Our client is a top tier life insurance brokerage specialising in tailored insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
They are seeking a detail-oriented and proactive Case Manager to oversee the end-to-end administration of life insurance applications, working closely with Sales Consultants, private bankers, insurers, trustees, and clients to ensure a seamless application and policy issuance process.
Key Responsibilities
- Provide administrative and case management support to Sales Consultants.
- Coordinate insurance applications with internal and external stakeholders (ie. private bankers, insurers and clients) to facilitate smooth case progression.
- Arrange medical examinations, handle reimbursements and coordinate administrative logistics (ie. Additional underwriting requirements).
- Review application documents to ensure accuracy, completeness and compliance with regulatory requirements.
- Monitor pending applications, maintain accurate case records and provide timely updates to stakeholders.
- Prepare case status reports and maintain updated records of in-force policies.
Requirements
- Minimally Diploma with 3 years of relevant experience in banking, insurance or financial services.
- Prior experience in case management, new business operations, or policy administration will be advantages.
- Good understanding of life insurance products, underwriting processes, and policy issuance.
- Strong communication, interpersonal and organisational skills.
- Detail-oriented, proactive and able to manage multiple priorities in a fast-paced environment.
- Team player who can collaborate effectively across internal and external stakeholders.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
