Insurance Case Manager

[Job ID:1625136]

Responsibilities

• Manage the full case lifecycle from initial client meeting to placement and post-servicing
• Support consultants in preparing quotations, product comparisons, and marketing materials
• Coordinate client medical examinations and prepare pre-submission documentation
• Liaise with insurers on case submissions and follow up on underwriting status
• Collaborate with consultants and external stakeholders (bankers, wealth planners, insurers, trustees, EAMs) to establish policy ownership and arrange collateral premium financing
• Assist in ensuring timely completion of policy servicing and annual reviews
• Ensure all client documentation complies with internal policies, regulatory requirements, and insurer due diligence standards
• Prepare regular reports on pipeline activities and banking interactions
• Execute operational tasks in accordance with standard operating procedures
• Support operational projects as assigned

Requirements

• Minimum 2–3 years of experience in back-office or administrative support roles; experience in financial services, insurance, legal, or related sectors is preferred
• Proficiency in Japanese (JLPT N1) to communicate with Japanese speaking counterparts
• Strong interpersonal skills with the ability to collaborate effectively in a team-oriented environment
• Strong organizational and time management skills, with a proactive and detail-oriented approach
• Ability to work independently under tight deadlines with minimal supervision

(Advantage)

• Experience in the life insurance industry (e.g., underwriting, policy administration, sales support, or operations) is an added advantage
• Experience in middle- or back-office roles within Private Banks, Trust companies, or External Asset Managers is an added advantage
• Foundational knowledge of High-Net-Worth (HNW) or Wealth Management sectors is an added advantage
• Possession of relevant regulatory certifications in Singapore (e.g., CMFAS M5, M9, M9A, HI) is an added advantage
• Relevant professional certifications such as Financial Planner (FP) or equivalent are an added advantage

If you are interested in the role, please feel free to contact me at

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EA Personnel Name: Ochi Madoka

EA Personnel Registration Number: R24125474

EA License No.: 07C5771