Case Manager (HNW Insurance / New Business)

SEARCH PERSONNEL PRIVATE LIMITED

Date: 3 weeks ago
City: Singapore, Singapore
Salary: SGD 6,000 - SGD 7,500 / mo
Contract type: Full time
  • Position : Case Manager (HNW Insurance / New Business)
  • Location : Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)
  • Working hours : Monday to Friday | 9am to 5.45pm (with 2 days WFH Per Month)
  • Salary (commensurate with experience) : Basic salary of $5,500 – $7,500 per month + variable bonus + 18 to 25 days’ annual leave + medical benefits
  • Duration : Permanent
  • Industry : HNW Insurance Brokerage / Financial Services

Main Responsibilities

  • Prepare policy highlights, quotations and insurer illustrations for meetings conducted by sales consultants.
  • Provide new-business sales support and after-sales policy-servicing support to sales consultants.
  • Ensure all required documents are obtained, accurately completed and properly maintained in the CRM system.
  • Coordinate pre-submission activities, including medical appointments, internal KYC documentation and insurers’ application forms.
  • Manage HNW new-business case submissions to insurers and follow through with sales consultants and insurers until policy inception.
  • Monitor application progress, underwriting requirements and outstanding documents to support timely case completion.
  • Prepare monthly new-business or case-status reports for banking partners.
  • Respond promptly to enquiries from internal and external stakeholders.
  • Perform other duties assigned within the Sales Operations Department.

Requirements

  • Minimum Diploma with at least two to three years of HNW insurance case-management or new-business experience within an insurer, insurance brokerage, bancassurance or financial-advisory environment.
  • Strong knowledge of insurer documentation, underwriting requirements and new-business submission processes.
  • Able to manage HNW insurance cases independently from pre-submission checks through policy inception.

Email to:

* We do not charge our candidates any referral fee nor bind them with any contract.*

Chloe Ong

Deputy Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684

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