Case Manager (Insurance)

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles. Responsibilities • Assist the sales force daily in handling incoming commercial prospects and advancing policy files. • Liaise directly with insurance underwriters regarding coverage submissions, risk assessment conditions, and status updates. • Verify that entry forms, verification papers, and coverage records are correctly filled out and filed. • Facilitate client onboarding workflows by scheduling clinical examinations, managing buyer records, overseeing logistics, and handling other early-stage processing milestones. • Draft contract files and manage administrative tasks following submittal, including user demands and refund procedures. • Act as a central link for consultants, consumers, underwriters, and corporate units, answering questions and tracking unresolved issues. • Collaborate closely with internal units to guarantee files transition seamlessly from first filing to final contract delivery. • Enhance your professional understanding of asset protection vehicles, financial services, and related banking workflows through continuous workplace education. Requirements • Diploma, bachelor's degree or equivalent qualification. • Possess three to four years of applicable professional background in the underwriting, wealth advisory, or financial operations fields. • Prior experience in new business processing, case management is a must. • Possess exceptional administrative abilities with precision and the capacity to oversee various customer files at once. • Maintain full confidence working alongside diverse business partners and tracking highly time-sensitive operational milestones. By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.