HNW Case Manager

JOB ID:1680304 Responsibilities • Provide day-to-day support to the sales team in managing new business opportunities and progressing insurance cases. • Coordinate with insurance providers on policy applications, underwriting requirements and case follow-ups. • Ensure application forms, supporting documents and policy records are accurately prepared and maintained. • Support the sales process by coordinating medical appointments, client documentation, logistics and other pre-issuance requirements. • Prepare policy documentation and assist with post-submission matters, including client requests and reimbursement-related matters. • Serve as a key point of contact for advisers, clients, insurers and internal stakeholders, responding to queries and following up on outstanding matters. • Work closely with internal teams to ensure applications move smoothly from initial submission through to policy issuance. • Keep updated on insurance products, services and relevant banking processes through ongoing training and industry learning. • Identify opportunities to improve existing workflows and contribute to the enhancement of internal processes. Requirements • Diploma, bachelor's degree or equivalent qualification. • 3–4 years of relevant experience in the insurance, wealth management or financial services industry . • Prior experience in new business processing, case management is a must. • Strong organizational skills with good attention to detail and the ability to manage multiple cases simultaneously. • Comfortable working with different stakeholders and following up on time-sensitive requirements. Only shortlisted applicants will be contacted. All applications will be kept in our database for future career opportunities. Your application will be handled in accordance with our company’s Privacy Policy, available here: https://goodjobcreations.com.sg/en/privacy-policy/ EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R22104076 EA Licence No.: 07C5771