Case Manager, HNW Underwriting

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

I specialize in Financial Advisory (FA) and Insurance Roles please browse [More jobs from this company] for more roles.

Overview

In this role, you will manage a portfolio of new proposals including tracking of submission and issuance. As part of this dynamic role, you will work closely with internal and external stakeholders on all new business matters relating to new policies.

Job Description

• Overseeing and establishing daily operational objectives for the department
• Examine and resolve complex issues that lack clear historical precedents
• Serve as a subject matter expert for team members to deliver technical guidance and mentorship
• Manage High Net Worth portfolio of new proposals including tracking of submission and issuance
• Deliver routine performance metrics and updates to executive leadership regarding team outcomes
• Liaison between distribution channels and underwriters on pre-issuance and post-issuance transactions as well as enquiries
• Work closely with relevant department on all new business matters relating to High-Net-Worth policies

Who we are looking for

• Competencies & Personal Traits
• Customer oriented with good interpersonal and communication skills
• Possess strong self-assurance when making critical choices and resolving workplace difficulties
• Ability to adapt to fast-paced and challenging work situations
• Thrive in environments that require continuous collaboration with individuals across all corporate tiers
• IT savvy with strong analytical skills
• Proficient in MS Office (Excel)

Working Experience

• 5+ years of relevant working experience

Education

• Degree in Business Administration/Management or other relevant fields

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