Case Manager / New Business Manager (HNW, Life Insurance)

Job description:

• Manage and process new business insurance applications in accordance with internal Standard Operating Procedures (SOPs), underwriting guidelines, and operational workflows.

• Prepare accurate sales illustrations and quotations for business partners and consultants.

• Work closely with sales consultants and internal stakeholders to support the submission and follow-up of insurance applications.

• Monitor and provide timely updates on application statuses to consultants and team members.

• Maintain accurate client records, meeting details, and case documentation within the CRM system.

• Ensure all new business submissions and supporting documents are completed accurately and submitted within required timelines.

• Support case management activities, including follow-up on medical requirements, documentation, and presentations.

• Liaise with Finance and internal departments regarding business reports, paid reports, and reconciliation matters.

• Ensure compliance with internal policies, operational procedures, and MAS regulatory requirements.

• Perform ad hoc administrative and operational duties assigned by Management.

Job Responsibilities:

• Bachelor's Degree in Business, Finance, Insurance, or related disciplines.

• Minimum 5 years of relevant experience in policy administration, new business processing, or insurance operations within the insurance or financial services industry.

• Prior experience handling High-Net-Worth (HNW) clients and complex insurance cases will be an added advantage.

• Strong knowledge of insurance products, underwriting processes, policy servicing, and regulatory compliance requirements.

• Good interpersonal, communication, and stakeholder management skills.

• Detail-oriented, organised, and able to manage multiple priorities effectively in a fast-paced environment.

• Able to work independently as well as collaboratively within a team.

• Proficient in Microsoft Office applications and CRM systems.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on Apply Now.

We regret only shortlisted candidates will be notified.

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