HNW Case Manager

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.

Responsibilities

• Assist the sales force daily in handling incoming commercial prospects and advancing policy files.
• Coordinate with insurance providers on policy applications, underwriting requirements and case follow-ups.
• Verify that entry forms, verification papers, and coverage records are correctly filled out and filed.
• Support the sales process by coordinating medical appointments, client documentation, logistics and other pre-issuance requirements.
• 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.
• Keep updated on insurance products, services and relevant banking processes through ongoing training and industry learning.
• Spot areas where operational structures can be streamlined and help upgrade standard internal workflows.

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.
• Possess exceptional administrative abilities with precision and the capacity to oversee various customer files at once.
• Comfortable working with different stakeholders and following up on time-sensitive requirements.
  

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