Client Experience Manager

2 days ago

Singapore beBeeCaseManager Full time
Job Description

We are seeking a seasoned Case Manager to join our High Net Worth (HNW) team in Singapore. The ideal candidate will have a passion for delivering exceptional client experiences and thrive in a dynamic, service-driven environment.

  • The Case Manager will oversee the end-to-end service aspects throughout the case lifecycle (pre- and post-sale).

Key Responsibilities:

  • End-to-End Case Management: Liaise with Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance teams to assist with understanding and gathering of required financial and medical documents.
  • Pre-Sale:
    • Liaise with teams to gather documents, provide ongoing status updates, and facilitate regular case discussions to clarify underwriting requirements and decisions.
    • Review appeals and provide appropriate advice to partners.
  • Post-Sale:
    • Liaise with Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including policy changes, inforce illustrations, claims and other post-sales related transactions.
    • Coordinate with internal stakeholders to provide accurate and timely information.
  • Reporting:
    • Consistently track incoming requests from internal and external stakeholders and ensure that the requests are answered promptly.
    • Maintain daily/weekly/monthly reports for the tracking of outstanding issues, submissions, withdrawals, feedback and overall adherence to Service Level Agreement.

Required Skills and Qualifications

To succeed in this role, you will need:

  • Diploma/Degree from any recognized institution/university.
  • Minimum 15 years working experience, with around 10 years insurance industry experience.
  • Highly service-oriented, organized, and able to multi-task.
  • Strong communication skills (verbal, written and presentation).
  • Flexible and able to adapt in a fast-paced and changing environment.
  • Understanding of financial services and the needs of sales professionals is an advantage.
  • Candidates with front facing experience is an added advantage.

Benefits

You will enjoy:

  • Opportunities for career growth and development.
  • A flexible work environment where well-being and inclusion are valued.
  • Support for shaping your future career goals.

Others

This is a challenging yet rewarding role that requires:

  • Ability to multitask and prioritize tasks effectively.
  • Excellent problem-solving and analytical skills.
  • Strong attention to detail and ability to maintain accuracy.

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