HNW Case Manager

3 days ago

Singapore beBeeInsurance Full time $80,000 - $120,000

Job Summary:

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We are seeking a meticulous and proactive professional to support insurance sales consultants in the end-to-end case management process. This critical role bridges internal teams, insurers, and clients, ensuring every case submission is handled with precision and care.

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About the Role:

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This key position involves supporting sales consultants by preparing insurance quotations, illustrations, and key case documentation for client meetings. You will also act as the primary contact for all new business and post-sale support, ensuring smooth policy issuance and servicing.

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Responsibilities:

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  • ">
  • Support sales consultants in preparing insurance quotations, illustrations, and key case documentation for client meetings">
  • Act as the primary contact for all new business and post-sale support, ensuring smooth policy issuance and servicing">
  • Coordinate case preparation tasks, including medical arrangements, KYC checks, and application form completion">
  • Submit and track new insurance applications across various insurers, ensuring timely follow-through to policy inception">
  • Respond to internal and external queries efficiently and professionally">
  • Maintain accurate case documentation within the CRM and ensure compliance with internal processes">
  • Provide regular reporting to internal stakeholders">
  • Contribute to additional department projects and duties as required">
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Requirements:

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The successful candidate should have a minimum of 2 years of case management experience, ideally gained within the insurance or broking industry. Prior exposure to supporting high-net-worth clientele is highly preferred. The ability to use various insurer platforms to generate proposals and working knowledge of underwriting processes are essential.

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Skills and Qualifications:

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  • Minimum 2 years of case management experience, ideally in the insurance or broking industry">
  • Prior experience supporting high-net-worth clientele">
  • Able to use various insurer platforms to generate proposals">
  • Working knowledge of underwriting processes">
  • Strong communication skills and service-oriented mindset">
  • Ability to juggle competing deadlines">
  • Proficient in Microsoft Word, Excel, and PowerPoint">
  • Naturally organized and detail-focused">
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What We Offer:

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This role suits someone who thrives in a fast-paced environment and is ready to be part of a tight-knit and collaborative sales operations team.

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