Insurance Operations Case Manager

1 week ago

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

Job Title: Insurance Operations Specialist

This is a critical role in the insurance industry that bridges internal teams, insurers, and clients. The successful candidate will be responsible for ensuring every case submission is handled with precision and care.

Key Responsibilities:

  • Prepare insurance quotations, illustrations, and key case documentation for client meetings
  • Support sales consultants by coordinating 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

Requirements:

The successful candidate must 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 ideal candidate should thrive in a fast-paced environment, be naturally organized, and follow through on details. Strong communication skills, a service-oriented mindset, and the ability to juggle competing deadlines are essential.

The ability to use Microsoft Word, Excel, and PowerPoint to produce polished and accurate documentation is also required.

  • Case Manager

    2 weeks ago

    Singapore LSG INSURANCE PTE. LTD. Full time

    Manage the end-to-end case process from the initial client meeting to placement, and post servicing - Support consultants in the preparation of quotations, product comparison and marketing materials for client meetings - Facilitate the arrangement of client medical examinations and assist in preparing pre-submission documentation - Liaise with insurers for...

  • Case Manager

    2 days ago

    Singapore KAIROS GLOBAL SEARCH PTE. LTD. Full time

    Our client is a specialized **HNW Life Insurance Broker**offering bespoke solutions to ultra-high net-worth individuals and families. Their services include structuring **Family Offices**, **Trust setup**, and delivering **tailored life insurance strategies**to preserve and transfer wealth across generations. They are seeking a meticulous and...

  • Insurance Case Management Position

    2 weeks ago

    Singapore beBeeCase Full time $45,000 - $90,000

    Job Role: Insurance Case ManagerThe primary goal of this position is to handle and manage insurance cases with precision, ensuring timely completion and customer satisfaction. The successful candidate will be responsible for providing comprehensive case management services to clients, working closely with consultants and bankers to ensure seamless execution...

  • HNW Case Manager

    3 days ago

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

    Job Summary:">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.">About the Role:">This key position involves supporting sales consultants by...

  • Executive, Concierge Case Management

    2 days ago

    Singapore Manulife Insurance Malaysia Full time

    Executive, Concierge Case Management The opportunity The incumbent will be responsible for the case management of pre/post sale service transactions. The Case Manager supports Operations to ensure a smooth, timely, and positive service experience for the financial representatives and clients on new and existing policies. Responsibilities End-to-End Case...

  • Executive, Concierge Case Management

    5 days ago

    Singapore Manulife Insurance Malaysia Full time

    Executive, Concierge Case Management The opportunity The incumbent will be responsible for the case management of pre/post sale service transactions. The Case Manager supports Operations to ensure a smooth, timely, and positive service experience for the financial representatives and clients on new and existing policies. Responsibilities End-to-End Case...

  • Insurance Case Manager

    1 week ago

    Singapore Citi Full time

    At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help...

  • Sales Operations Manager

    4 days ago

    Singapore SEARCH PERSONNEL PRIVATE LIMITED Full time

    Roles & ResponsibilitiesPosition : Sales Operations Manager (Insurance/Sales Policy/Case Management) - Up To $7,500 Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar) Working hours : Monday to Friday | 9am to 5.45pm (with 2 days Per Month) Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18-25 days annual...

  • Insurance Executive

    3 days ago

    Singapore RICARDO INSURANCE AGENCY PTE. LTD. Full time

    **Ricardo**is a fast-expanding automotive group and an established name with 50 years’ experience in the automotive industry. The group's businesses include vehicle hire purchase financing operations ( **Ricardo Cars Pte Ltd**), workshop operations ( **Ricardo Auto Centre Pte Ltd**), insurance services ( **Ricardo Insurance Agency Pte Ltd**) and...

  • Sales Operations Manager

    2 days ago

    Singapore SEARCH PERSONNEL PRIVATE LIMITED Full time

    Position : Sales Operations Manager (Insurance/Sales Policy/Case Management) - Up To $7,500Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)Working hours : Monday to Friday | 9am to 5.45pm (with 2 days Per Month)Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18-25 days annual leaves + Medical Benefits...