Case manager

2 weeks ago


Singapore Good Job Creations Full time

(Job ID: 818570) Overview The opportunity is with an organization that is a unique provider of comprehensive solutions, integrating insurance, trust, and family office services tailored for high-net-worth individuals, businesses, and families with varied requirements. Backed by over a century of collective industry expertise, its dedicated professionals deliver expert guidance and personalized support to clients worldwide. Responsibilities Reporting to the CEO of Singapore, the individual serves as the main point of contact for insurers and sales consultants, managing insurance applications from start to finish. Prepare highlights, quotes, and insurer illustrations for sales meetings. Provide new business and after-sales support for sales consultants. Ensure compliance with internal processes and maintain proper CRM documentation. Coordinate pre-submission tasks, including medical bookings, KYC documentation, and insurer forms. Manage new business submissions and collaborate with sales consultants to ensure policy inception. Handle monthly bank reporting and address inquiries from stakeholders promptly. Perform other ad hoc duties as assigned. Requirements At least 2-3 years of case management experience with HNW clients, ideally in insurance broking or the insurance industry. Skilled in using various software to generate insurer illustrations. Strong knowledge of underwriting requirements to ensure efficient case submissions. Proficient in Microsoft Word, Excel, and Power Point. Fluent in written and spoken Mandarin to interact with Mandarin-speaking clients. We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities. #J-18808-Ljbffr


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