Case Manager, High Net Worth

2 weeks ago

Singapore AIA SINGAPORE PRIVATE LIMITED Full time

In this role, you will be responsible on case management of all HNW (and Retail) submissions assessed by HNW New Business Department.
a. Quality – 90%
b. Turnaround time – 90% within 3 working days.
You will also support process improvement and transformation objectives of the department aligned to AIA Singapore's direction.

WHAT YOU'LL BE DOING

  • Responsible for smooth and prompt processing of all HNW (and Retail) submissions assessed by the HNW New Business Department.
  • Checking of submitted documents to ensure completeness and accuracy
  • Responsible for data entry of all UL applications received.
  • Review pending cases and serve as the first contact between sales platform and underwriters
  • Responsible for communicating and explaining on underwriting requirements and decision to FSC/BDMs and Partnership Distribution.
  • Liaise with Agency and Partnership operations, Underwriters, Cashiers, FSCs, Life Operations in terms of underwriting and policy issuance matters.
  • Responsible for issuing medical memo. Case manager to verify the request against system on: per life check, claims history, impairment code and concurrent application.
  • Responsible for coordinating new business processes between Shared Services Office (SSO) and Underwriting and Issue (UNI) on concurrent applications, issuance of policy contract, to retrieve medical reports, arrangement of getting Attending Physician Statement.
  • Ensure all cases have gone through compliance screening (if required) before issuance of policy
  • To process medical reimbursements from sales channels
  • Resolve system issues/exceptional handling and requests received from Distribution channels/IT/Product/Actuarial
  • Assist in resolving policy contract issues on a timely basis
  • Involve in product launches implementation process such as approving of Test plans from Business consulting team; which includes iPOS, iDES and IL system, checking of the testing results from the approved Test plan, participating in the user acceptance test and completing the assigned process according to schedule (if any)
  • To support in ensuring all Case Management related Standard Operating Procedures are up to date.
  • To manage changes on forms and questionnaires owned by the HNW New Business Department
  • Support ad-hoc projects, including ePR, case360, statistics etc

WHAT WE ARE LOOKING FOR

  • Diploma or Degree in Admin, Insurance or Banking and Finance related fields
  • 5 years or more experience in relevant role supporting HNW
  • Proficient in MS Office suites like PowerPoint, Excel and Word
#J-18808-Ljbffr

  • High Net Worth Manager

    3 days ago

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

    Job Opportunity: This role offers the chance to work in a fast-growing organization with a focus on wealth management. The successful candidate will be responsible for acquiring high net worth individuals and providing wealth management solutions. They will also be expected to operate independently, have well-developed interpersonal skills, and...

  • Case Manager, High Net Worth

    3 weeks ago

    Singapore AIA Hong Kong and Macau Full time

    Case Manager, High Net Worth page is loadedCase Manager, High Net Worth Apply locations Singapore, SG-AIA Singapore time type Full time posted on Posted 30+ Days Ago job requisition id JR-58516At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone. It's about finding new ways to not only better people's lives,...

  • Case Manager, High Net Worth

    7 hours ago

    Singapore AIA Hong Kong and Macau Full time

    Case Manager, High Net Worth page is loaded Case Manager, High Net Worth Apply locations Singapore, SG-AIA Singapore time type Full time posted on Posted 30+ Days Ago job requisition id JR-58516At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better...

  • Case Manager, High Net Worth

    7 hours ago

    Singapore AIA Hong Kong and Macau Full time

    Case Manager, High Net Worth page is loaded Case Manager, High Net Worth Apply locations Singapore, SG-AIA Singapore time type Full time posted on Posted 30+ Days Ago job requisition id JR-58516 At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better...

  • High Net Worth Client Manager

    16 hours ago

    Singapore beBeeInvestment Full time

    "> High Net Worth Client Manager We are seeking a seasoned professional to join our team as a High Net Worth Client Manager. As a key member of our client-facing team, you will be responsible for delivering exceptional service and tailored financial solutions to our high net worth clients in the North Asia market. "> "> Our ideal candidate possesses a...

  • High Net Worth Client Manager

    2 weeks ago

    Singapore beBeeManagement Full time $80,000 - $150,000

    Key Job ResponsibilitiesAs a Business Development Director, you will be responsible for acquiring high-net-worth clients and managing your business remotely from home. You will present wealth management solutions to high-net-worth investors and report to a Managing Director. The OpportunityThis role allows you to manage your territory within driving...

  • High Net Worth Client Relationship Manager

    2 weeks ago

    Singapore beBeeLeadership Full time $90,000 - $120,000

    Business Leader for High Net Worth ClientsWe are seeking a seasoned professional to lead our team in providing top-notch wealth management, investment, and financial solutions to high net worth individuals.The ideal candidate will have extensive experience in managing complex client relationships, identifying investment opportunities, and developing tailored...

  • High-Net-Worth Relationship Specialist

    2 days ago

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

    Job Title:High-Net-Worth Relationship SpecialistWe are seeking a seasoned relationship specialist to join our team. As a High-Net-Worth Relationship Specialist, you will be responsible for building and maintaining long-term relationships with high-net-worth clients. Your primary focus will be on providing tailored wealth management and investment solutions...

  • High Net Worth Relationship Manager

    1 week ago

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

    Job Title: High Net Worth Relationship Manager"> Create and grow the wealth of high net worth clients and their families "> You will be responsible for establishing a network of high net worth clients in the North Asia market. The ideal candidate will have a strong understanding of financial analysis and the ability to deliver insightful advice. Key...

  • Marketing Manager, High Net Worth

    1 day ago

    Singapore Hays Full time

    **Your new company** My client is a listed (MAS-licensed) digitalised and global wealth investment platform across Singapore & US markets. **Your new role** As the Marketing Manager - High Net Worth, you will be responsible for identifying target audiences and developing marketing plans for Corporate, Institution and Private Wealth clients. You will lead...