Executive, Hnw Case Management Administration

**Responsibilities**: - Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings. - Provide new business sales support and after-sales policy services support for sales consultants. - Follow internal processes and ensure proper documentation are obtained and filed in CRM - Handle new business case submissions to different...

HNW Distribution In Singapore, FWD aims to change the way people feel about insurance by leveraging technology to deliver products and services that are relevant, easy to understand and always convenient for our customers. To this end, we have a direct-to-consumer (DTC) platform that allows customers to buy their preferred life and general insurance...

Case Manager (HNW Underwriting) Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to...

Job Description: 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...

Our client is a reputable life insurance company with a dedicated focus on serving high-net-worth (HNW) clients. They provide sophisticated life insurance solutions that support legacy planning, wealth protection, and estate structuring for affluent individuals and families. They are now seeking a **New Business Manager**and this person will be responsible...

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 people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And as part of our marketing,...

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 **1. End-to-End Case Management** - The Case Manager is responsible for overseeing the...

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 people's lives, but to better the communities and environments we live in. We need great Actuaries who want to be part of something bigger than finance alone. Because the better we can nurture our...

Our client is a well-established financial services firm known for delivering tailored insurance solutions to high-net-worth clients. As part of their continued growth, they are seeking a meticulous and proactive Sales Operations Manager to support insurance sales consultants in the end-to-end case management process. This is a critical role that bridges...

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 ...