Senior Officer, Bancassurance Hnw Case Manager
1 week ago
**About UOB**:
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.
Our history spans more than 80 years. Over this time, we have been guided by our values — Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
**About the Department**:
The **Retail **function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.
**Personal Financial Services**
We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.
**Responsibilities**:
End-to-End Case Management- The Case Manager is responsible for overseeing the service aspects throughout the sales process cycle (Pre-sale and Post-sale)
- Pre-Sale- The Case Manager will assist the team to New Business & Underwriting and ensuring sales compliance by processing the required financial and medical documents, underwriting requirements and other necessary documents, critical for policy issuance. Responsible for communicating proactive status updates.
- Post-Sale- The Case Manager will assist the team to manage Distribution Partners, Policy Services, Client Services on in-force policy requests including policy changes, in-force illustrations, claims and other post-sales related transactions.
- Consistently and accurately track incoming submissions and correspondence from internal and external stakeholders.
- Maintain and liaise with insurers on necessary reports, as required, for the tracking of outstanding issues, submissions and feedback where applicable.
- Other responsibilities
- Handle underwriting requirements for New Business & Underwriting team; ensure documents received are processed promptly
- Attend to queries relating to clients’ medical examinations; upon receipt of medical reports, to verify against internal records before processing- Maintain a Standard Operations Manual (SOP) for HNW administration on a timely basis and update whenever there are changes or updates
- Maintain a Standard Operations Manual (SOP) for HNW sales process on a timely basis and update whenever there are changes or updates; propose enhancements if necessary, to enhance process efficiency
- Work closely with internal stakeholders and service providers to manage distributors’/clients’ expectations
- Work on designated tasks that are delegated from time to time, including routine administrative duties that are associated with the business.**Job Requirements**:
- Tertiary Education (Diploma/Degree from a recognized institution/university)
- Minimum 3 years of insurance industry experience
- Highly service-oriented and able to multi-task with excellent organization skills
- Possess strong communication skills (verbal, written and presentation)
- Adaptable in a fast-paced and changing environment
**Be a part of UOB Family**:
-
Senior Officer, Bancassurance Specialist
2 days ago
Singapore United Overseas Bank Ltd Full time**About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...
-
Senior Case Manager, High Net Worth Position
4 days ago
Singapore AIA Singapore Full timeRole OverviewAIA Singapore is seeking a skilled Senior Case Manager to join its High Net Worth (HNW) New Business Department. As a key member of the team, you will be responsible for the smooth and prompt processing of all HNW submissions assessed by the department.
-
Manager, New Business Hnw
6 days ago
Singapore AIA Full timeBring your career aspirations to life with AIA! Perform underwriting assessment for high net worth cases and non-HNW cases and support daily operational tasks. Provide underwriting-related support for the ad-hoc tasks that was assigned. - Ensure cases are underwritten within the agreed TAT. - Reviewing complex appeal cases and coaching junior underwriters...
-
Role: Intern, Strategic Development
5 days ago
Singapore Manulife Full timeAs an intern, you will assist in developing strategies to enhance bancassurance partnerships and support market research to identify new business opportunities. You will work with cross-functional teams to create marketing materials and presentations, organize meetings and events related to business development, and track sales data to provide insights and...
-
Bancassurance Sales Manager
24 hours ago
Singapore Manulife Full time**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....
-
Case Manager, High Net Worth
4 days ago
Singapore AIA Singapore Full time3 days ago Be among the first 25 applicants 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...
-
Singapore HSBC Full time**Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC Life...
-
Business Development Manager, Bancassurance
6 days ago
Singapore Etiqa Insurance Full time**Etiqa Insurance Singapore is looking for a dynamic individual to join our team. Do you have what it takes? Are you: - Passionate about working with people? - A creative thinker with a positive attitude & outlook? - A strong dynamic communicator able to collaborate effectively? Willing to learn, adapt & grow in a fast paced work environment? **WANT TO...
-
Wealth Manager, Hnw
1 week ago
Singapore AIA Full timeAt 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...
-
Case Manager, High Net Worth
1 week ago
Singapore AIA Full timeAt 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...
-
Bancassurance Specialist, Personal Financial
4 days ago
Singapore United Overseas Bank Ltd Full time**About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...
-
Bancassurance Specialist, Personal Financial
4 days ago
Singapore United Overseas Bank Ltd Full time**About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...
-
Bancassurance Manager
3 days ago
Singapore UNITED OVERSEAS INSURANCE LIMITED Full time**About the Division/Dept** The Retail Distribution Division is responsible for the growth of the consumer business across multiple channels including Bancassurance, Intermediaries, Direct, and Partnerships. It is also responsible for delivering service excellence for all UOI customers and increasing market awareness of UOI to achieve consumer trust and...
-
Sales Operations Manager Wealth
1 week ago
Singapore THE HACENS TALENT PTE. LTD. Full timeThe Sales Operations Manager include pre-case coordination, new business submissions, and policy support for Sales Consultants. The role demands case management experience with HNW clients, strong organizational skills, knowledge of underwriting requirements. **YOUR NEW JOB**: - Provide sales & post-sales policy support to Sales Consultants. - Prepare...
-
Case Management Lead for HNW and Retail
4 days ago
Singapore AIA Singapore Full timeAbout The RoleThe Senior Case Manager will play a vital part in advancing AIA's movement to create a healthier, more sustainable future for everyone. This role requires a high level of expertise in case management, data entry, and communication with stakeholders. Key responsibilities include:Checking submitted documents for completeness and accuracyData...
-
Case Manager
2 days ago
Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full timeRoles & Responsibilities[Job Order : 961374]Responsibilities:The incumbent acts as the primary liaison with insurers and sales consultants in providing hands on end-to-end management of insurance applications.Generate highlights/quotes/insurer's illustrations for sales consultants' meetings. Provide new business sales support and after-sales policy services...
-
Case Manager
1 day ago
Singapore SUN LIFE ASSURANCE COMPANY OF CANADA Singapore Branch Full timeRoles & ResponsibilitiesJOB PURPOSEWe are seeking a dynamic and motivated individual to support our partnership business, particularly our Mainland China Visitors (MCV) high-net-worth (HNW) segment. The ideal candidate will be responsible for case management, relationship building, client engagement, and organizing events tailored for our MCV business. This...
-
Principal, New Business Hnw
1 week ago
Singapore AIA Full timeAt 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...
-
Hnw Product Expert
1 week ago
Singapore Captar Partners Full timeOur client is one of the leading wealth management platforms in Singapore. They are hiring senior insurance product experts with solid product knowledge and domestic market experience to support their business in Singapore. Interested parties who match the requirement are welcome to apply. **Company Description** Our client is one of the leading wealth...
-
Head of Hnw Product Development
7 days ago
Singapore FWD Insurance Full timeEstablished in Asia in 2013, FWD is the insurance business of investment group, Pacific Century Group, and spans Hong Kong & Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam, Japan and Malaysia, offering life and medical insurance, general insurance, employee benefits, Shariah and Family Takaful products across a number of its markets. In...