Case Manager
17 hours ago
Job Description & Requirements
A leading wealth-planning and life insurance advisory firm specializing in tailored legacy, liquidity, and estate planning solutions for high-net-worth individuals and families. The company values discretion, integrity, and excellence, and works closely with clients, consultants, bankers, and insurers to deliver sophisticated insurance-based wealth strategies.
Role Overview
The Case Manager supports the advisory team in converting prospects into completed insurance policies. This role manages the full process — from documentation and compliance to underwriting, follow-ups, and policy delivery — ensuring an efficient and seamless client experience.
Key Responsibilities:
Case & Pipeline Management
- Manage new business cases from submission to policy issuance
- Track case progress and follow up to resolve delays
- Maintain dashboards and provide updates to consultants
Documentation & Compliance
- Collect and verify client KYC, financial, and medical documents
- Ensure all documentation meets compliance and insurer requirements
- Liaise with compliance teams and underwriters for clarifications
Underwriting & Medical Coordination
- Arrange and coordinate medical examinations and assessments
- Communicate with clients and follow up on underwriting requirements
Stakeholder Coordination
- Collaborate with consultants, bankers, clients, insurers, and internal teams
- Prepare documents, slides, and materials for meetings and presentations
Policy Delivery & Closure
- Follow through cases to completion and ensure timely policy delivery
- Support annual reviews or policy amendments when needed
Reporting & Improvement
- Generate reports on case progress and identify process bottlenecks
- Contribute to improving workflows and training new team members
Requirements:
Education & Experience
- Bachelor's degree in any discipline
- 3–5 years of experience in insurance, broking, or financial services
- Experience handling affluent or HNW clients is an advantage
Skills & Competencies
- Strong interpersonal and communication skills
- Highly organized, proactive, and detail-oriented
- Able to multitask and work under pressure
- Proficient in Microsoft Office (Excel, PowerPoint, Word)
- Familiar with CRM or policy administration systems (preferred)
- Discreet and professional when handling confidential information
-
Case Manager
2 days ago
Singapore National University of Singapore Full timeOverview The University Counselling Services (UCS) (Health and Wellbeing, Office of the President) is responsible for the innovation, implementation and evaluation of health & wellbeing programmes which support the general student population in National University of Singapore (NUS), as well as specific students who are exposed to acute mentally-stressful...
-
Case Manager
5 days ago
Singapore WSH EXPERTS PTE LTD Full time**Job Description & Requirements** **Responsibilities** - Provide career retention support (case management) services to ex-offenders - Manage scheduling and conduct of work site visits and/or video/phone calls to ex-offenders, their employers and/or supervisors - Monitor and report Career Retention Support-related matters **Requirements**: - Minimally a...
-
Case Manager
1 week ago
Singapore INSIGHT IPR PTE. LTD. Full timeWe are looking for a proactive and organized individual to manage our client's cases. Responsibilities include the following (amongst others): - regular reporting / providing case status updates on matters to our clients; & - drafting and vetting of letters and simple legal documents (templates will be provided) Strong communication and follow-up skills...
-
Case Manager
7 days ago
Singapore SSVP LTD. Full time**Job Description & Requirements**: Working as part of the Community Services team, the Case Worker is responsible for providing comprehensive care and support for complex and chronic cases that require assistance from multiple agencies. They achieve this through appropriate information sharing and referrals. This service complements the work of the...
-
Case Manager/Assistant Case Manager
2 weeks ago
Singapore Thye Hua Kwan Moral Charities Full timeCOMPANY DESCRIPTION THK MC was incorporated on 13 October 2011 as a charity to provide multiple social and welfare services to the community at large, and achieved an Institute of Public Character (IPC) status on 18 November 2011. THK MC is the charitable arm of Thye Hua Kwan Moral Society, which lives by the mission - To Serve Mankind - to help anyone who...
-
Case Manager
1 week ago
Singapore Prudential Full timePrudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career...
-
Case Manager
2 days ago
Singapore Financial Industry Disputes Resolution Centre Ltd (FIDReC) Full timeJob Title Case Manager Occupation MANAGER Job Description & Requirements FIDReC is an independent and impartial Alternative Dispute Resolution institution. It is the premier institution specialising in the resolution of financial disputes between consumers and financial institutions. We are expanding and invite suitable candidates to apply for our Manager,...
-
Manager (Case Management)
1 day ago
Singapore Government of Singapore Full timeMINDEF - Permanent Closing on 28 Sep 2025 **What the role is** - You manage complex and cross-functional escalated cases while leading a team of Integrated Case Managers, performing secretariat duties for Quality Service Meetings, and working to improve service personnel experience through multi-domain issue resolution. **What you will be working on** -...
-
Case Manager
1 week ago
Singapore Ministry of Defence Singapore Full time $40,000 - $60,000 per yearSupreme CourtPermanent/ContractClosing on 15 Sep 2025What the role isThe Judiciary - comprising the Supreme Court, State Courts and Family Justice Courts - is one of the three constitutional pillars of government in Singapore. Known collectively as SG Courts, we are integrated and coordinated to serve as one judiciary. As an organ of state, the Judiciary's...
-
Case Manager
7 days ago
Singapore QUANTUMSYS TECHNOLOGIES PTE. LTD. Full time**Institution**:Alexandra Hospital Case Managment Officer (Renal) is responsible for the administration of the renal programme which provides disease specific management for patients with chronic kidney disease (CKD Stage 1 to 5). He/she should achieve a high standard of customer service, support and to coordinate the administrative and clinical care for...