Case Manager
15 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
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