Case Manager

4 hours ago


Singapore River QUESS SINGAPORE Full time $60,000 - $120,000 per year

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


  • River Valley, Singapore Farm Manager SA Full time

    **Sundays River Valley Area - Eastern Cape**: Our client is looking for a Senior Project Manager - Citrus Procurement, Technical Advice & Processing to join the team. **MINIMUM REQUIREMENTS** - Agricultural qualification with focus on citrus - Industrial Engineering or a Technical qualification, but must have worked in the citrus industry managing a...


  • Singapore White & Case Full time $80,000 - $120,000 per year

    Advisor, Human ResourcesThe opportunityAre you ready to make your mark as part of the Human Resources Advisor in our Singapore office?Our People team is responsible for managing and enhancing all aspects of human resources and employee experience. Our team oversees talent acquisition, including recruiting, interviewing and onboarding new hires, ensuring that...

  • Case Manager

    2 weeks ago


    Singapore Supreme Court Full time

    **What the role is** - He / She will play a key role in ensuring the efficient and effective management of cases and the timely resolution of cases which will include the following duties and responsibilities: - Ensure the timely and efficient processing of filings received; - Ensure that cases are scheduled for hearings at the earliest opportunity and...

  • Case Manager

    1 week ago


    Singapore Institute of Mental Health Full time

    -Family Group: Allied Health **Case Manager** **Challenges** You will work within a multidisciplinary team to ensure continuity of holistic patient care, by assessing and evaluating needs of the patient, and planning, coordinating, implementing and monitoring the solutions to address those needs and to participate in other clinical care activities. As a...

  • Case Manager

    1 week ago


    Singapore Gilead Sciences Full time

    Kite is continuing to hire for all open roles. Our interview process may be conducted virtually and some roles will be asked to temporarily work from home. Over the coming weeks and months, we will be implementing a phased approach to bringing employees back to site to ensure the health and safety of our teams. **For Current Kite Pharma Employees and...

  • Case Manager

    1 day ago


    Singapore National University of Singapore Full time

    At NUS, we value the health and wellbeing of our students. We aim to facilitate people's journey towards a state of complete physical, mental and social wellbeing, where we realise our own potential and are able to contribute meaningfully to our work and communities. Together, we can help our people to stay healthy and meaningfully engaged. The University...


  • Singapore Thye Hua Kwan Moral Charities Full time

    COMPANY 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...


  • Singapore Thye Hua Kwan Moral Charities Full time $30,000 - $60,000 per year

    COMPANY DESCRIPTION THKMC 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. THKMC is the charitable arm of Thye Hua Kwan Moral Society, which lives by the mission - To Serve Mankind - to help anyone who...

  • Case Manager

    22 hours ago


    Singapore Prudential Full time

    Prudential'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

    5 days ago


    Singapore SPECIAL NEEDS TRUST COMPANY LIMITED Full time

    **Key Responsibilities** - Conduct needs and intake assessment to identify key risks for intervention - Develop holistic care plans with caregivers and facilitate the planning of long term financial provision for their dependents with special needs - Facilitate the setting up of Trust for clients, review their care plans and provide case management support...