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Case Manager
1 hour ago
About the Company Our client is a well-established international life insurer specialising in high-net-worth (HNW) life insurance solutions , supporting complex wealth, legacy, and business planning needs. With a strong global presence and a growing Singapore platform, the company is committed to delivering best-in-class service and long-term partnerships with its distribution network. Job Summary This role provides end-to-end sales, distribution, marketing, and case management support to business partners across multiple channels. You will play a key role in enhancing service quality, turnaround time (TAT), and overall partner experience. Key Responsibilities Sales & Distribution Support Support case management for Financial Advisers, Brokers, and Bank channels to improve turnaround time and pipeline visibility Track and follow up on pending cases, proactively highlighting issues for resolution Act as a trusted point of contact for business partners, providing prompt and solution-based support Guide partners on accurate case submission to improve efficiency and experience Prepare regular and ad-hoc sales reports, with opportunities to automate reporting processes Marketing & Communications Support Serve as the key marketing support contact for the Singapore office Coordinate partner engagement events, seminars, and marketing initiatives Prepare, review, and distribute marketing communications, campaign updates, and field announcements Manage marketing collaterals, ensuring materials are current and stock levels are maintained Gather and consolidate competitor and market intelligence for management updates General & Project Support Conduct training for business partners on new business processes, systems, and illustration tools Act as a subject-matter expert for product illustrations and practical sales support Support onboarding and due diligence of new distribution partners Participate in UAT for system upgrades, portals, and new product launches Collaborate with internal stakeholders and support regional/global projects as required Requirements Tertiary qualification in a relevant discipline Minimum 3 years’ experience in sales support, marketing support, or distribution support within life insurance or financial services Good understanding of life insurance products , ideally Universal Life and HNW business Basic knowledge of life insurance operations (Underwriting, New Business, Customer Service) and regulatory requirements CMFAS certifications (e.g. M5) or equivalent will be an advantage Strong interpersonal and communication skills; team-oriented and service-driven Proficient in MS Office , especially Excel, Word, and PowerPoint Highly organised with strong attention to detail and time management skills Independent, proactive, and comfortable working in a dynamic environment What’s on Offer Competitive salary and performance bonus 5-day work week Comprehensive benefits (medical, dental, life insurance) Exposure to HNW insurance business and regional stakeholders Good career progression opportunities Only shortlisted candidates will be contacted. Shirley Tan (EA Licence Number: 25S2710 /Registration ID: R ) #J-18808-Ljbffr
