Case Manager

2 days ago

Singapur, Singapore QUESS SELECTION & SERVICES PTE. LTD. Full time

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 EA License Number: 23C2060 | Registration ID is R | N.M This is in partnership with the Employment and Employability Institute Pte Ltd ("e2i"). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to Quesscorp Singapore’s PDPA and e2i’s PDPA. #J-18808-Ljbffr

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