Case Manager
3 weeks ago
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
-
Case Manager
2 days ago
Singapur, 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/Assistant Case Manager
3 weeks ago
Singapur, 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
5 days ago
Singapur, 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,...
-
Case Manager
3 weeks ago
Singapur, Singapore Quess Selection & Services Full timeDirector - Head of Permanent Recruitment Are you detail-oriented, client-focused, and passionate about delivering seamless client experiences within the wealth and insurance advisory space? We are looking for a Case Manager (New Business) to join a leading international financial advisory firm that partners with high-net-worth individuals and families on...
-
Case Manager/Assistant Case Manager
1 week ago
Singapur, Singapore Thye Hua Kwan Moral Charities Limited Full timeResponsibilities Managing potential client referral and conducting home visits to assess eligibility for intake into SCS services. Work with partner agencies and stakeholders, referring the clients and/or caregivers to those that can address their needs such as financial aid, healthcare, therapy etc. Providing information on details of services to new...
-
Case Manager
1 week ago
Singapur, Singapore Institute of Mental Health Full timeTo provide essential case management services to individuals with mental health challenges. Job Responsibilities Perform assessments to determine client needs, health status, and social conditions Develop individualized treatment plans, coordinating services, and offering ongoing support to facilitate client recovery Collaborate with clients, families, and...
-
Case Manager/Assistant Case Manager
3 weeks ago
Singapur, Singapore HYPERSCAL SOLUTIONS PTE. LTD. 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/Assistant Case Manager
2 weeks ago
Singapur, Singapore HYPERSCAL SOLUTIONS PTE. LTD. 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
Singapur, Singapore Institute of Mental Health Full time2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description To provide essential case management services to individuals with mental health challenges. Job Responsibilities Perform assessments to determine client needs, health status, and social conditions. Develop individualized treatment plans,...
-
Case Manager
1 week ago
Singapur, Singapore Institute of Mental Health Full timeJoin to apply for the Case Manager (EPIP) role at Institute of Mental Health Overview Join to apply for the Case Manager (EPIP) role at Institute of Mental Health Responsibilities Provide and coordinate continuity of inpatient and outpatient care from initial consultation through to recovery Conduct assessment of patients for medical, psychological, social,...
