Case Manager, HNW Insurance Brokerage

Role Overview

We are seeking a hands-on and experienced operations professional to support our operations and case management function.

The role is suited for candidates with strong insurance brokerage operations experience who are comfortable managing and coordinating day-to-day operational workflows. The successful candidate will work closely with consultants, internal and external stakeholders to ensure efficient case management and high service standards.

Key Responsibilities

• Manage the end-to-end case process from the initial client meeting to placement, and post servicing
• Support consultants in the preparation of quotations, product comparison and marketing materials for client meetings
• Facilitate the arrangement of client medical examinations and assist in preparing pre-submission documentation
• Liaise with insurers for case submissions and follow-up on underwriting.
• Work closely with consultants and external stakeholders (i.e., bankers, wealth planners, insurers, trustees, and EAMs) to establish policy ownership and arrange for collateral premium financing
• Assist consultants to facilitate the timely completion of all client policy servicing requirements and completion of annual reviews
• Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence as well as regulatory requirements
• Prepare regular reports on pipeline and bank activity
• Execute assigned operational duties and tasks according to established standard operating procedures
• Undertake ad-hoc operational projects

Qualifications

• Strong organizational, multi-tasking, and time management skills to manage complex case processes
• Strong understanding of life insurance products and operational processes, particularly within the HNW segment
• Minimum 2 years or relevant experience preferrable in insurance or banking industry
• Effective written and verbal communication skills with attention to detail and professionalism
• Familiarity with the Singapore insurance regulatory environment is an advantage