HNW Case Manager

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456)   jiawei@placement.com.sg I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles. Responsibilities Assist the sales force daily in handling incoming commercial prospects and advancing policy files. Coordinate with insurance providers on policy applications, underwriting requirements and case follow-ups. Verify that entry forms, verification papers, and coverage records are correctly filled out and filed. Support the sales process by coordinating medical appointments, client documentation, logistics and other pre-issuance requirements. Draft contract files and manage administrative tasks following submittal, including user demands and refund procedures. Act as a central link for consultants, consumers, underwriters, and corporate units, answering questions and tracking unresolved issues. Collaborate closely with internal units to guarantee files transition seamlessly from first filing to final contract delivery. Keep updated on insurance products, services and relevant banking processes through ongoing training and industry learning. Spot areas where operational structures can be streamlined and help upgrade standard internal workflows.

Requirements Diploma, bachelor's degree or equivalent qualification. 3–4 years of relevant experience in the insurance, wealth management or financial services industry. Prior experience in new business processing, case management is a must. Possess exceptional administrative abilities with precision and the capacity to oversee various customer files at once. Comfortable working with different stakeholders and following up on time-sensitive requirements. By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.