Case Manager (Insurance)

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. Liaise directly with insurance underwriters regarding coverage submissions, risk assessment conditions, and status updates. Verify that entry forms, verification papers, and coverage records are correctly filled out and filed. Facilitate client onboarding workflows by scheduling clinical examinations, managing buyer records, overseeing logistics, and handling other early-stage processing milestones. 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. Enhance your professional understanding of asset protection vehicles, financial services, and related banking workflows through continuous workplace education. Requirements Diploma, bachelor's degree or equivalent qualification. Possess three to four years of applicable professional background in the underwriting, wealth advisory, or financial operations fields. 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. Maintain full confidence working alongside diverse business partners and tracking highly time-sensitive operational milestones. By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.