Case Manager (HNW Insurance Broker)

The client is a HNW insurance broker firm.

Job Responsibilities

• Work closely with sales consultants to ensure timely submission of insurance applications.
• Coordinate with clients and sales consultants on outstanding documents to ensure timely case completion.
• Liaise with medical providers (including doctors and clinics) to obtain clients’ historical medical reports and required supporting documents.
• Involvement in preparation and consolidation of offer comparison tables for each case submission to support Sales Consultants in advising clients.
• Ensure all submissions comply with internal policies and insurers’ regulatory requirements, with complete and accurate documentation
• Prepare monthly performance and case status reports for assigned banking partners and external stakeholders.
• Generate insurance proposal illustrations and distribute them to Sales Consultants or banking partners promptly.
• Coordinate with bankers, trustees, and relevant stakeholders on policy ownership documentation and related administrative requirements.

Required Requirements

• Degree in Business Administration, Finance, or related field.
• Completion of IIQE Papers I, III, and V.
• Minimum 3 years of relevant experience in the life insurance sector.
• Strong communication and presentation skills.
• Excellent proficiency in Microsoft Office  

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.


CW
BeathChapman Pte Ltd