Case Manager (HNW)

A well-established High Net Worth (HNW) insurance brokerage is seeking an experienced Case Manager to support its growing portfolio of affluent and UHNW clients.

This role sits at the heart of the business, working closely with senior advisers, insurers, and internal stakeholders to ensure seamless policy execution and exceptional client service.

• Act as the primary case management support for HNW insurance portfolios, from onboarding to policy issuance and renewals
• Coordinate with insurers on quotations, underwriting requirements, documentation, and follow-ups
• Prepare and manage policy applications, endorsements, renewals, and claims documentation
• Liaise closely with advisers to ensure timely execution of client instructions
• Provide high-touch servicing to HNW / UHNW clients , maintaining discretion and professionalism at all times
• Track case progress, manage timelines, and ensure service standards are consistently met
• Support compliance and regulatory requirements, ensuring documentation is accurate and complete
• Identify process improvements to enhance efficiency and client experience

• Prior experience as a Case Manager, Client Service Executive, or Insurance Support role within:
  • Insurance brokerage, or
  • HNW / UHNW insurance, wealth management, or private banking environment
• Strong understanding of life insurance and/or general insurance processes
• Comfortable managing multiple cases concurrently in a fast-paced environment
• Highly organised, detail-oriented, and service-driven
• Strong communication skills with the ability to engage insurers, advisers, and sophisticated clients
• High level of discretion and professionalism when handling sensitive client information
• Relevant insurance certifications (e.g. CMFAS, M9/M5/M8) would be advantageous

• Opportunity to work within a boutique HNW-focused brokerage
• Exposure to complex, bespoke insurance solutions for affluent clients
• Stable role with long-term career development potential
• Competitive remuneration commensurate with experience

Interested candidates you may submit your resume in word format to [email protected]. Do note that only shortlisted candidates will be notified

Jeremy Tang ZhiHao

Quess Selection & Services

EA Licence Number: 23C2060

R1325165

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.