HNW Case Manager

Our client is looking for a dedicated and detail-oriented Case Manager to join their team. The incumbent will be responsible to provide sales support to Insurance Brokers.

Job description

• Provide sales support to Insurance Brokers
• Collaborate with Insurance Brokers and Bankers to arrange medical appointments, prepare documentation and financial documentation and KYC requirements.
• Prepare customized PowerPoint presentations and product comparisons for client meetings.
• Liaise with Bankers and clients for meetings, medical arrangements, application documentations and policy delivery.
• Submission of application documentation
• Update Insurance Brokers on the pipelines and case progress, ensuring all sales meetings are recorded in the system.
• Ensure all client documentation is complete, accurate, and compliant with internal and insurance company due diligence standards.
• Manage all assigned cases through to completion, including follow-ups and negotiations with insurers and underwriters.
• Collaborate with Insurance Broker and the Client Servicing team to ensure timely preparation and completion of annual reviews.

Requirements

• 1-3 years of experience as Retail/HNW Case Manager
• Strong analytical skills with the ability to interpret financial data and generate insights.
• High attention to detail, ability to manage multiple priorities, and work effectively under deadlines.