Senior Manager - Case Manager [HNW Insurance]

[Job ID: 1616546]

Job Summary:

A client-focused role supporting high-net-worth insurance applications through precise case management, regulatory compliance, and close collaboration with sales teams.

Responsibilities:

• Manage new business insurance applications in accordance with HNW underwriting standards, internal SOPs, and regulatory requirements.
• Prepare, validate, and support high-value sales illustrations requested by sales consultants and business partners.
• Work closely with sales consultants to facilitate smooth preparation and end-to-end processing of HNW insurance applications.
• Provide accurate and timely updates on application progress to internal stakeholders and sales consultants.
• Maintain complete and accurate client, meeting, and case records within the CRM system.
• Ensure all new business documentation is submitted accurately and within stipulated timelines.
• Support team members with case management, medical requirements, sales presentations, and related documentation.
• Liaise with Finance and New Business teams on paid reports and required financial documentation.
• Ensure strict compliance with internal policies and MAS regulatory requirements.

Requirements:

• Minimum 5 years of experience in sales, client servicing, or relationship management, preferably within the insurance or banking industry.
• Strong interpersonal, relationship management, communication, and presentation skills.
• Proactive, self-motivated, self-disciplined, and committed to service excellence and integrity.
• Demonstrated ability to multitask effectively and perform under tight deadlines in a fast-paced environment.
• Proficiency in English for business communication and documentation.
• Proficiency in Mandarin language for liaising with Mandarin-speaking clients and business partners.
• Prior experience supporting high-net-worth clients and handling complex insurance cases is an added advantage.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771