Job Summary
This role is responsible for managing the end‑to‑end New Business (NB) process for High Net Worth (HNW) insurance cases,from submission to policy issuance. The position acts as a key coordinator betweendistributors, referral banks, underwriters, and internal stakeholders to ensuretimely, competitive, and high‑quality case outcomes.
Responsibilities
· Responsible for managing the end‑to‑end HNW New Business (NB)lifecycle to policy issuance accurately and timely, coordinating with distributors, internal Sales & Distribution (S&D), Underwriting, Legal& Compliance, and other internal teams.
· Ensure compliance with internal policies, regulatory requirements, and service standards.
· Proactively engage, manage underwriters and distributors to fulfil underwriting requirements, monitor turnaround times, resolve complex enquiries, and facilitate timely policy issuance.
· Study underwriting decisions, compare them with distributor expectations, and provide relevant insights and information to underwriters for consideration
· Build and maintain strong working relationships with HNW distributors, private banks, referral partners, lenders, and internal stakeholders through responsive and high‑touch support
· Maintain accurate records and provide continuous updates to S&D and senior management with application activities
· Monitor and manage NB case pipelines, follow up on outstanding case requirements, identify bottlenecks, conduct pipeline review meetings, and prepare progress updates, analysis, and management reports
· Engage with Business Partner’s Case Managers to understand reasons for cases being placed on hold or not proceeding, particularly under best‑effort underwriting scenarios
· Identify, report and escalate potential incidents and complaints in a timely manner
· Prepare ad hoc analysis and management reports as required
· Handle special projects and other assignments as delegated.
Requirements
Interested candidates are invited to submit the application with detailed resume stating educational background, working experience, current and expected salaries and contact number.
Your application will be treated in strict confidence. Only shortlisted candidates will be notified.
Personal data collected will be used for recruitment purposes.
Personal data of unsuccessful applicants may be retained up to two years only.
TRANSAMERICA LIFE (BERMUDA) LTD.
Founded in 1906, Transamerica is one of the world’s leading financial services companies with over 100 years of history. Transamerica Life (Bermuda) Ltd. (Transamerica Life Bermuda) was established in 2005 and its full-service branches opened in Hong Kong and Singapore in 2006. Transamerica Life...
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