Case Manager (HNW/Financial Service) - #1164806

• Position : Case Manager (HNW Insurance / Financial Services)

• Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)

• Working hours : Monday to Friday | 9am to 5.45pm (with 2 days WFH Per Month)

• Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18 to 25 days annual leaves + Medical Benefits

• Duration : Permanent

• Industry : Integrated Insurance Brokerage

Main Responsibilities:

• Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings.

• Provide new business sales support and after-sales policy services support for sales consultants.

• Follow internal processes and ensure proper documentation are obtained and filed in CRM

• Co-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s application forms.

• Handle new business case submissions to different insurers and work closely with sales consultants to policy inception.

• Handle monthly bank’s reporting.

• Handle inquiries from internal and external stakeholders and ensure they are answered promptly.

• Ad-hoc duties assigned, within the Sales Operations Department.

Requirements:

• Minimum Diploma with at least 2-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry.

• Good interpersonal skill with internal and external stakeholders.

• Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.

  
  

Email to: chl••@searchpersonnel.com.sg

***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Deputy Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684

Thank you for your interest in this position. Our shortlisting period is 3 working days. Only shortlisted candidates will be contacted for further consideration.

If you do not receive communication from us within this timeframe, it's likely that your application has not been shortlisted by our client. In such cases, we recommend that you continue your job search to maximize your opportunities. We wish you all the best and should we have any suitable roles that match your experiences/ qualifications/ preferences, we will reach out to you.