Case Manager (Hnw Insurance / New Business)

Position : Case Manager (HNW Insurance / New Business) Location : 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) : Basic salary of $5,500 – $7,500 per month + variable bonus + 18 to 25 days’ annual leave + medical benefits Duration : Permanent Industry : HNW Insurance Brokerage / Financial Services Main Responsibilities: Prepare policy highlights, quotations and insurer illustrations for meetings conducted by sales consultants. Provide new-business sales support and after-sales policy-servicing support to sales consultants. Ensure all required documents are obtained, accurately completed and properly maintained in the CRM system. Coordinate pre-submission activities, including medical appointments, internal KYC documentation and insurers’ application forms. Manage HNW new-business case submissions to insurers and follow through with sales consultants and insurers until policy inception. Monitor application progress, underwriting requirements and outstanding documents to support timely case completion. Prepare monthly new-business or case-status reports for banking partners. Respond promptly to enquiries from internal and external stakeholders. Perform other duties assigned within the Sales Operations Department. Requirements: Minimum Diploma with at least two to three years of HNW insurance case-management or new-business experience within an insurer, insurance brokerage, bancassurance or financial-advisory environment. Strong knowledge of insurer documentation, underwriting requirements and new-business submission processes. Able to manage HNW insurance cases independently from pre-submission checks through policy inception. Email to: chloe@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