Case Management Associate (Insurance/Financial/Sales Department) - Up To $7,500 + Bonus

SEARCH PERSONNEL PRIVATE LIMITED; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading recruitment agency in Singapore is seeking a Case Management Associate with at least 2-3 years of experience in the insurance industry. You will provide support for sales consultants, handle inquiries, and ensure proper documentation. The role offers a salary of up to $7,500 plus bonuses, along with annual leaves and medical benefits. Interested candidates should email their applications.

Benefits

Variable Bonus

18 - 25 days annual leave

Medical Benefits

Qualifications

• Minimum Diploma with at least 2-3 years of case management experience.
• Good interpersonal skill with internal and external stakeholders.
• Strong understanding of underwriting requirements from insurers.

Responsibilities

• Generate highlights and insurer’s illustrations for sales meetings.
• Provide new business sales support and after-sales policy services.
• Ensure proper documentation is obtained and filed in CRM.
• Co-ordinate pre-case submission tasks and handle inquiries.
• Handle monthly bank reporting.

Skills

Case management experience

Interpersonal skills

Understanding of underwriting requirements

Education

Diploma

Job description

Overview

• Position : Case Management Associate (Insurance/Financial/Sales Department) - Up To $7,500 + Bonus
• Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)
• Working hours : Monday to Friday | 9am to 5.45pm (with 2 days Per Month)
• Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18 - 25 days annual leaves + Medical Benefits
• Duration : Permanent
• Industry : Integrated Insurance/Broking/Financial Planning

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.

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Chloe Ong

Associate Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684