Case Management (Bancassurance, Non-Exclusive), Specialist

AIA; Singapore; Sur place; SGD 60 000 - 90 000; Plein temps

Résumé du poste

AIA in Singapore seeks a Partnership Distribution Case Management Specialist to connect channel heads with distribution partners, guiding end-to-end case management from submission to policy issuance.

You will coordinate with underwriters, advisors, banks, and internal stakeholders to ensure accurate submissions, timely approvals, and compliant processes within a fast-paced bancassurance environment.

Qualifications

• Bachelor’s degree in Business Administration, Finance or related field.
• 3–5 years of case management experience in bancassurance, banking, or HNW.
• Experience in life insurance, new business or policy servicing.
• Knowledge of life insurance regulations (MAS guidelines in Singapore).
• Strong ownership and follow-up with coordination skills.
• Ability to communicate effectively with diverse stakeholders.
• Numbers-driven with ability to track and generate data driven reporting.
• Proficiency in MS Excel and reporting tools for data analysis.

Responsabilités

• Manage end-to-end case lifecycle from submission to policy issuance.
• Provide day-to-day operational support to the Channel head and monitor pipeline movement.
• Assist in preparing reports, updates and tracking for business reviews.
• Maintain accurate case trackers and follow-up logs to ensure timely resolutions.
• Build and maintain relationships with bankers & partners to ensure timely policy issuance.

Connaissances

Stakeholder management

Communication skills

Data analysis

MS Excel

Fast-paced environment

Team player

Ownership

Formation

Bachelor’s degree in Business Administration, Finance or related field

Outils

Reporting tools

Description du poste

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. So if you believe in inspiring a better future, read on.

About the Role

A Partnership Distribution Case Management Specialist acts as a critical link between channel heads and their distribution partners (such as banks or brokers), ensuring that new business applications move efficiently from submission to policy inception. The case management specialist is responsible for supporting channel head in managing the end-to-end case management and operational journey for partnership distribution channels, seamless and timely execution of the new business applications and the applications are accurately captured in the systems and meet regulatory standards. This role focuses on maximizing the number of issued cases by facilitating communication between underwriters, advisors, and bank partners, enabling the team to focus on driving business growth.

WHAT YOU’LL BE DOING

Case Management

• Manage end-to-end case lifecycle from submission to policy issuance
• Perform proactive follow-ups on pending cases to ensure timely closure
• Ensure completeness and accuracy of submissions at point of entry
• Track and resolve underwriting or documentation issues

Channel Support and reporting

• Provide day-to-day operational support to the Channel head
• Assist in monitoring and reporting on pipeline movement, case progress and turnaround time
• Support preparation of reports, updates and tracking for business reviews
• Enable smooth execution by ensuring operational efficiency
• Maintain accurate case trackers and follow-up logs
• Highlight key issues and provide proposed solutions to the Channel head
• Identify gaps in the submission-to-inception workflow and suggest new procedures to improve operational efficiency

Stakeholders Support

To ensure clear communication and timely resolution of case-related matters proactively, the incumbent should have good stakeholders’ management capability to work closely with Internal stakeholders within AIA (not limiting to AIA Life Operations, Cashiers, Compliance)

Bankers & Partners Relationship Management

Maintain professional relationships with internal stakeholders, bankers and partners to maintain a high standard of service support and ensure prompt delivery of policy issuance requirements, outstanding documents and case status updates.

Ad-Hoc & Campaign Support

• Assist in campaign fulfilment and tracking
• Provide operational support for the channel initiatives and projects

WHAT YOU SHOULD HAVE

• Bachelor’s degree in Business Administration, Finance or a related field
• Minimum 3 to 5 years of case management experience ideally within insurance bancassurance, banking, or the High Net Worth (HNW) sector
• Experience in life insurance, new business or policy servicing preferred and exposure to HNW cases would be an advantage
• Knowledge of life insurance industry in Singapore and/or Asia would be a plus
• Good understanding of underwriting requirements, insurance products, and relevant regulations (e.g., MAS guidelines in Singapore)
• Strong sense of ownership with follow-up and coordination skills
• Ability to communicate effectively with diverse stakeholders internally and externally
• Numbers-driven with ability to track and generate data driven reporting
• Proficient in MS Excel and reporting tools for data analysis and reporting
• Proficiency in managing high-volume caseloads with tight deadlines and a high degree of accuracy
• A team player with good collaboration skills and the ability to work in a fast-paced environment

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives. You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date. "Better" starts with people who reimagine what is possible and turn ideas into meaningful action. At AIA, you will contribute in your own way, help shape outcomes that matter and collaborate with colleagues across disciplines, teams, markets and levels. We will support you to broaden your perspective, strengthen your capabilities and grow your impact. Together, we challenge assumptions, learn from one another and find better ways forward. Bring your ambition, experience and ideas to AIA, and help shape what “better” looks like.