Case Manager

Talentvis Singapore Pte Ltd.; Singapore; On-site; SGD 56,000 - 100,000; Full time

Job summary

Talentvis Singapore Pte Ltd is looking for an Assistant Manager / Manager, Middle Office to support insurance operations, client onboarding, application administration and coordination with internal teams and external partners.

The role requires a Diploma or Degree in Business/Finance/Marketing or related, with 3–4 years of experience in support or client services, preferably in insurance or financial services.

Qualifications

• Diploma or Degree in Business, Finance, Marketing or related discipline.
• 3–4 years of experience in support, coordination or client servicing roles, preferably within insurance or financial services.
• Familiarity with insurance products and application processes is an advantage.
• Proficient in Microsoft Office, particularly Excel, Word and PowerPoint.
• Strong organisational, communication and interpersonal skills.
• Detail-oriented, proactive and able to manage multiple tasks independently.

Responsibilities

• Prepare presentation materials, insurance product comparisons and financial illustrations.
• Coordinate client onboarding activities, including medical examinations and documentation.
• Liaise with clients and referral partners to gather information and follow up on requirements.
• Support prospecting activities, lead tracking and meeting arrangements.
• Assist with insurance applications, ensuring accurate documentation and timely processing.
• Work closely with Sales Operations and external parties to coordinate application requirements.
• Arrange client meetings and follow up on outstanding action items.

Skills

Organisational skills

Communication skills

Interpersonal skills

Multitasking

Education

Diploma or Degree in Business/Finance/Marketing or related

Tools

Excel

Word

PowerPoint

Job description

Job Summary

We are seeking an Assistant Manager / Manager, Middle Office to support insurance operations, client onboarding, application administration and coordination with internal teams and external partners.

Key Responsibilities

• Prepare presentation materials, insurance product comparisons and financial illustrations.

• Coordinate client onboarding activities, including medical examinations and documentation.

• Liaise with clients and referral partners to gather information and follow up on requirements.

• Support prospecting activities, lead tracking and meeting arrangements.

• Assist with insurance applications, ensuring accurate documentation and timely processing.

• Work closely with Sales Operations and external parties to coordinate application requirements.

• Arrange client meetings and follow up on outstanding action items.

Key Requirements

• Diploma or Degree in Business, Finance, Marketing or a related discipline.

• Minimum 3–4 years of experience in support, coordination or client servicing roles, preferably within insurance or financial services.

• Familiarity with insurance products and application processes is an advantage.

• Proficient in Microsoft Office, particularly Excel, Word and PowerPoint.

• Strong organisational, communication and interpersonal skills.

• Detail-oriented, proactive and able to manage multiple tasks independently.

**We regret to inform that only shortlisted candidates would be notified**

Talentvis Singapore Pte Ltd | EA License No: 04C3537