Case Manager, HNW Underwriting

prudential; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Prudential Singapore is seeking an experienced professional to manage a portfolio of High Net Worth proposals, oversee submission and issuance, and coordinate with internal and external stakeholders.

You will lead a small team, set priorities, report KPIs, and liaise with underwriters across pre- and post-issuance processes, ensuring smooth new business handling. The ideal candidate has 5+ years in relevant roles, a business degree, and strong Excel and communication skills.

Qualifications

• Customer oriented with good interpersonal and communication skills.
• Confident in decision making and problem solving.
• Ability to adapt to fast-paced and challenging work situations.
• Enjoy working with people at all levels.
• IT savvy with strong analytical skills.
• Proficient in MS Office (Excel).

Responsibilities

• Supervising and setting priorities for the team.
• Analyze and solve problems without clear precedence.
• Acts as a resource for colleagues to provide expertise advice/coaching.
• Manage High Net Worth portfolio of new proposals including tracking of submission and issuance.
• Regular reporting to management on the team's key performance indicators.
• Liaison between distribution channels and underwriters on pre-issuance and post-issuance transactions as well as enquiries.
• Work closely with relevant department on all new business matters relating to High-Net-Worth policies.

Skills

Interpersonal skills

Communication

Problem solving

Adaptability

Teamwork

Education

BBA/BA in Business Administration

Tools

MS Excel

Job description

Job Profile Summary

In this role, you will manage a portfolio of new proposals including tracking of submission and issuance. As part of this dynamic role, you will work closely with internal and external stakeholders on all new business matters relating to new policies.

Job Description

• Supervising and setting priorities for the team
• Analyze and solve problems without clear precedence
• Acts as a resource for colleagues to provide expertise advice/coaching
• Manage High Net Worth portfolio of new proposals including tracking of submission and issuance
• Regular reporting to management on the team's key performance indicators
• Liaison between distribution channels and underwriters on pre-issuance and post-issuance transactions as well as enquiries
• Work closely with relevant department on all new business matters relating to High-Net-Worth policies

Who we are looking for: Competencies & Personal Traits

• Customer oriented with good interpersonal and communication skills
• Confident in decision making and problem solving
• Ability to adapt to fast-paced and challenging work situations
• Enjoy working with people at all levels
• IT savvy with strong analytical skills
• Proficient in MS Office (Excel)

Working Experience

• At least 5 years of relevant working experience

Education

• Degree in Business Administration/Management or other relevant fields

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.