Case Manager, HNW Underwriting

PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED; Singapore; On-site; SGD 100,000 - 180,000; Full time

Job summary

PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED is seeking a seasoned professional to manage a portfolio of new proposals, tracking submissions and issuances. You will liaise with internal teams and external partners on all new business matters related to High Net Worth policies.

The role emphasizes supervising priorities, problem solving, and providing expert guidance to colleagues, while delivering regular KPI reports to management and ensuring smooth pre- and post-issuance processes.

Qualifications

• Customer-focused with strong communication skills.
• Proven decision-making and problem-solving abilities.
• Comfortable in fast-paced environments.
• Experience handling High Net Worth proposals.
• Proficient with MS Office, especially Excel.
• Degree in Business Administration/Management or related field.

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 skills

Decision making

Adaptability

IT savvy

MS Excel

Analytical thinking

Education

BBA/BA or related degree

Tools

MS Office Suite

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