Case Manager, HNW Underwriting

Placement Professionals, LLC; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Placement Professionals, LLC in Singapore is seeking an experienced professional to manage a portfolio of new proposals, tracking submissions and issuances, and coordinating with internal and external stakeholders on high-net-worth policies.

You will oversee daily operations, mentor team members, and deliver performance metrics to executives, while liaising with distribution channels and underwriters on pre- and post-issuance inquiries. 5+ years of experience and a business degree are required.

Qualifications

• 5+ years of relevant working experience.
• Degree in Business Administration/Management or related field.

Responsibilities

• Overseeing and establishing daily operational objectives for the department
• Examine and resolve complex issues that lack clear historical precedents
• Serve as a subject matter expert for team members to deliver technical guidance and mentorship
• Manage High Net Worth portfolio of new proposals including tracking of submission and issuance
• Deliver routine performance metrics and updates to executive leadership regarding team outcomes
• 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

Customer oriented & strong comms

Decision-making under pressure

Adaptability in fast-paced env

Collaborative across corporate levels

Analytical thinking & IT savvy

Education

Degree in Business Administration/Management or related field

Tools

MS Office (Excel)

Job description

Overview

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

• Overseeing and establishing daily operational objectives for the department
• Examine and resolve complex issues that lack clear historical precedents
• Serve as a subject matter expert for team members to deliver technical guidance and mentorship
• Manage High Net Worth portfolio of new proposals including tracking of submission and issuance
• Deliver routine performance metrics and updates to executive leadership regarding team outcomes
• 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

Competencies & Personal Traits

• Customer oriented with good interpersonal and communication skills
• Possess strong self-assurance when making critical choices and resolving workplace difficulties
• Ability to adapt to fast-paced and challenging work situations
• Thrive in environments that require continuous collaboration with individuals across all corporate tiers
• IT savvy with strong analytical skills
• Proficient in MS Office (Excel)

Working Experience

5+ years of relevant working experience

Education

Degree in Business Administration/Management or other relevant fields