Case Manager (Insurance)

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Good Job Creations (Singapore) Pte Ltd is seeking a capable Insurance Operations Specialist to support the sales team by processing new business and guiding cases from submission to policy issuance.

You will coordinate with insurers, prepare policy documents, manage client requests, and liaise with advisers and internal stakeholders. A Diploma or Bachelor's degree and 3–4 years in insurance, wealth management, or financial services are required, with prior case management experience.

Qualifications

• Diploma, Bachelor's degree or equivalent qualification.
• 3–4 years of relevant experience in the insurance, wealth management or financial services industry.
• Prior experience in new business processing, case management is a must.

Responsibilities

• Provide day-to-day support to the sales team in managing new business opportunities and progressing insurance cases.
• Coordinate with insurance providers on policy applications, underwriting requirements and case follow-ups.
• Ensure application forms, supporting documents and policy records are accurately prepared and maintained.
• Support the sales process by coordinating medical appointments, client documentation, logistics and other pre-issuance requirements.
• Prepare policy documentation and assist with post-submission matters, including client requests and reimbursement-related matters.
• Serve as a key point of contact for advisers, clients, insurers and internal stakeholders, responding to queries and following up on outstanding matters.
• Work closely with internal teams to ensure applications move smoothly from initial submission through to policy issuance.
• Keep updated on insurance products, services and relevant banking processes through ongoing training and industry learning.

Skills

New business processing

Case management

Stakeholder coordination

Attention to detail

Education

Diploma or Bachelor's degree

Job description

JOB ID:1680304

Responsibilities

• Provide day-to-day support to the sales team in managing new business opportunities and progressing insurance cases.
• Coordinate with insurance providers on policy applications, underwriting requirements and case follow-ups.
• Ensure application forms, supporting documents and policy records are accurately prepared and maintained.
• Support the sales process by coordinating medical appointments, client documentation, logistics and other pre-issuance requirements.
• Prepare policy documentation and assist with post-submission matters, including client requests and reimbursement-related matters.
• Serve as a key point of contact for advisers, clients, insurers and internal stakeholders, responding to queries and following up on outstanding matters.
• Work closely with internal teams to ensure applications move smoothly from initial submission through to policy issuance.
• Keep updated on insurance products, services and relevant banking processes through ongoing training and industry learning.

Requirements

• Diploma, bachelor's degree or equivalent qualification.
• 3–4 years of relevant experience in the insurance, wealth management or financial services industry.
• Prior experience in new business processing, case management is a must.
• Strong organizational skills with good attention to detail and the ability to manage multiple cases simultaneously.
• Comfortable working with different stakeholders and following up on time-sensitive requirements.

Only shortlisted applicants will be contacted. All applications will be kept in our database for future career opportunities.

Your application will be handled in accordance with our company’s Privacy Policy, available here:https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name:Gabriel Tan
EA Personnel Reg. No.:R22104076
EA Licence No.:07C5771