Case Manager (Insurance)

Placement Professionals, LLC; Singapore; On-site; SGD 48,000 - 64,000; Full time

Job summary

Placement Professionals, LLC in Singapore seeks a seasoned insurance operations professional to support the sales force, coordinate submissions with underwriters, and ensure accurate filing and documentation of policy files.

You will manage onboarding workflows, draft contracts, and serve as a central liaison among consultants, consumers, underwriters, and internal units, driving smooth transitions from initial filing to final contract delivery.

Qualifications

• Demonstrated administrative abilities with precision and multitasking capability.
• Experience in new business processing or case management is required.
• Ability to coordinate with multiple business partners and meet time-sensitive milestones.

Responsibilities

• Assist the sales force daily in handling incoming commercial prospects and advancing policy files.
• Liaise with insurance underwriters regarding coverage submissions, risk assessment conditions, and status updates.
• Verify that entry forms, verification papers, and coverage records are correctly filled out and filed.
• Facilitate client onboarding workflows by scheduling examinations, managing buyer records, overseeing logistics, and handling milestones.
• Draft contract files and manage administrative tasks following submittal, including user demands and refund procedures.
• Act as a central link for consultants, consumers, underwriters, and corporate units, answering questions and tracking unresolved issues.
• Collaborate with internal units to ensure seamless file transitions from first filing to final delivery.
• Enhance understanding of asset protection vehicles, financial services, and banking workflows through ongoing education.

Skills

Administrative skills

Case management

Underwriting liaison

Client onboarding

Stakeholder coordination

Attention to detail

Education

Diploma/Bachelor's degree

Job description

Responsibilities

• Assist the sales force daily in handling incoming commercial prospects and advancing policy files.
• Liaise directly with insurance underwriters regarding coverage submissions, risk assessment conditions, and status updates.
• Verify that entry forms, verification papers, and coverage records are correctly filled out and filed.
• Facilitate client onboarding workflows by scheduling clinical examinations, managing buyer records, overseeing logistics, and handling other early-stage processing milestones.
• Draft contract files and manage administrative tasks following submittal, including user demands and refund procedures.
• Act as a central link for consultants, consumers, underwriters, and corporate units, answering questions and tracking unresolved issues.
• Collaborate closely with internal units to guarantee files transition seamlessly from first filing to final contract delivery.
• Enhance your professional understanding of asset protection vehicles, financial services, and related banking workflows through continuous workplace education.

Requirements

• Diploma, bachelor's degree or equivalent qualification.
• Possess three to four years of applicable professional background in the underwriting, wealth advisory, or financial operations fields.
• Prior experience in new business processing, case management is a must.
• Possess exceptional administrative abilities with precision and the capacity to oversee various customer files at once.
• Maintain full confidence working alongside diverse business partners and tracking highly time-sensitive operational milestones.

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