Case Manager (Life Insurance)

KAIROS GLOBAL SEARCH PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading insurance broker seeks a meticulous Case Manager (Life Insurance) to join their operations team. This role involves overseeing the onboarding process for high-net-worth clients, ensuring seamless communication and accuracy in documentation. Candidates should possess relevant experience and a client-first mindset to deliver exceptional service.

Qualifications

• 3-5 years of relevant experience in life insurance case management.
• Strong knowledge of life insurance application and underwriting process.
• Experience with private banks, brokers, trust companies or financial advisors.

Responsibilities

• Coordinate and manage new life insurance applications and underwriting processes.
• Liaison between internal advisors, clients, insurers, and third-party providers.
• Track and monitor the progress of all cases.

Skills

Attention to Detail

Organizational Skills

Time Management

Communication Skills

Education

Bachelor's degree in Finance, Business, Insurance or related discipline

Job description

Job Description:

Our client is a specialized HNW Life Insurance Broker offering bespoke solutions to ultra-high net-worth individuals and families. Their services include structuring Family Offices, Trust setup, and delivering tailored life insurance strategies to preserve and transfer wealth across generations. They are seeking a meticulous and service-oriented Case Manager (Life Insurance) to join the high-performing operations team. This individual will play a critical role in managing and supporting the end-to-end process of HNW insurance policy onboarding, from case submission to policy issuance, ensuring a seamless experience for both clients and internal advisors.

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Key Responsibilities:

• Coordinate and manage all aspects of new life insurance applications and underwriting processes for HNW clients.
• Serve as a key liaison between internal advisors, clients, insurers, underwriters, and third-party providers (trust companies, legal advisors, etc.).
• Prepare, review, and submit documentation and application forms to ensure accuracy, compliance, and completeness.
• Track and monitor the progress of all cases, proactively managing timelines and resolving issues or delays.
• Facilitate communication between the underwriting team and clients to address requirements such as medicals, financial documents, and compliance checks.
• Maintain detailed records and case notes using internal CRM systems and tracking tools.
• Work with senior management and advisors to support complex policy structuring, including policies held under Trusts or assigned to Family Offices.
• Ensure all documentation meets internal compliance, legal, and regulatory standards.
• Assist in post-issuance servicing, including policy delivery, billing setup, and client onboarding for long-term relationship management.
• Provide exceptional client service and maintain a high degree of confidentiality.

Requirements:

• Bachelor's degree in Finance, Business, Insurance, or a related discipline.
• At least 3-5 years of relevant experience in life insurance case management, preferably with exposure to HNW or international clients.
• Strong knowledge of the life insurance application and underwriting process; understanding of HNW insurance products is an advantage.
• Experience working with private banks, brokers, trust companies, or financial advisors is preferred.
• High attention to detail, excellent organizational and time-management skills.
• Strong communication skills, with a client-first mindset and ability to manage stakeholders professionally.

EA Licence No: 23S1615