Global UHNW Insurance Case Manager

Howden Private Wealth; Singapore; On-site; SGD 50,000 - 84,000; Full time

Job summary

Howden Private Wealth in Singapore is seeking an organised Administrative Support specialist to assist Sales Consultants across the case management lifecycle, from quotation through post inception. You will liaise with bankers, trustees and insurers to ensure a smooth process.

The role requires a degree and at least three years in life insurance, strong MS Office skills, and excellent coordination and communication. Join a global network supporting UHNW client services.

Qualifications

• Degree holder with professional insurance qualifications preferred.
• Minimum 3 years of relevant work experience, with knowledge in life insurance.
• Proficient in Microsoft Office.
• Strong organizational and communication skills.

Responsibilities

• Provide all administrative support to Sales Consultants
• Assist Sales Consultants on all Case Management matters; from quotation stage to inception of policy and post inception thereafter
• Liaise with bankers, trustees, insurance carriers and clients to ensure a smooth Case Management process
• Assist with arrangement of all medical exams / re-tests / additional tests
• Attend medical examination with clients and collection of clients’ data (when necessary)
• Ensure information and application documentation are complete, accurate and in order
• Ensure adherence to all Compliance requirements
• Maintain good record keeping of each application
• Update progress on pending case report and inforce list
• Provide accurate and timely reports to Bank Partners & Management
• Assist on clients’ travel and medical reimbursements
• Other ad-hoc tasks as and when required

Skills

Organizational skills

Communication skills

Multitasking

Team player

Interpersonal skills

Education

Degree holder

Insurance qualifications

Tools

Microsoft Office

Job description

Howden Private Wealth in Singapore is seeking an organised Administrative Support specialist to assist Sales Consultants across the case management lifecycle, from quotation through post inception. You will liaise with bankers, trustees and insurers to ensure a smooth process.

The role requires a degree and at least three years in life insurance, strong MS Office skills, and excellent coordination and communication. Join a global network supporting UHNW client services.