HNW Case Manager

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. is seeking an Insurance Operations professional to support the sales team in managing new business opportunities and progressing insurance cases.

You will coordinate with insurers on applications, underwriting, and policy issuance, maintain accurate records, and liaise with advisers, clients, and internal teams to ensure smooth processing. This role emphasizes attention to detail, strong organizational skills, and the ability to handle multiple cases in a

Qualifications

• 3-4 years of relevant experience in the insurance, wealth management or financial services industry.
• Diploma or bachelor’s degree or equivalent qualification.
• Experience in new business processing and case management.
• Strong organizational skills with attention to detail and ability to multitask.
• Ability to coordinate with advisers, clients, insurers and internal stakeholders.

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.
• Identify opportunities to improve existing workflows and contribute to the enhancement of internal processes.

Skills

Organizational skills

Attention to detail

Stakeholder management

Communication

Education

Diploma or Bachelor's degree

Job description

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.
• Identify opportunities to improve existing workflows and contribute to the enhancement of internal processes.

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.