HNW Case Manager

GRAVITAS RECRUITMENT GROUP (SG) PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A recruitment agency in Singapore is seeking a detail-oriented Case Manager to provide vital sales support to Insurance Brokers. Your role includes collaborating with various stakeholders to ensure seamless operations, preparing presentations, and managing documentation. The ideal candidate will have 1-3 years of relevant experience, be familiar with life insurance products, and possess strong analytical skills to drive insights. Attention to detail and the ability to handle multiple tasks under tight deadlines will be crucial for success.

Qualifications

• 1-3 years of experience as Case Manager.
• Familiarity with life insurance products and concepts is essential.
• Strong analytical skills to interpret financial data.

Responsibilities

• Provide sales support to Insurance Brokers.
• Prepare product comparisons and PowerPoint presentations.
• Manage assigned cases through to completion.

Skills

Analytical skills

Attention to detail

Ability to manage multiple priorities

Job description

Our client is looking for a dedicated and detail-oriented Case Manager to join their team. The incumbent will be responsible to provide sales support to Insurance Brokers.

Job description

• Provide sales support to Insurance Brokers
• Collaborate with Insurance Brokers and Bankers to arrange medical appointments, prepare documentation and financial documentation and KYC requirements.
• Prepare customized PowerPoint presentations and product comparisons for client meetings.
• Liaise with Bankers and clients for meetings, medical arrangements, application documentations and policy delivery.
• Submission of application documentation
• Update Insurance Brokers on the pipelines and case progress, ensuring all sales meetings are recorded in the system.
• Ensure all client documentation is complete, accurate, and compliant with internal and insurance company due diligence standards.
• Manage all assigned cases through to completion, including follow-ups and negotiations with insurers and underwriters.
• Collaborate with Insurance Broker and the Client Servicing team to ensure timely preparation and completion of annual reviews.

Requirements

• 1-3 years of experience as Case Manager
• Familiar with life insurance products and concepts
• Strong analytical skills with the ability to interpret financial data and generate insights.
• High attention to detail, ability to manage multiple priorities, and work effectively under deadlines.