HNW Case Manager

Placement Professionals, LLC; Singapore; On-site; SGD 50,000 - 67,000; Full time

Job summary

Placement Professionals, LLC is seeking a detail-oriented insurance operations administrator in Singapore to assist the sales force, coordinate with insurers, and ensure accurate filing of forms and records. The role also supports pre-issuance activities, drafts contract files, and acts as a central liaison across consultants, underwriters, and corporate units.

Ideal candidates have 3-4 years in insurance/wealth management, strong administrative precision, and the ability to manage multiple

Qualifications

• 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.
• Possess exceptional administrative abilities with precision and the capacity to oversee various customer files at once.
• Comfortable working with different stakeholders and following up on time-sensitive requirements.

Responsibilities

• Assist the sales force daily in handling incoming commercial prospects and advancing policy files.
• Coordinate with insurance providers on policy applications, underwriting requirements and case follow-ups.
• Verify that entry forms, verification papers, and coverage records are correctly filled out and filed.
• Support the sales process by coordinating medical appointments, client documentation, logistics and other pre-issuance requirements.
• 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.
• Keep updated on insurance products, services and relevant banking processes through ongoing training and industry learning.
• Spot areas where operational structures can be streamlined and help upgrade standard internal workflows.

Job description

Responsibilities

• Assist the sales force daily in handling incoming commercial prospects and advancing policy files.


• Coordinate with insurance providers on policy applications, underwriting requirements and case follow-ups.


• Verify that entry forms, verification papers, and coverage records are correctly filled out and filed.


• Support the sales process by coordinating medical appointments, client documentation, logistics and other pre-issuance requirements.


• 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.


• Keep updated on insurance products, services and relevant banking processes through ongoing training and industry learning.


• Spot areas where operational structures can be streamlined and help upgrade standard internal workflows.

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.


• Possess exceptional administrative abilities with precision and the capacity to oversee various customer files at once.


• Comfortable working with different stakeholders and following up on time-sensitive requirements.

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