HNW Case Manager - Insurance

PERENNIAL HR PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services firm in Singapore is looking for a meticulous Sales Operations Manager. This role involves supporting insurance sales consultants through the case management process, including preparing documentation, coordinating applications, and maintaining case records. The ideal candidate has at least 2 years of case management experience in the insurance sector and strong organizational skills. If you excel in fast-paced environments and enjoy collaborative teamwork, we encourage you to apply.

Qualifications

• Minimum of 2 years of case management experience, ideally in insurance or broking.
• Exposure to high-net-worth clientele is preferred.
• Comfortable using insurer platforms for proposals.
• Knowledge of underwriting processes.

Responsibilities

• Support sales consultants in case management and documentation.
• Serve as the main contact for new business and post-sale support.
• Coordinate medical and KYC processes for applications.
• Submit and track insurance applications.
• Respond to queries efficiently.
• Maintain accurate case documentation within CRM.
• Provide regular reports to stakeholders.

Skills

Case management experience

Strong communication skills

Service-oriented mindset

Organizational skills

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Proficiency in Microsoft PowerPoint

Job description

Our client is a well-established financial services firm known for delivering tailored insurance solutions to high-net-worth clients. As part of their continued growth, they are seeking a meticulous and proactive Sales Operations Manager to support insurance sales consultants in the end-to-end case management process.

This is a critical role that bridges internal teams, insurers, and clients. You will be responsible for ensuring every case submission is handled with precision and care, enabling consultants to deliver exceptional service and results.

Key Responsibilities:

• Support sales consultants by preparing insurance quotations, illustrations, and key case documentation for client meetings
• Act as the primary contact for all new business and post-sale support, ensuring smooth policy issuance and servicing.
• Coordinate case preparation tasks including medical arrangements, KYC checks, and application form completion.
• Submit and track new insurance applications across various insurers, ensuring timely follow-through to policy inception.
• Respond to internal and external queries efficiently and professionally.
• Maintain accurate case documentation within the CRM and ensure compliance with internal processes.
• Provide regular reporting to internal stakeholders, including banks.
• Contribute to additional department projects and duties as required.

Requirements
The successful candidate minimum of 2 years of case management experience, ideally gained within the insurance or broking industry. Prior exposure to supporting high-net-worth clientele is highly preferred. You must be comfortable using various insurer platforms to generate proposals and have a working knowledge of underwriting processes to avoid delays during submissions.

This role suits someone who thrives in a fast-paced environment, is naturally organised, and follows through on details. Strong communication skills, a service-oriented mindset, and the ability to juggle competing deadlines are essential. You should also be confident using Microsoft Word, Excel, and PowerPoint to produce polished and accurate documentation.

If you enjoy working behind the scenes to make things happen, and are ready to be part of a tight-knit and collaborative sales operations team, wed love to hear from you.

EA No 23S1936