HNW Underwriting Case Manager — Proposals & Mentorship

Placement Professionals, LLC; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Placement Professionals, LLC in Singapore is seeking an experienced professional to manage a portfolio of new proposals, tracking submissions and issuances, and coordinating with internal and external stakeholders on high-net-worth policies.

You will oversee daily operations, mentor team members, and deliver performance metrics to executives, while liaising with distribution channels and underwriters on pre- and post-issuance inquiries. 5+ years of experience and a business degree are required.

Qualifications

• 5+ years of relevant working experience.
• Degree in Business Administration/Management or related field.

Responsibilities

• Overseeing and establishing daily operational objectives for the department
• Examine and resolve complex issues that lack clear historical precedents
• Serve as a subject matter expert for team members to deliver technical guidance and mentorship
• Manage High Net Worth portfolio of new proposals including tracking of submission and issuance
• Deliver routine performance metrics and updates to executive leadership regarding team outcomes
• Liaison between distribution channels and underwriters on pre-issuance and post-issuance transactions as well as enquiries
• Work closely with relevant department on all new business matters relating to High-Net-Worth policies

Skills

Customer oriented & strong comms

Decision-making under pressure

Adaptability in fast-paced env

Collaborative across corporate levels

Analytical thinking & IT savvy

Education

Degree in Business Administration/Management or related field

Tools

MS Office (Excel)

Job description

Placement Professionals, LLC in Singapore is seeking an experienced professional to manage a portfolio of new proposals, tracking submissions and issuances, and coordinating with internal and external stakeholders on high-net-worth policies.

You will oversee daily operations, mentor team members, and deliver performance metrics to executives, while liaising with distribution channels and underwriters on pre- and post-issuance inquiries. 5+ years of experience and a business degree are required.