Insurance Case Manager for HNW Clients & Submissions

BTI EXECUTIVE SEARCH PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A recruitment agency in Singapore is looking for a candidate with 2-3 years of experience in case management for high-net-worth clients in the insurance industry. Responsibilities include preparing sales materials, delivering administrative support for sales consultants, and ensuring compliance with procedures. Strong communication skills in both English and Chinese are essential for this role. Interested candidates are encouraged to share their resumes for a confidential chat.

Qualifications

• Minimum 2-3 years of case management experience with HNW clients in insurance.
• Comfortable working with systems and tools for insurer illustrations.
• Good understanding of insurer guidelines for case submissions.

Responsibilities

• Prepare sales materials like product highlights and quotations.
• Deliver administrative support for sales consultants.
• Ensure compliance by maintaining accurate records in the CRM.

Skills

Case management

Communication in English

Communication in Chinese

Understanding of underwriting guidelines

Experience with CRM systems

Job description

A recruitment agency in Singapore is looking for a candidate with 2-3 years of experience in case management for high-net-worth clients in the insurance industry. Responsibilities include preparing sales materials, delivering administrative support for sales consultants, and ensuring compliance with procedures. Strong communication skills in both English and Chinese are essential for this role. Interested candidates are encouraged to share their resumes for a confidential chat.