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Insurance Operations Manager (Broker firm / Insurance )

Good Job Creations

Singapore

On-site

SGD 80,000 - 100,000

Full time

Yesterday
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Job summary

A leading company in the insurance sector is seeking a Case Manager to provide hands-on support in managing insurance applications. The role involves coordinating with various stakeholders, handling case submissions, and ensuring efficient processes. Candidates should have 2-3 years of experience in managing high-net-worth client cases, with relevant licensing being an advantage.

Qualifications

  • Minimum 2-3 years of case management experience with HNW clients.
  • Strong understanding of underwriting requirements.
  • Competent in Microsoft Office tools.

Responsibilities

  • Act as primary liaison with insurers and sales consultants.
  • Manage end-to-end insurance application processes.
  • Handle inquiries from stakeholders promptly.

Skills

Case management
Client relationship management
Underwriting knowledge
Software adaptability
Microsoft Office

Education

Licensed in CMFAS Module 5, 9, 9A and HI

Job description

[Job Order : 961374]

Responsibilities:

The incumbent acts as the primary liaison with insurers and sales consultants in providing hands on end-to-end management of insurance applications.

  • Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings.
  • Provide new business sales support and after-sales policy services support for sales consultants.
  • Follow internal processes and ensure proper documentation are obtained and filed in CRM.
  • Co-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s application forms.
  • Handle new business case submissions to different insurers and work closely with sales consultants to policy inception.
  • Handle monthly bank’s reporting.
  • Handle inquiries from internal and external stakeholders and ensure they are answered promptly.
  • Any other ad hoc duties assigned.

Requirements:

  • Min 2-3 years of case management experience with HNW clients, preferably in the insurance broking or insurance industry.
  • Adapt to using different software to generate insurer’s illustrations.
  • Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.
  • Competent in Microsoft Office Word, Excel and PowerPoint
  • Licensed in CMFAS Module 5, 9, 9A and HI would be an added advantage.

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company’s Privacy Policy. Please refer to: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R22104076 EA Licence No.: 07C5771

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