Life Insurance Case Manager: End-to-End New Business

BEATHCHAPMAN (PTE. LTD.); Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

BeathChapman Pte Ltd in Singapore is seeking a detail-oriented Case Manager to oversee end-to-end life insurance applications, coordinating with Sales Consultants, private bankers, insurers and clients to ensure a smooth process.

The role requires a Bachelor's degree with at least 3 years' experience in life insurance or policy administration, strong organisational and communication skills, and the ability to handle multiple cases concurrently.

Qualifications

• Bachelor's degree and minimum 3 years of experience in life insurance, case management, new business operations, or policy administration.

Responsibilities

• Manage the end-to-end processing of life insurance applications, from quotations and underwriting through policy issuance and post-issuance support.
• Provide administrative and case management support to Sales Consultants.
• Liaise with private bankers, insurers, trustees and clients to facilitate smooth case progression.
• Coordinate medical examinations and additional underwriting requirements.
• Review application documents to ensure accuracy, completeness and compliance with regulatory requirements.
• Monitor pending applications, maintain accurate case records and provide timely updates to stakeholders.
• Prepare case status reports and maintain updated records of in-force policies.

Skills

Life insurance knowledge

Organisational skills

Communication skills

Problem-solving

Education

Bachelor's degree

Job description

BeathChapman Pte Ltd in Singapore is seeking a detail-oriented Case Manager to oversee end-to-end life insurance applications, coordinating with Sales Consultants, private bankers, insurers and clients to ensure a smooth process.

The role requires a Bachelor's degree with at least 3 years' experience in life insurance or policy administration, strong organisational and communication skills, and the ability to handle multiple cases concurrently.