Manager, New Business (HNW Case Manager)

ACCA Careers; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

ACCA Careers is seeking a proactive case management professional to support high-net-worth portfolio administration and client onboarding operations in Singapore. You will oversee end-to-end policy processing from quotations to post-issuance servicing and collaborate with banking intermediaries, trustees, and clients to ensure smooth onboarding.

The role involves coordinating medical underwriting and maintaining rigorous data and compliance standards.

Qualifications

• Prior operational experience in life insurance administration, case management, or client servicing within financial services.
• Sound understanding of underwriting requirements, client documentation, and regulatory compliance standards.
• Strong organizational and priority management capabilities to handle multiple pipeline files.
• Excellent interpersonal and communication skills to engage with diverse financial partners and clients.

Responsibilities

• Support high-net-worth portfolio administration and client onboarding operations.
• Facilitate the end-to-end policy processing lifecycle from quotations to post-issuance servicing.
• Coordinate with banking intermediaries, trustees, insurance carriers, and clients to drive onboarding workflows.
• Coordinate medical underwriting arrangements, clinical appointments, and client documentation requirements.
• Maintain data tracking, underwriting pipeline reports, and internal compliance governance standards.
• Process partner status reporting and handle administrative claims or medical expense reimbursements.

Skills

Life insurance admin

Case management

Client servicing

Regulatory compliance

Data tracking

Communication skills

Office software

Tools

Office suites

Spreadsheet software

Job description

About The Company

A well-established multinational insurance brokerage and wealth advisory firm recognized for delivering holistic risk management solutions globally. The organization collaborates closely with premier private banking institutions, family offices, and legal advisory partners to support high-net-worth clientele.

About The Job

• An exceptional opportunity has arisen for a proactive case management professional to support high-net-worth portfolio administration and client onboarding operations.
• Facilitate the end-to-end policy processing lifecycle from initial quotations through to post-issuance servicing.
• Partner with banking intermediaries, trustees, insurance carriers, and clients to drive smooth onboarding workflows.
• Coordinate medical underwriting arrangements, clinical appointments, and client documentation requirements.
• Maintain rigorous application data tracking, underwriting pipeline reports, and internal compliance governance standards.
• Process partner status reporting and handle administrative claims or medical expense reimbursements.

Skills And Experience Required

• Prior operational experience in life insurance administration, case management, or client servicing within financial services.
• Sound working understanding of insurance underwriting requirements, client documentation, and regulatory compliance standards.
• Strong organizational and priority management capabilities to handle multiple ongoing pipeline files effectively.
• Excellent interpersonal and communication skills to engage professionally with diverse financial partners and clients.
• Competency in office productivity software and spreadsheet applications for accurate reporting.