New Business & Case Management Specialist

Howden Private Wealth; Singapore; Vor Ort; SGD 40.000 - 67.000; Vollzeit

Zusammenfassung

Howden Private Wealth in Singapore seeks an experienced administrator to support our Sales Consultants. You will handle case management from quotation through inception and post inception, liaising with bankers, trustees and clients to ensure a smooth process.

You will arrange medical exams, collect client data, maintain accurate documentation, and help with travel reimbursements. The role requires accuracy, organization, and strong communication in a fast-paced wealth environment.

Qualifikationen

• Degree holder. Prefer professional insurance qualifications.
• Minimum 3 years of relevant work experience with life insurance knowledge.
• Proficient in Microsoft Office.
• Strong organisational and communication skills.
• Ability to multi-task and solve problems.
• Team player with strong interpersonal skills.

Aufgaben

• Provide all administrative support to Sales Consultants.
• Assist Sales Consultants on Case Management from quotation to inception and post inception.
• Liaise with bankers, trustees, carriers and clients for a smooth Case Management process.
• Arrange medical exams/re-tests/additional tests as needed.
• Attend medical examinations with clients and collect data.
• Ensure documentation is complete, accurate and in order; comply with requirements.
• Maintain records of each application and update progress on reports.
• Provide timely reports to Bank Partners & Management.
• Assist clients with travel and medical reimbursements.
• Perform other ad-hoc tasks as required.

Kenntnisse

Organisational skills

Communication skills

Team player

Interpersonal skills

Multitasking

Ausbildung

Degree holder

Professional insurance qualifications

Tools

Microsoft Office

Jobbeschreibung

Howden Private Wealth in Singapore seeks an experienced administrator to support our Sales Consultants. You will handle case management from quotation through inception and post inception, liaising with bankers, trustees and clients to ensure a smooth process.

You will arrange medical exams, collect client data, maintain accurate documentation, and help with travel reimbursements. The role requires accuracy, organization, and strong communication in a fast-paced wealth environment.