New Business, Case Manager -- HNW Insurance & Wealth Solutions

Ethos BeathChapman; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

BeathChapman Pte Ltd in Singapore is hiring a detail-oriented Case Manager to oversee end-to-end administration of life insurance applications for HNW clients, coordinating with Sales Consultants, private bankers, insurers, trustees and clients to ensure a smooth application and policy issuance.

The role requires a Bachelor's degree with at least 3 years in life insurance, case management or policy administration, strong organisational and communication skills, and the ability to manage multiple

Qualifications

• Bachelor's degree and a minimum of 3 years in life insurance, case management, new business operations, or policy administration.
• Solid understanding of life insurance products, underwriting processes, and policy issuance.
• Strong organisational, communication, and problem-solving skills.
• Detail-oriented, proactive, and able to manage multiple cases simultaneously.
• Excellent interpersonal skills to collaborate with internal and external stakeholders.

Responsibilities

• Manage end-to-end processing of life insurance applications from quotations through policy issuance.
• Provide administrative support to Sales Consultants and coordinate with private bankers, insurers and trustees.
• Facilitate medical examinations and additional underwriting requirements.
• Review documents for accuracy, completeness and regulatory compliance.
• Maintain case records, monitor pending applications and provide updates to stakeholders.
• Prepare case status reports and track in-force policies.

Skills

Case management

Life insurance knowledge

Regulatory compliance

Communication

Multitasking

Education

Bachelor's degree

Job description

About the Role

Our client is a leading international life insurance brokerage specialising in tailored insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.

They are seeking a detail-oriented and proactive Case Manager to oversee the end-to-end administration of life insurance applications, working closely with Sales Consultants, private bankers, insurers, trustees, and clients to ensure a seamless application and policy issuance process.

Key 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.

Requirements

• Bachelor's degree and minimum 3 years of experience in life insurance, case management, new business operations, or policy administration.
• Good understanding of life insurance products, underwriting processes, and policy issuance.
• Strong organisational, communication, and problem-solving skills.
• Detail-oriented, proactive and able to manage multiple cases simultaneously.
• Strong interpersonal skills with the ability to collaborate effectively across internal and external stakeholders.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112