New Business Onboarding 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

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.