-NEW- Case Manager, High Net Worth (Financial Services)

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; In loco; SGD 50.000 - 72.000; Tempo pieno

Descrizione del lavoro

AMBITION GROUP SINGAPORE PTE. LTD.

is seeking a detail‑driven professional to support the sales team in business development and to manage the end‑to‑end New Business process, from submission to policy issuance and documentation. You will liaise with insurers on new business applications, review documentation, handle administrative arrangements for new leads (medical exams, forms, contracts) and apply knowledge of IUL and VUL policies to read illustrations.

Competenze

• Minimum Degree in a related discipline.
• Minimum 4 years of relevant experience.
• Able to start immediately or within short notice.

Mansioni

• Support the sales team in business development and execution of sales initiatives to achieve business objectives.
• Manage the end-to-end New Business process, from application submission and underwriting coordination through to policy issuance and documentation.
• Liaise with insurers on new business applications, ensuring timely submission, follow-up and resolution of application requirements.
• Review and maintain accurate application and policy documentation, ensuring completeness and adherence to operational procedures.
• Handle administrative arrangements for new leads, including medical examinations, logistics, insurance forms, policy contract packages and client reimbursements.
• Possess knowledge of life insurance products, particularly IUL and VUL policies, with the ability to read and understand policy illustrations.
• Handle enquiries from internal and external stakeholders, including sales teams, clients and insurers, and provide timely follow-up.
• Maintain familiarity with banking credit procedures and insurance products/services to support smooth application processing.
• Participatein internal and external training programmes to strengthen product and industry knowledge.
• Identify opportunities for process improvement and contribute to initiatives that enhance operational efficiency and service quality.
• Adhoc tasks and projects as assigned

Conoscenze

Life insurance knowledge

Formazione

Bachelor's degree

Descrizione del lavoro

Job Responsibilities

• Support the sales team in business development and execution of sales initiatives to achieve business objectives.
• Manage the end-to-end New Business process, from application submission and underwriting coordination through to policy issuance and documentation.
• Liaise with insurers on new business applications, ensuring timely submission, follow-up and resolution of application requirements.
• Review and maintain accurate application and policy documentation, ensuring completeness and adherence to operational procedures.
• Handle administrative arrangements for new leads, including medical examinations, logistics, insurance forms, policy contract packages and client reimbursements.
• Possess knowledge of life insurance products, particularly IUL and VUL policies, with the ability to read and understand policy illustrations.
• Handle enquiries from internal and external stakeholders, including sales teams, clients and insurers, and provide timely follow-up.
• Maintain familiarity with banking credit procedures and insurance products/services to support smooth application processing.
• Participatein internal and external training programmes to strengthen product and industry knowledge.
• Identify opportunities for process improvement and contribute to initiatives that enhance operational efficiency and service quality.
• Adhoc tasks and projects as assigned

Job Requirements

• Minimum Degree in a related discipline
• Minimum 4 year of relevant experience
• Able to start immediately or within short notice

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number:200611680D. License Number: 10C5117