Senior Case Manager, High Net Worth Proposals

Prudential Hong Kong Limited; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Prudential Hong Kong Limited is seeking a seasoned professional to manage a portfolio of new proposals for High Net Worth policies. You will oversee a team, coordinate with internal and external stakeholders, track submissions and issuances, and report on performance metrics.

The role requires strong interpersonal and analytical skills, the ability to work in a fast-paced environment, and proficiency in MS Office.

Qualifications

• Minimum 5 years of relevant working experience.
• Bachelor's degree in Business Administration/Management or related field.
• Strong MS Office/Excel skills.

Responsibilities

• Supervise and set priorities for the team.
• Analyze and solve problems without clear precedence.
• Provide coaching and expert advice to colleagues.
• Manage High Net Worth portfolio of new proposals with submission/issuance tracking.
• Regularly report KPIs to management.
• Liaise between distribution channels and underwriters on pre/post-issuance inquiries.
• Collaborate with other departments on new business for High-Net-Worth policies.

Skills

Customer orientation

Interpersonal skills

Decision making

Problem solving

Adaptability

Analytical skills

MS Office

IT savy

Education

Bachelor's degree in Business Administration/Management

Tools

MS Excel

Job description

Prudential Hong Kong Limited is seeking a seasoned professional to manage a portfolio of new proposals for High Net Worth policies. You will oversee a team, coordinate with internal and external stakeholders, track submissions and issuances, and report on performance metrics.

The role requires strong interpersonal and analytical skills, the ability to work in a fast-paced environment, and proficiency in MS Office.