Senior HNW Case Management Leader

Prudential plc

Singapore

On-site

SGD 180,000 - 280,000

Full time

7 days ago
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Job summary

Prudential plc in Singapore seeks an experienced professional to orchestrate end-to-end high-value insurance cases, ensuring superior client experience while maintaining underwriting, medical, financial, and regulatory controls.

You will serve as the single point of accountability across distribution, underwriting, medical providers, and reinsurers for HNW and UHNW cases, with a focus on governance, risk management, and continuous improvement.

Qualifications

  • Degree in related discipline and 10 years' experience in underwriting operations.
  • 4-5 years' experience gained from HNW/complex segment.
  • Insurance-related qualifications (e.g. LOMA, ANZIIF, equivalent) advantageous
  • Prior exposure to Bermuda-regulated (offshore) products and knowledge of HK-regulated and Singapore-regulated life products.
  • Strong understanding of life insurance underwriting principles, medical & financial risk assessment and reinsurance workflows.

Responsibilities

  • End-to-End Case Ownership: Manage complex HNW/UHNW cases from submission through policy issuance and act as the single point of contact for priority agents and internal stakeholders.
  • Underwriting & Risk Coordination: Collaborate with underwriting, reinsurances and medical providers; ensure complete, high-quality documentation before underwriting decisions.
  • Stakeholder & Distributor Management: Provide white-glove service to top-tier agents and translate underwriting requirements into clear guidance for distributors.
  • Complex Case Management: Handle Jumbo sums assured, multi-life structures, cross-border/residency-complex cases and escalate when needed.
  • Governance, Risk & Compliance: Maintain audit trails and ensure adherence to AML/KYC, FATCA/CRS, and local regulatory standards across jurisdictions.
  • Service Excellence & Continuous Improvement: Monitor KPIs for HNW cases and identify opportunities for process improvements and automation.

Job description

Prudential plc in Singapore seeks an experienced professional to orchestrate end-to-end high-value insurance cases, ensuring superior client experience while maintaining underwriting, medical, financial, and regulatory controls.

You will serve as the single point of accountability across distribution, underwriting, medical providers, and reinsurers for HNW and UHNW cases, with a focus on governance, risk management, and continuous improvement.

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