Case Manager

About the Company

Established, reputable insurance brokerage firm specializing in servicing High Net Worth (HNW) clients.

Job Overview

• Provide sales support to Consultants to facilitate their workflow.
• Coordinate with Consultants and Bankers to schedule medical appointments, prepare necessary documentation, and secure financial and KYC (Know Your Customer) documentation.
• Represent Consultants by attending client medical examinations and meetings in their absence, maintaining direct face-to-face communication with clients.
• Communicate with Bankers and clients regarding meeting schedules, medical arrangements, application paperwork (both new and ongoing), and policy deliveries.
• Submit completed application documents to insurance providers timely and accurately.
• Maintain updates to Consultants on their sales pipeline and case status, ensuring all sales meetings are properly recorded in company systems.
• Verify completeness and compliance of client documentation to satisfy both internal protocols and insurance company regulations.

Team Environment

Collaborate with experienced Case Managers who will provide training and mentorship throughout your tenure.

Qualifications and Skills

• Bachelor's degree in any field.
• Strong interpersonal and relationship-building abilities with clients, Bankers, and Consultants.
• Capacity to handle multiple tasks efficiently under tight deadlines.
• Proficiency in the functional and technical aspects required to perform duties at a high level.

Additional Information

This full-time position is located onsite in Singapore.