Case Manager (HNW)

Our client is a Multi-National Insurance Broker. We are looking for someone with HNW policy servicing experience to join the case management team RESPONSIBILITIES

• Manage the end-to-end case process from the initial client meeting to placement, and post servicing
• Support consultants in the preparation of quotations, product comparison and marketing materials for client meetings
• Facilitate the arrangement of client medical examinations and assist in preparing pre-submission documentation
• Liaise with insurers for case submissions and follow-up on underwriting.
• Work closely with consultants and external stakeholders (i.e., bankers, wealth planners, insurers, trustees, and EAMs) to establish policy ownership and arrange for collateral premium financing
• Assist consultants to facilitate the timely completion of all client policy servicing requirements and completion of annual reviews
• Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence as well as regulatory requirements
• Prepare regular reports on pipeline and bank activity
• Execute assigned operational duties and tasks according to established standard operating procedures
• Undertake ad-hoc operational projects

• Degree in Business Administration or related field
• Minimum 2 years of relevant experience preferrable in insurance or banking industry
• Strong interpersonal skills and the ability to function effectively within a team environment
• Excellent organizational and time-management skills, with a proactive approach to work and the ability to work independently with minimal guidance and under tight deadlines
• Knowledge of financial products and service and MAS regulatory requirements