Editorial summary

The company is seeking a Case Manager specializing in HNW insurance and new business support, located near Shenton Way and Tanjong Pagar. The role involves preparing policy highlights, quotations, and supporting sales activities, with a focus on high-net-worth clients. The position offers a basic salary ranging from $5,500 to $7,500 per month, complemented by a variable bonus, medical benefits, and 18 to 25 days of annual leave. The role is permanent, working Monday to Friday with two WFH days per month within the financial services and insurance brokerage industry.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 20459 first appeared in Job-Q.com on 17 Jul 2026]

• Position : Case Manager (HNW Insurance / New Business)
• Location : Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)
• Working hours : Monday to Friday | 9am to 5.45pm (with 2 days WFH Per Month)
• Salary (commensurate with experience) : Basic salary of $5,500 – $7,500 per month + variable bonus + 18 to 25 days’ annual leave + medical benefits
• Duration : Permanent
• Industry : HNW Insurance Brokerage / Financial Services

Main Responsibilities:

• Prepare policy highlights, quotations and insurer illustrations for meetings conducted by sales consultants.
• Provide new-business sales support and after-sales policy-servicing support to sales consultants.
• Ensure all required documents are obtained, accurately completed and properly maintained in the CRM system.
• Coordinate pre-submission activities, including medical appointments, internal KYC documentation and insurers’ application forms.
• Manage HNW new-business case submissions to insurers and follow through with sales consultants and insurers until policy inception.
• Monitor application progress, underwriting requirements and outstanding documents to support timely case completion.
• Prepare monthly new-business or case-status reports for banking partners.
• Respond promptly to enquiries from internal and external stakeholders.
• Perform other duties assigned within the Sales Operations Department.

Requirements:

• Minimum Diploma with at least two to three years of HNW insurance case-management or new-business experience within an insurer, insurance brokerage, bancassurance or financial-advisory environment.
• Strong knowledge of insurer documentation, underwriting requirements and new-business submission processes.
• Able to manage HNW insurance cases independently from pre-submission checks through policy inception.

Email to: chloe@searchpersonnel.com.sg

***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Deputy Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684

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