Editorial summary

The company seeks an HNW Case Management Executive to oversee end-to-end service aspects throughout the case lifecycle, spanning pre- and post-sale activities. The role requires liaising with Financial Representatives, Business Development Managers, New Business & Underwriting, and Legal & Compliance to gather required financial and medical documents, underwriting requirements, and other necessary materials for policy issuance, with proactive status updates. Key requirements include experience in case management, strong coordination across multiple teams, and knowledge of underwriting processes and regulatory/compliance considerations. Compensation is up to S$5,000 per month.

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

Job description

[This job https://singapore.job-q.com/jobs/detail/hnw-case-management-executive-up-to-s-5k-38014 first appeared in Job-Q.com on 15 Oct 2026]

Job Description:

• Responsible for overseeing the end-to-end service aspects throughout the case lifecycle (pre- and post-sale).
• Liaise with the Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents, especially critical for policy issuance.
• Responsible for ongoing and proactive status updates.
• For HNW case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions.
• Be the first line of review for appeals and provide appropriate advice to our partners.
• Liaise with the Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including policy changes, inforce illustrations, claims and other post-sales related transactions.
• Provides clear information on the necessary requirements to allow for one-touch resolution.
• Responsible for ongoing and proactive status updates.
• Consistently and accurately track incoming requests from internal and external stakeholders and ensure that the requests are answered promptly.
• Perform screening of submitted documents.
• Conduct enhanced due diligence checks, AML verifications prior to policy issuance and ensure contracts are issued upon receipt of premiums and required original documents

Requirements:

• Minimum 1 year of customer service experience handling Life / Health insurance.
• Highly service-oriented, organized, and adept at multitasking.
• Front facing experience is an added advantage.
  

Kindly apply online or send your application to

EA: 15C7572

ID: R1547641

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