Editorial summary

The company is seeking a High Net Worth (HNW) Case Manager to support the sales force in handling incoming commercial prospects and advancing policy files. The role involves coordinating with insurance providers on policy applications, underwriting requirements, and case follow-ups, as well as ensuring entry forms, verification papers, and coverage records are accurately completed and filed. The position requires collaboration across FA and Insurance activities, with emphasis on policy documentation and medical coordination to support the sales process. The advertised monthly salary is 7,000.

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-manager-41710 first appeared in Job-Q.com on 06 Nov 2026]

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

Responsibilities

• Assist the sales force daily in handling incoming commercial prospects and advancing policy files.
• Coordinate with insurance providers on policy applications, underwriting requirements and case follow-ups.
• Verify that entry forms, verification papers, and coverage records are correctly filled out and filed.
• Support the sales process by coordinating medical appointments, client documentation, logistics and other pre-issuance requirements.
• Draft contract files and manage administrative tasks following submittal, including user demands and refund procedures.
• Act as a central link for consultants, consumers, underwriters, and corporate units, answering questions and tracking unresolved issues.
• Collaborate closely with internal units to guarantee files transition seamlessly from first filing to final contract delivery.
• Keep updated on insurance products, services and relevant banking processes through ongoing training and industry learning.
• Spot areas where operational structures can be streamlined and help upgrade standard internal workflows.

Requirements

• Diploma, bachelor's degree or equivalent qualification.
• 3–4 years of relevant experience in the insurance, wealth management or financial services industry.
• Prior experience in new business processing, case management is a must.
• Possess exceptional administrative abilities with precision and the capacity to oversee various customer files at once.
• Comfortable working with different stakeholders and following up on time-sensitive requirements.
  

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