Editorial summary

The company is seeking a Case Manager specializing in High Net Worth clients within the financial services sector, offering a salary of 8,000. The role involves supporting the sales team in business development, managing the end-to-end new business process, and liaising with insurers to ensure timely application submissions and policy issuance. Candidates should have strong organizational skills and experience in handling insurance documentation and administrative procedures. The position emphasizes accuracy, adherence to operational procedures, and effective communication with stakeholders.

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/new-case-manager-high-net-worth-financial-services-33932 first appeared in Job-Q.com on 22 Sep 2026]

Job Responsibilities:

·       Support the sales team in business development and execution of sales initiatives to achieve business objectives.

·       Manage the end-to-end New Business process, from application submission and underwriting coordination through to policy issuance and documentation.

·       Liaise with insurers on new business applications, ensuring timely submission, follow-up and resolution of application requirements.

·       Review and maintain accurate application and policy documentation, ensuring completeness and adherence to operational procedures.

·       Handle administrative arrangements for new leads, including medical examinations, logistics, insurance forms, policy contract packages and client reimbursements.

·       Possess knowledge of life insurance products, particularly IUL and VUL policies, with the ability to read and understand policy illustrations.

·       Handle enquiries from internal and external stakeholders, including sales teams, clients and insurers, and provide timely follow-up.

·       Maintain familiarity with banking credit procedures and insurance products/services to support smooth application processing.

·       Participatein internal and external training programmes to strengthen product and industry knowledge.

·       Identify opportunities for process improvement and contribute to initiatives that enhance operational efficiency and service quality.

·       Adhoc tasks and projects as assigned

Job Requirements

·       Minimum Degree in a related discipline

·       Minimum 4 year of relevant experience

·       Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to

Attention to Joseph Koh Wei Jie(R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number:200611680D. License Number: 10C5117

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