Case Manager, HNW Insurance and Wealth Solutions
Ethos Beath Chapman Idibu ·www.ethosbc.com
Apply direct
About the Role
Our client is a top tier life insurance brokerage specialising in tailored insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
They are seeking a detail-oriented and proactive Case Manager to oversee the end-to-end administration of life insurance applications, working closely with Sales Consultants, private bankers, insurers, trustees, and clients to ensure a seamless application and policy issuance process.
Key Responsibilities
Requirements
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Our client is a top tier life insurance brokerage specialising in tailored insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
They are seeking a detail-oriented and proactive Case Manager to oversee the end-to-end administration of life insurance applications, working closely with Sales Consultants, private bankers, insurers, trustees, and clients to ensure a seamless application and policy issuance process.
Key Responsibilities
- Provide administrative and case management support to Sales Consultants.
- Coordinate insurance applications with internal and external stakeholders (ie. private bankers, insurers and clients) to facilitate smooth case progression.
- Arrange medical examinations, handle reimbursements and coordinate administrative logistics (ie. Additional underwriting requirements).
- Review application documents to ensure accuracy, completeness and compliance with regulatory requirements.
- Monitor pending applications, maintain accurate case records and provide timely updates to stakeholders.
- Prepare case status reports and maintain updated records of in-force policies.
Requirements
- Minimally Diploma with 3 years of relevant experience in banking, insurance or financial services.
- Prior experience in case management, new business operations, or policy administration will be advantages.
- Good understanding of life insurance products, underwriting processes, and policy issuance.
- Strong communication, interpersonal and organisational skills.
- Detail-oriented, proactive and able to manage multiple priorities in a fast-paced environment.
- Team player who can collaborate effectively across internal and external stakeholders.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Frequently asked questions
Who is hiring for the Case Manager, HNW Insurance and Wealth Solutions role?
Ethos Beath Chapman Idibu is hiring for the Case Manager, HNW Insurance and Wealth Solutions position, a Shazamme client. Apply directly on the employer's career site.
Where is the Case Manager, HNW Insurance and Wealth Solutions job located?
The Case Manager, HNW Insurance and Wealth Solutions role with Ethos Beath Chapman Idibu is based in Singapore, SG.
What does the Case Manager, HNW Insurance and Wealth Solutions role pay?
Ethos Beath Chapman Idibu lists the Case Manager, HNW Insurance and Wealth Solutions role at up to SGD 72,000 per year.
Is the Case Manager, HNW Insurance and Wealth Solutions role full-time or contract?
This is a full time position at Ethos Beath Chapman Idibu.
What experience level is the Case Manager, HNW Insurance and Wealth Solutions role?
The Case Manager, HNW Insurance and Wealth Solutions position is aimed at mid-level candidates.
How do I apply for the Case Manager, HNW Insurance and Wealth Solutions role at Ethos Beath Chapman Idibu?
Apply directly on Ethos Beath Chapman Idibu's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.