-NEW- Case Manager, High Net Worth (Financial Services)

Roles & Responsibilities

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 joseph.koh@ambition.com.sg

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

Tell employers what skills you have

Coach Sales Team
Sales Support
Support Contracts
Administrative Work
scientific discipline
Achieving Sales Targets
Credit Insurance
Logistics
Company Insurance
Physical Examination
policy documents
Liaising With Internal Stakeholders
Insurance Documentation
Policy Writing
Case Management
Business Process Management
management of operational procedures
Able To Work Independently
Customer insurance