Our client is a leading international 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
- Manage the end-to-end processing of life insurance applications, from quotations and underwriting through policy issuance and post-issuance support.
- Provide administrative and case management support to Sales Consultants.
- Liaise with private bankers, insurers, trustees and clients to facilitate smooth case progression.
- Coordinate medical examinations and 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
- A bachelor's degree and at least 3 years of relevant experience in life insurance, case management, new business operations, or policy administration.
- Good understanding of life insurance products, underwriting processes, and policy issuance.
- Strong organisational, communication, and problem-solving skills.
- Detail-oriented, proactive and able to manage multiple cases simultaneously.
- Strong interpersonal skills with the ability to collaborate effectively across internal and external stakeholders.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Ethos BeathChapman (EBC) is a global, award-winning executive search firm connecting exceptional talent with leading companies. We deliver future-ready solutions through executive search, interim contracting, talent mapping, and market intelligence.
Our expertise spans Technology, Financial Services, Fintech, Legal, Risk, Compliance, Industrial, and Consumer sectors. EBC is part of Will Group, a Tokyo-listed global HR solutions company, with offices in Singapore, Hong Kong, Australia, and the UK.
As part of Will Group Asia Pacific, we are connected to a collective of 10 HR brands operating in over 25 countries. This alliance gives us access to 9,300+ contractors, 540+ employees, and 6,000+ supported clients across 55+ industries. By leveraging Will’s extensive portfolio, innovative HR technology, and data-driven insights, we deliver agile, scalable, and impactful talent solutions. With deep market knowledge and a personalised approach, we help organisations build high-performing teams and individuals grow meaningful careers.
Let’s make exceptional happen, connect with us today.
MOM licence no. 16S8112 | Reg No. R1220502
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