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  • 08 Aug 2019

    High Net Worth Case Manager


    Permanent Position
    Our client is one of the Top insurers in Singapore. You will be an integral part of the sales and distribution structure for the HNW unit, responsible for overseeing smooth operations of the team. To manage and oversee new case submissions to policy issuance and delivery followed by the commission payout and post issuance matters and to hold key relationships with custodian partners

    Job Description

    • Lead and coordinate new business case management, from new case submission to custodian account setup and policy issuance
    • Ensure documentation for new submissions are fully complete and manage internal submission process to internal functional areas to push through cases to achieve monthly sales targets
    • Proactively manage, maintain and follow up on prospective cases
    • Lead and coordinate new custodian bank and platform provider agreement/accounts setup, and be key holder to relationships with the partners
    • Provide excellent sales support service and guide distributors through their initial case submission
    • Be a product and administrative process expert for distribution partners
    • Maintain sales tracking reports and records
    • Liaise with internal stakeholders for post issuance reporting and ongoing policy servicing  matters such as Finance, Distribution Support Services, Policy Servicing
    • Management of commission statements and payments tracking
    • Present a professional and positive image of the HNW unit, as well as maintaining constructive internal relationships
    • Manage all sales and marketing material inventory and necessary content updates
    • Maintain all distributor agreements and manage updates when needed
    • Monitor competitor and general market activity and provide feedback to management
    • Contribute to sales and distribution team efficiencies and develop and promote a positive culture within the team
    Expires on 20 Dec 2019

    Posted By

    Houxian Fan (Reg No: R1870989)

    Tel: +65 6738 6228


    • University degree with sound experience in banking, insurance or FA firms
    • Experience in composite insurance is an advantage
    • Strong results and profit oriented
    • Demonstrates ability to scale and pick up new skills/knowledge to achieve results
    • Ability to build relationships with stakeholders
    • Excellent communication skills
    • Have an entreprenuerial mindset and demonstrates a strong sense of ownership

    Location : Central

    Interested candidates kindly forward your CV to or (Houxian Fan, Reg No: R1870989 / Glenn Wong Sai How  R1106685). You may email this great opportunity to someone who would be a great fit for this role.

    All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.

    PeopleSearch Pte Ltd
    EA License No: 16S8057

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