Case Manager / Life Insurance Operation (Policy Servicing/ New Business)

  • Job category
  • Job level
    Senior Executive
  • Contract type
  • Location
  • Salary
    S$3500 - S$5000

Job Description

  • Liaise with the Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents, especially critical for policy issuance. Responsible for ongoing and proactive status updates.
  • Regular case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions
  • Provide close follow-up for cases that required Legal & Compliance teams review
  • The Case Manager will mainly liaise with the Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including policy changes, inforce illustrations, claims and other post-sales related transactions. Provides clear information on the necessary requirements to allow for one-touch resolution. Responsible for ongoing and proactive status updates.
  • Facilitate the overall processes for post sales transaction
  • Coordinate with internal stakeholders to provide accurate and timely information
  • Consistently and accurately track incoming requests from internal and external stakeholders and ensure that the requests are answered promptly
  • Maintain daily/weekly/ monthly reports, as required, for the tracking of outstanding issues, submissions, withdrawals, feedback and overall adherence to Service Level Agreement; where management’s expectations are not met, highlight their root causes, where appropriate
  • To Prepare monthly pipeline cases for reporting purpose and focus list for New Business & Underwriting team that are critical for policy issuance.
  • Checking for completeness includes submitted documents that are presented at the Advisor Centre
  • Ensure proper filing and archival of all the documents received by the team
  • Handle appeals and garner responses from the New Business, Underwriting & Policy Servicing team; ensure documents received are processed promptly
  •  Attend to queries relating to third party services and any other matters relating to policy issuance of servicing
  • Conduct enhanced due diligence checks, AML verifications prior to policy issuance and ensure contracts are issued upon receipt of premiums and required original documents
  • Follow up on outstanding requirements and any form of appeals pertaining to Operations matters
  • Review work process improvement to enhance effectiveness and efficiency
  • Assist in onboarding of new banks
  • Conduct Operations related trainings to Internal stakeholders, Financial Representatives and Partners
  • Any tasks delegated from time to time


  • At least 3-5 years of relevant experience in insurance industry

Interested applicants, kindly send your resume to

Joey Chen Hui Yi (R1878026)

Recruit Express Pte Ltd

EA Licence No.: 99C4599

Closing on 02 Jun 2021

orview more job listings from this company