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

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