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Urgent! Case Manager (New Business) Job Opening In Singapore, Singapore – Now Hiring QUESS SELECTION & SERVICES PTE. LTD.

Case Manager (New Business)



Job description

A leading wealth-planning and life insurance advisory firm specializing in tailored legacy, liquidity, and estate planning solutions for high-net-worth individuals and families.

The company values discretion, integrity, and excellence, and works closely with clients, consultants, bankers, and insurers to deliver sophisticated insurance-based wealth strategies.


Role Overview
The Case Manager supports the advisory team in converting prospects into completed insurance policies.

This role manages the full process — from documentation and compliance to underwriting, follow-ups, and policy delivery — ensuring an efficient and seamless client experience.


Key Responsibilities
Case & Pipeline Management
Manage new business cases from submission to policy issuance
Track case progress and follow up to resolve delays
Maintain dashboards and provide updates to consultants
Documentation & Compliance
Collect and verify client KYC, financial, and medical documents
Ensure all documentation meets compliance and insurer requirements
Liaise with compliance teams and underwriters for clarifications
Underwriting & Medical Coordination
Arrange and coordinate medical examinations and assessments
Communicate with clients and follow up on underwriting requirements
Stakeholder Coordination
Collaborate with consultants, bankers, clients, insurers, and internal teams
Prepare documents, slides, and materials for meetings and presentations
Policy Delivery & Closure
Follow through cases to completion and ensure timely policy delivery
Support annual reviews or policy amendments when needed
Reporting & Improvement
Generate reports on case progress and identify process bottlenecks
Contribute to improving workflows and training new team members
Requirements
Education & Experience
Bachelor’s degree in any discipline
3–5 years of experience in insurance, broking, or financial services
Experience handling affluent or HNW clients is an advantage
Skills & Competencies
Strong interpersonal and communication skills
Highly organized, proactive, and detail-oriented
Able to multitask and work under pressure
Proficient in Microsoft Office (Excel, PowerPoint, Word)
Familiar with CRM or policy administration systems (preferred)
Discreet and professional when handling confidential information
EA License Number: 23C2060 | Registration ID is R | N.M
This is in partnership with the Employment and Employability Institute Pte Ltd (e2i).

e2i is the empowering network for workers and employers seeking employment and employability solutions.

e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions.

e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives.

By applying for this role, you consent to Quesscorp Singapore’s PDPA and e2i’s PDPA.


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    Unlock Your Case Manager Potential: Insight & Career Growth Guide


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