Case Manager, High-Net-Worth Insurance & Wealth Solutions

About the Role Our client is a leading international life insurance brokerage specialising in insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are looking to expand their team of case managers to oversee the end-to-end implementation of complex insurance cases, working closely with advisers, private banks, insurers, and clients to ensure a seamless application and policy issuance process.   Key Responsibilities - Manage the end-to-end administration of HNW insurance cases, from application through policy issuance. - Coordinate with advisers, private bankers, insurers, underwriters, and clients to ensure timely case progression. - Monitor case status, proactively follow up on outstanding requirements, and resolve issues to minimise delays. - Review application documents to ensure accuracy, completeness, and regulatory compliance. - Liaise with insurers on underwriting requirements, medical evidence, policy amendments, and policy issuance. - Maintain accurate case records and provide regular updates to internal stakeholders and clients. - Deliver a high standard of client service while ensuring service level agreements are met. - Support continuous improvements to case management processes and operational efficiency.  Skills and Requirements - Bachelor's degree in Business, Finance, Insurance, or a related discipline. - 3 years of experience in case management, policy administration, client servicing, or operations within life insurance or an insurance brokerage. - Strong organisational skills with the ability to manage multiple cases simultaneously. - Excellent communication and stakeholder management skills, with the ability to coordinate across clients, insurers, and business partners. CW Reg. No. R2199597 BeathChapman Pte Ltd Licence no. 16S8112