[Job ID:1625136]

Responsibilities:

Manage the full case lifecycle from initial client meeting to placement and post-servicing
Support consultants in preparing quotations, product comparisons, and marketing materials
Coordinate client medical examinations and prepare pre-submission documentation
Liaise with insurers on case submissions and follow up on underwriting status
Collaborate with consultants and external stakeholders (bankers, wealth planners, insurers, trustees, EAMs) to establish policy ownership and arrange collateral premium financing
Assist in ensuring timely completion of policy servicing and annual reviews
Ensure all client documentation complies with internal policies, regulatory requirements, and insurer due diligence standards
Prepare regular reports on pipeline activities and banking interactions
Execute operational tasks in accordance with standard operating procedures
Support operational projects as assigned

Requirements:

Minimum 2-3 years of experience in back-office or administrative support roles experience in financial services, insurance, legal, or related sectors is preferred
Proficiency in Japanese (JLPT N1) to communicate with Japanese speaking counterparts
Strong interpersonal skills with the ability to collaborate effectively in a team-oriented environment
Strong organizational and time management skills, with a proactive and detail-oriented approach
Ability to work independently under tight deadlines with minimal supervision

(Advantage)

Experience in the life insurance industry (e.g., underwriting, policy administration, sales support, or operations) is an added advantage
Experience in middle- or back-office roles within Private Banks, Trust companies, or External Asset Managers is an added advantage
Foundational knowledge of High-Net-Worth (HNW) or Wealth Management sectors is an added advantage
Possession of relevant regulatory certifications in Singapore (e.g., CMFAS M5, M9, M9A, HI) is an added advantage
Relevant professional certifications such as Financial Planner (FP) or equivalent are an added advantage

If you are interested in the role, please feel free to contact me at
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EA Personnel Name: Ochi Madoka
EA Personnel Registration Number: R24125474
EA License No.: 07C5771

Insurance Case Manager (Japanese Speaking)