Case Manager
talentvis singapore pte. ltd.- Posted 7 hours ago
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Job Description
Job Summary
We are seeking an Assistant Manager / Manager, Middle Office to support insurance operations, client onboarding, application administration and coordination with internal teams and external partners.
Key Responsibilities
Prepare presentation materials, insurance product comparisons and financial illustrations.
Coordinate client onboarding activities, including medical examinations and documentation.
Liaise with clients and referral partners to gather information and follow up on requirements.
Support prospecting activities, lead tracking and meeting arrangements.
Assist with insurance applications, ensuring accurate documentation and timely processing.
Work closely with Sales Operations and external parties to coordinate application requirements.
Arrange client meetings and follow up on outstanding action items.
Key Requirements
Diploma or Degree in Business, Finance, Marketing or a related discipline.
Minimum 3-4 years of experience in support, coordination or client servicing roles, preferably within insurance or financial services.
Familiarity with insurance products and application processes is an advantage.
Proficient in Microsoft Office, particularly Excel, Word and PowerPoint.
Strong organisational, communication and interpersonal skills.
Detail-oriented, proactive and able to manage multiple tasks independently.
Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to [Confidential Information] or click apply now!..We regret to inform that only shortlisted candidates would be notified..
Talentvis Singapore Pte Ltd | EA License No: 04C3537
EA Personnel Name: Wong Xin Tong | EA Personnel No: R26162902
