About the role
Mid-level case manager role focused on managing complex high-net-worth insurance applications end-to-end, coordinating underwriters, sales teams, intermediaries, and medical providers to ensure timely and compliant processing while delivering premium client service.
BankingOnsite
Key Responsibilities
- Manage the end-to-end New Business journey, ensuring timely and compliant execution while delivering a positive and seamless customer experience
- Facilitate communication between underwriters, sales teams, intermediaries, and operational units to maintain case momentum and provide timely updates
- Liaise with medical service providers to ensure prompt delivery of required reports and documentation
- Handle stakeholder interactions with professionalism, tact, and a client-centric approach
- Provide proactive updates to advisers and intermediaries regarding the status of their clients' applications
- Maintain high service standards tailored to the expectations of HNW clients, ensuring accuracy and responsiveness throughout the case lifecycle
- Identify and escalate issues that may impact case progression, while contributing to continuous process improvement initiatives
Requirements
- Strong working knowledge of underwriting principles, new business operations, and relevant insurance laws and regulations
- Proven conflict resolution and relationship management skills, with the ability to engage diverse stakeholders effectively
- Strong analytical abilities paired with excellent interpersonal and communication skills
- Detail-oriented and meticulous, with a commitment to accuracy and quality
- Self-motivated and capable of working independently, while also contributing effectively within a team environment
- Demonstrates strong initiative, a keen learning mindset, and adaptability in a dynamic and evolving business landscape
- Ability to manage multiple priorities and deadlines with agility and composure
- Minimum of 3 years of relevant working experience in insurance or financial services
- Proficiency in MS Excel and Power BI for data tracking and reporting