High Net Worth Insurance Cases Manager

High Net Worth Insurance Cases Manager
The incumbent will be responsible for the case management of both the High Net Worth (“HNW”) and Retail products’ pre/post sale service transactions from the Agency channel. He/she supports the Sales Contact and the Operations teams to ensure a smooth, timely, and positive service experience for the financial representative and client on new and existing contracts



Responsibilities: 
•Responsible for overseeing the service aspects of the Agency cases throughout the case lifecycle (pre- and post-sale) 
•Consistently and accurately track incoming requests from internal and external stakeholders 
•Maintain daily/weekly/monthly reports, as required, for the tracking of outstanding issues, submissions, sales, feedback and overall adherence to Service Level Agreement; where management’s expectations are not met, highlight their root causes, where appropriate 
•Case management of High Net Worth (“HNW”) applications – perform screening of applications and report updates 
•Handle underwriting response to & from the Distributors or New Business team; Work closely with the Distributors relating to HNW applications 
•Attend to queries relating to clients’ medical bills and verify against internal records before raising payment voucher 
•Ensure HNW contracts are issued upon receipt of premiums and required original documents 
•To perform checks on HNW newly issued contracts or duplicate contracts to ensure that correct documents or endorsements are properly prepared before delivery to the clients 
•Follow up with the Distributors on outstanding requirement from Client Services and / or Claims on HNW policies 
•Perform user acceptance testing (“UAT”) for error fixes and data patching, if necessary 



Requirements: 
•Minimum 3 years similar working experience in a Life insurance company is a must 
•Strong communication skills 
•Strong understanding of the HNW market and the needs of sales professionals is an advantage  

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