Case Management (bancassurance, Non-exclusive), Specialist

AIA Australia

3 to 5 years case management experience
Bachelor's degree in business or finance
Life insurance new business knowledge
The role acts as a critical link between channel heads and distribution partners to ensure efficient new business applications

Job Summary

  • The role acts as a critical link between channel heads and distribution partners to ensure efficient new business applications.
  • Incumbents are responsible for managing the end-to-end case lifecycle from submission to policy issuance while ensuring regulatory compliance.
  • The position requires strong collaboration with internal stakeholders, bankers, and partners to drive business growth and operational efficiency.

Matching Summary

The role acts as a critical link between channel heads and distribution partners to ensure efficient new business applications.

Skills & Requirements

Must-have

  • 3 to 5 years case management experience
  • Bachelor's degree in Business or Finance
  • Life insurance new business knowledge
  • Strong stakeholder management capability
  • Proficiency in MS Excel and reporting tools

Nice-to-have

  • Experience in bancassurance or banking sector
  • Exposure to High Net Worth cases
  • Knowledge of Singapore/Asia life insurance industry
  • Familiarity with MAS guidelines
  • Ability to work in fast-paced environment

Key Requirements

  • Minimum 3 to 5 years of case management experience
  • Bachelor's degree in Business Administration, Finance or related field
  • Knowledge of underwriting requirements and relevant regulations

Work Rights

Not specified

Tailored Resume

Cover Letter