Case Management (bancassurance, Non-exclusive), Specialist
AIA
3 to 5 years case management experience
Life insurance new business knowledge
Strong stakeholder management capability
The role acts as a critical link between channel heads and distribution partners to ensure efficient movement of applications from submission to policy inception
Job Summary
The role acts as a critical link between channel heads and distribution partners to ensure efficient movement of applications from submission to policy inception.
You will be responsible for managing the end-to-end case lifecycle, performing proactive follow-ups, and resolving underwriting or documentation issues to maximize issued cases.
This position requires maintaining professional relationships with bankers and internal stakeholders while ensuring accurate data capture and adherence to regulatory standards.
Matching Summary
The role acts as a critical link between channel heads and distribution partners to ensure efficient movement of applications from submission to policy inception.
Skills & Requirements
Must-have
3 to 5 years case management experience
Life insurance new business knowledge
Strong stakeholder management capability
Proficiency in MS Excel and reporting tools
Ability to manage high-volume caseloads
Nice-to-have
Experience with High Net Worth cases
Knowledge of Singapore or Asia insurance market
Exposure to bancassurance sector
Proactive problem-solving skills
Team player in fast-paced environment
Key Requirements
Bachelor's degree in Business Administration, Finance or related field
Minimum 3 to 5 years of case management experience
Knowledge of life insurance industry regulations (e.g., MAS guidelines)