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Prudential

Case Manager, HNW Underwriting

Prudential
BusinessSingaporeFull-time1 months ago
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About the role

AI summarised

This is a High Net Worth (HNW) Case Manager role within the Underwriting team at Prudential, an insurance company. The role involves managing complex insurance applications for HNW clients, coordinating with internal and external stakeholders, and ensuring timely and compliant case progression.

BusinessFull-timeGeneral

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.