Case Management (Bancassurance, Non-Exclusive), Specialist

What You’ll Be Doing

Case Management

• Manage end-to-end case lifecycle from submission to policy issuance
• Perform proactive follow-ups on pending cases to ensure timely closure
• Ensure completeness and accuracy of submissions at point of entry
• Track and resolve underwriting or documentation issues
  

Channel Support and reporting

• Provide day-to-day operational support to the Channel head
• Assist in monitoring and reporting on pipeline movement, case progress and turnaround time
• Support preparation of reports, updates and tracking for business reviews
• Enable smooth execution by ensuring operational efficiency
• Maintain accurate case trackers and follow-up logs
• Highlight key issues and provide proposed solutions to the Channel head
• Identify gaps in the submission-to-inception workflow and suggest new procedures to improve operational efficiency
  

Stakeholders Support

• To ensure clear communication and timely resolution of case-related matters proactively, the incumbent should have good stakeholders’ management capability to work closely with Internal stakeholders within AIA (not limiting to AIA Life Operations, Cashiers, Compliance)
  

Bankers & Partners Relationship Management

• Maintain professional relationships with internal stakeholders, bankers and partners to maintain a high standard of service support and ensure prompt delivery of policy issuance requirements, outstanding documents and case status updates.
  

Ad-Hoc & Campaign Support

• Assist in campaign fulfilment and tracking
• Provide operational support for the channel initiatives and projects
  

What You Should Have

• Bachelor’s degree in Business Administration, Finance or a related field
• Minimum 3 to 5 years of case management experience ideally within insurance bancassurance, banking, or the High Net Worth (HNW) sector
• Experience in life insurance, new business or policy servicing preferred and exposure to HNW cases would be an advantage
• Knowledge of life insurance industry in Singapore and/or Asia would be a plus
• Good understanding of underwriting requirements, insurance products, and relevant regulations (e.g., MAS guidelines in Singapore)
• Strong sense of ownership with follow-up and coordination skills
• Ability to communicate effectively with diverse stakeholders internally and externally
• Numbers-driven with ability to track and generate data driven reporting
• Proficient in MS Excel and reporting tools for data analysis and reporting
• Proficiency in managing high-volume caseloads with tight deadlines and a high degree of accuracy
• A team player with good collaboration skills and the ability to work in a fast-paced environment