Associate, Case Management

Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives.

In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan.

Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability.

The merger of Aviva Singapore and Singlife was announced in September 2020 and created one of the largest homegrown financial services companies in Singapore in a deal valued at S$3.2 billion. It was the largest insurance deal in Singapore at the time. Singlife was subsequently acquired by Sumitomo Life in March 2024, one of Japan’s leading life insurers, which valued Singlife at S$4.6 billion, making the transaction one of the largest insurance deals in Southeast Asia.

Key Appointments

· The Associate, Case Management supports the end-to-end processing of insurance applications and policy servicing requests. The role is responsible for coordinating documentation, tracking case progress, following up on outstanding requirements, and ensuring accurate and timely submissions to insurers.

· This role serves as a key support function to Business Development Managers, Wealth Specialists, Senior Case Managers, and insurer partners to deliver a seamless client and adviser experience.

Key Responsibilities

New Business Administration

· Support the processing of insurance applications from submission to policy issuance.

· Review application forms and supporting documents for completeness and accuracy.

· Prepare and submit new business applications.

· Track case progress and maintain accurate records within internal systems.

· Follow up on outstanding underwriting requirements and documentation.

Case Coordination

· Liaise with advisers, insurers, underwriters, medical providers, and clients regarding case requirements.

· Coordinate medical examinations and collection of supporting documents.

· Monitor case status and provide regular updates to stakeholders.

· Escalate complex cases or service issues to the Senior Case Manager.

Policy Servicing Support

· Assist with policy alterations, beneficiary changes, premium updates, and other servicing requests.

· Prepare required documentation for policy servicing transactions.

· Ensure servicing requests are processed within agreed turnaround times.

Documentation & Compliance

· Conduct preliminary checks to ensure submissions comply with company and regulatory requirements.

· Maintain accurate and organized client records.

· Support AML/CFT, KYC, and customer due diligence requirements.

· Ensure proper filing and documentation of all case-related records.

Stakeholder Support

· Provide administrative support to Business Development Managers and Wealth Specialists.

· Respond to enquiries regarding case status and operational processes.

· Build positive working relationships with internal stakeholders.

Operational Support

· Support operational projects and process improvement initiatives.

· Assist in preparing operational reports and case tracking updates.

· Contribute to maintaining service standards and operational efficiency.

Key Requirements

· Minimum 2-3 years of experience in insurance, broking, or financial services operations, with specific experience in HNW or private banking.

· Understanding of insurance underwriting concepts, life insurance products, and policy administration.

· Excellent analytical skills, proficiency in MS Office (Excel), and strong client relationship skills.

· Highly organized, meticulous, and proactive with the ability to work under pressure in a fast-paced environment.

· Experience with complex, high-value policies (e.g., UL, SUL).