Assistant Manager/ Manager, Case Management, High Net Worth Operations
Core
Managing end-to-end case processing for high-net-worth clients, including new business applications, trust structures, and policy issuance.
Role type
Assistant Manager/Manager, Case Management (High Net Worth)
Builds
Policy issuances and trust structures for HNW clients
Domain
Life Insurance / High Net Worth
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Case management, trust structure assessment, premium financing knowledge, HNW business model understanding, process coordination, documentation validation, pipeline monitoring, best practice sharing, process improvement
Preferred skills
None stated
Technologies
MS Word, Excel, PowerPoint
Responsibilities
Serve as primary point of contact for business partners and distribution channels; manage end-to-end process from application to policy issuance; coordinate with underwriters, L&C team, and cashier; collect and validate client information and documentation; facilitate case issuance and follow-up on underwriting requirements; maintain sales progress reports and monitor pipeline status; handle internal and external enquiries; act as liaison for trust-related matters; support training sessions for business partners; participate in process improvement initiatives
Seniority
Manager, hands-on IC
