Case Management (Bancassurance, Non-Exclusive), Specialist
AIA Group · Singapore
At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.
So if you believe in inspiring a better future, read on.
About the Role
A Partnership Distribution Case Management Specialist acts as a critical link between channel heads and their distribution partners (such as banks or brokers), ensuring that new business applications move efficiently from submission to policy inception.The case management specialist is responsible for supporting channel head in managing the end-to-end case management and operational journey for partnership distribution channels, seamless and timely execution of the new business applications and the applications are accurately captured in the systems and meet regulatory standards.
This role focuses on maximizing the number of issued cases by facilitating communication between underwriters, advisors, and bank partners, enabling the team to focus on driving business growth.
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
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.