Case Management (Bancassurance, Non-Exclusive), Specialist

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.

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