job description
Join Search Personnel as a High-Net-Worth (HNW) Insurance Case Manager in the vibrant heart of Bali, where you’ll play a pivotal role in managing complex insurance applications for affluent clients. This is a unique opportunity to work in a dynamic, international environment while contributing to the growth of our Banking & Financial Services division.
In this role, you will oversee the end-to-end process of HNW insurance applications—from initial client illustrations and KYC preparation to insurer submissions, underwriting coordination, and final policy inception. Your expertise will ensure seamless, compliant, and client-centric service delivery, reinforcing our reputation as a trusted partner in high-value financial solutions.
Based in Badung, Bali, you’ll collaborate with a global network of underwriters, financial advisors, and high-net-worth individuals, making a tangible impact in a fast-paced, rewarding industry. If you thrive in a detail-oriented, client-focused role with opportunities for professional growth, this position is tailored for you.
Responsibility
- Manage the full lifecycle of HNW insurance applications, including illustration, KYC documentation, and submission to insurers.
- Liaise with underwriters, clients, and financial advisors to ensure accurate, timely, and compliant processing of policies.
- Conduct thorough KYC (Know Your Customer) and AML (Anti-Money Laundering) checks in adherence to regulatory standards.
- Prepare and review insurance proposals, ensuring alignment with client needs and risk profiles.
- Coordinate with insurers to expedite underwriting decisions and resolve any queries or additional requirements.
- Maintain meticulous records of all applications, communications, and policy documents in a secure CRM system.
- Provide exceptional client service, addressing inquiries and offering tailored solutions to high-net-worth individuals.
- Stay updated on industry trends, regulatory changes, and best practices in HNW insurance and wealth management.
Qualifications
- Bachelor’s degree in Finance, Business, Insurance, or a related field; professional certifications (e.g., ChFC, CFP, or insurance licenses) are a plus.
- Minimum 3-5 years of experience in insurance case management, underwriting support, or HNW financial services.
- Proven track record in handling complex insurance applications for high-net-worth clients.
- Strong understanding of KYC, AML, and compliance frameworks in financial services.
- Excellent communication, negotiation, and stakeholder management skills.
- Proficiency in CRM systems, Microsoft Office, and insurance underwriting platforms.
- Detail-oriented with exceptional organizational and time-management abilities.
- Ability to work independently and collaboratively in a fast-paced, international environment.