# Case Manager, Specialist

**Company**: AIA Malaysia
**Location**: Kuala Lumpur, MY
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Insurance

**Apply**: https://aia.wd3.myworkdayjobs.com/en-US/External/job/Kuala-Lumpur-MY-AIA-Malaysia/Case-Manager--Consultant_JR-61573?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_c8785d71-a31

## Description

We're seeking a Case Manager, Specialist to join our marketing, distribution & partnership team in Kuala Lumpur. You'll play a vital part in advancing our movement to create a healthier, more sustainable future for everyone.

The successful candidate will serve as a liaison between sellers and underwriters, managing the end-to-end underwriting process for complex or high-value cases. This involves assessing high net worth (HNW) customers' health and financial circumstances, reviewing applications, coordinating medical examinations and reports, negotiating with underwriters, and tracking case statuses.

Key responsibilities:

- Conduct preliminary interviews with sellers to understand HNW customers' health and financial circumstances

- Assess and evaluate individual clients' health and financial circumstances to develop potential solutions for underwriting requirements

- Act as primary liaison between underwriters and sellers to facilitate the end-to-end new business and underwriting process

- Review applications for accuracy and identify any medical concerns

- Work closely with sellers to gather necessary medical and financial information

- Schedule medical examinations and communicate with medical service providers

- Negotiate with underwriters to obtain the best possible underwriting terms

- Provide regular updates on application status to sellers and management

- Close monitor and track pending cases, developing reports and dashboards

- Support sellers with onboarding processes for HNW clients

Requirements:

- At least 10 years of working experience in related fields and industry at management level

- Familiarity with new business and underwriting processes

- Customer service-oriented with positive attitude and good interpersonal skills

- Proficiency in both spoken and written English and Bahasa Malaysia

- Self-initiative, critical thinking, resourcefulness, and willingness to learn

- Ability to generate new insights and think creatively

## Skills

### Required
- underwriting
- customer service
- communication
- critical thinking
- problem-solving

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Source: [Apply at aia.wd3.myworkdayjobs.com](https://aia.wd3.myworkdayjobs.com/en-US/External/job/Kuala-Lumpur-MY-AIA-Malaysia/Case-Manager--Consultant_JR-61573?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)