Executive/Senior Executive (Case Manager)

Job Summary:

We are seeking a detail-oriented and proactive Executive/Senior Executive (Case Manager) professional to work alongside our Senior Manager, Wealth Management, in delivering a seamless end-to-end experience for high-net-worth clients. This role is responsible for the administrative and operational aspects of the advisory journeyfrom initial quotation to policy underwriting and ongoing servicing.

Key Responsibilities:

Manage the full turnkey process from preparing quotations, submitting applications, to coordinating underwriting requirements and policy issuance

Assist with onboarding new clients, ensuring all compliance and documentation requirements are met

Maintain accurate client records and update CRM systems regularly

Coordinate meetings, follow-ups, and manage client communications on behalf of advisors

Liaise with insurance partners, internal departments, and external vendors to ensure smooth case progress

Track and follow up on outstanding requirements with attention to timelines and details

Perform general administrative duties including scheduling, data entry, and file management

Qualifications:

Bachelor's degree or equivalent experience

Strong organizational skills and ability to manage multiple cases simultaneously

High attention to detail and sense of responsibility for case completion

Proficiency in Microsoft Office (Word, Excel, PowerPoint); CRM experience is a plus

Good command of English and Thai

Prior experience in insurance, financial services, or client support is preferred