Case Manager (HNW Insurance Broker)

Company : Ethos Beathchapman

Job Description - Case Manager (HNW Insurance Broker)

Contract Type:

Permanent

Location:

Hong Kong, Hong Kong

Date Published:

02-Jun-2026

Salary:

$32,000.00 - $36,000.00 Monthly

The client is a HNW insurance broker firm.

Job Responsibilities

Work closely with sales consultants to ensure timely submission of insurance applications.
Coordinate with clients and sales consultants on outstanding documents to ensure timely case completion.
Liaise with medical providers (including doctors and clinics) to obtain clients' historical medical reports and required supporting documents.
Involvement in preparation and consolidation of offer comparison tables for each case submission to support Sales Consultants in advising clients.
Ensure all submissions comply with internal policies and insurers' regulatory requirements, with complete and accurate documentation
Prepare monthly performance and case status reports for assigned banking partners and external stakeholders.
Generate insurance proposal illustrations and distribute them to Sales Consultants or banking partners promptly.
Coordinate with bankers, trustees, and relevant stakeholders on policy ownership documentation and related administrative requirements.

Required Requirements

Degree in Business Administration, Finance, or related field.
Completion of IIQE Papers I, III, and V.
Minimum 3 years of relevant experience in the life insurance sector.
Strong communication and presentation skills.
Excellent proficiency in Microsoft Office

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

Original job Case Manager (HNW Insurance Broker) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Case Manager (HNW Insurance Broker)

Job Description - Case Manager (HNW Insurance Broker)

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