Senior Manager, HNW Case Management

Senior Manager, HNW Case Management

Our client is a leading organization in the insurance industry, committed to fostering a collaborative and professional work environment. The company values expertise, attention to detail, and effective communication, making it an ideal place for candidates seeking growth in the life insurance sector. This role involves managing high-net-worth case reviews and coordinating across various departments to ensure efficient and compliant application processing. The position is crucial to maintaining high standards of service and regulatory adherence within the organisation.

Role Overview:
The Senior Manager, HNW Case Management, plays a key role in overseeing the evaluation and processing of life insurance applications for high-net-worth clients. The role ensures accurate review, compliance, and timely approval of applications, supporting the organisation’s commitment to service excellence and regulatory standards.

Key Skills & Experience:
• Bachelor's degree or equivalent qualification
• Previous experience in life insurance underwriting, case management, or related roles
• Strong knowledge of medical underwriting procedures and insurance regulations in Hong Kong
• Experience in the HNW field is strongly preferred
• Excellent communication and coordination skills in Cantonese and English
• Attention to detail and organizational skills
• Ability to work under pressure and meet deadlines

Key Responsibilities:
• Review and preview incoming life insurance applications for completeness and accuracy
• Coordinate with Underwriting and Distribution teams to obtain medical reports and underwriting decisions
• Liaise with Distribution teams to ensure proper documentation and compliance with policies and regulations
• Track and monitor application progress to ensure timely processing and approval
• Communicate effectively with insurance intermediaries and internal departments regarding application status and requirements
• Maintain accurate records of application reviews and correspondence
• Stay updated on industry regulations, product features, and company policies related to underwriting and sales

Requirements:
• Right to work in Hong Kong and ability to work on-site
• Prior experience in life insurance underwriting or case management, especially in the HNW sector
• Strong understanding of medical underwriting procedures and regulatory environment
• Fluency in Cantonese and English
• Attention to detail, organizational skills, and ability to meet deadlines

This is a fantastic opportunity for professionals with relevant experience to join a reputable organisation. If you meet the criteria and are interested, please apply now.