Case Manager [HNW Insurance]

[Job ID: 1489103]

Job Summary:

Join us as a Case Manager and play a pivotal role in delivering seamless, end-to-end insurance solutions for high-net-worth clients. You will serve as the critical link between insurers and sales consultants, managing the full lifecycle of insurance applications with precision and professionalism. This is an excellent opportunity for an experienced insurance professional to grow within a dynamic and client-focused organisation.

Responsibilities:

• Act as the primary liaison between insurers and sales consultants, ensuring smooth coordination of all case matters.
• Manage end-to-end processing of insurance applications and documentation.
• Generate product highlights, quotations, and insurer illustrations for sales meetings.
• Provide new business and after-sales support to sales consultants.
• Maintain accurate documentation and ensure proper filing within internal CRM systems.
• Coordinate pre-submission tasks, including medical appointment bookings, KYC documentation preparation, and insurer application forms.
• Handle new business submissions to insurers and support sales consultants through to policy inception.
• Manage monthly reporting requirements for banking partners.
• Respond promptly to inquiries from internal and external stakeholders.

Requirements:

• Minimum 2–3 years of case management experience with high‑net‑worth clients, preferably within insurance broking or the insurance industry.
• Ability to use various software tools to generate insurer illustrations.
• Strong understanding of insurer underwriting requirements for efficient case submission.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Proficiency in Mandarin language for liaising with Mandarin-speaking clients and stakeholders.
• CMFAS Modules 5, 9, 9A, and HI certification is an added advantage.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771