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HNW Insurance Case Manager

2 months ago

Hong Kong, Hong Kong SAR China Selby Jennings Full time

Our client is an international insurance broker looking for a Case Manager to join their team in Hong Kong.

Responsibilities:

  • Collaborate closely with the Sales team to provide customized insurance-based solutions for High Net Worth (HNW) clients
  • Manage cases end-to-end, ensuring efficient processing of insurance applications and maintaining close coordination with international insurance carriers and business partners
  • Prepare client-facing illustrations, product comparisons, and presentations to support the sales process
  • Arrange medical examinations and oversee fulfillment of underwriting requirements
  • Deliver after-sales policy servicing and support to clients
  • Participate in initiatives to improve internal processes and assist with ad-hoc projects as needed

Qualifications:

  • 3+ years of experience in a client-facing insurance or financial services role, preferably supporting High Net Worth clientele
  • General understanding of insurance products and solutions for HNW individuals
  • Excellent communication and presentation skills to liaise effectively with clients and insurance providers
  • Attention to detail and ability to manage multiple tasks and deadlines efficiently
  • Collaborative mindset and willingness to contribute to process improvement efforts
  • Fluency in English, with additional language skills preferred