Case Manager, HNW Insurance Brokerage
5 hours ago
2 days ago Be among the first 25 applicants Responsibilities Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings. Provide new business sales support and after-sales policy services support for sales consultants. Follow internal processes and ensure proper documentation are obtained and filed in CRM. Co-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s application forms. Handle new business case submissions to different insurers and work closely with sales consultants to policy inception. Handle inquiries from internal and external stakeholders and ensure they are answered promptly. Job Requirements Minimum 2-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry. Adapt to using different software to generate insurer’s illustrations. Strong understanding of different underwriting requirements from the insurers to submit cases efficiently. Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Good interpersonal skill with internal and external stakeholders. Able to work with tight deadlines, producing efficient work in a multi-task environment. Fluent in Cantonese, English and Mandarin is a must. #J-18808-Ljbffr
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Case Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Captar Partners Limited Full timeOur client is a reputable international insurer in Hong Kong. They are seeking a Case Manager to provide case support for in their brokerage team. This role requires solid experience in handling saving and protection insurance products. To ensuring smooth execution and coordination with business leaders and counter parties internally and externally. Key...
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Hong Kong Island, Hong Kong SAR China China Life Insurance (Overseas) Company Limited Full timeBusiness Development Assistant Manager– HNW Brokerage Channel Provide sales, training and marketing supports to HNW distribution channels, mainly international brokers Relationship building and business development with HNW distribution channels Focus on assigned sales targets Facilitate sales and case management with internal and external parties Be the...
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Global HNW Brokerage BD Lead – Insurance
1 week ago
Hong Kong Island, Hong Kong SAR China China Life Insurance (Overseas) Company Limited Full timeA leading insurance firm in Hong Kong is seeking a Business Development Assistant Manager for its HNW Brokerage Channel. Responsibilities include providing sales support, managing relationships with international brokers, and achieving sales targets. The ideal candidate should have 3-5 years of relevant insurance experience, strong interpersonal skills, and...
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HNW Case Management Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Omni Group Asia Limited Full timeSupport on High Net Worth (HNW) case management. Responsible for New Business and Policy Servicing to clients and bank brokers. Collect and assess client documentation to satisfy underwriting and review requirements. Evaluate applications with varied insurance needs and specific client situations to ensure clarity and thoroughness. Process premium financing...
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Hong Kong Island, Hong Kong SAR China Lloyd Karson International Limited Full timeA leading insurance company located in Hong Kong is seeking an Assistant Insurance Case Manager. This role involves managing high-net-worth (HNW) and bank-broker case processes, ensuring underwriting standards are met, and handling premium financing requests. The ideal candidate holds a Bachelor's degree with at least four years of relevant insurance...
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HNW Case Manager – Insurance
2 days ago
Hong Kong Island, Hong Kong SAR China IPS Group (Asia) Limited Full timeA leading financial institution in Hong Kong is seeking a Case Manager to support their Sales Consultants with case management tasks, from quotations to policy inception. Candidates should possess a degree, have at least 3 years experience in life insurance brokerage, and be proficient in MS Office. Strong communication skills in Cantonese, English, and...
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Assistant Insurance Case Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Lloyd Karson International Limited Full timeAssistant Insurance Case Manager (HNW, Premium Financing, 40k - 50k) Manage the complete lifecycle of HNW and bank-broker case processes for new business and policy servicing requests. Collect and examine client documentation to fulfill underwriting and case review standards. Evaluate applications with diverse insurance requirements and unique client...
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Chubb Life HK: Case Manager
2 days ago
hong kong, Hong Kong SAR China Chubb Life Full timeJoin to apply for the Chubb Life HK: Case Manager (HNW CS) role at Chubb Life 6 days ago Be among the first 25 applicants Join to apply for the Chubb Life HK: Case Manager (HNW CS) role at Chubb Life Get AI-powered advice on this job and more exclusive features. JOB DESCRIPTIONThis position is the core support of serving high net worth (HNW) clients and/or...
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Chubb Life HK: Case Manager
2 days ago
Hong Kong Island, Hong Kong SAR China Chubb Life Full timeJoin to apply for the Chubb Life HK: Case Manager (HNW CS) role at Chubb Life 6 days ago Be among the first 25 applicants Join to apply for the Chubb Life HK: Case Manager (HNW CS) role at Chubb Life Get AI-powered advice on this job and more exclusive features. JOB DESCRIPTIONThis position is the core support of serving high net worth (HNW) clients and/or...
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Strategic Insurance Case Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Yu Fung Broker Limited Full timeA leading insurance brokerage firm in Hong Kong is seeking an experienced professional to handle insurance proposals, manage client relationships, and ensure compliance with regulatory requirements. Candidates should have at least 3 years of experience in the insurance industry, strong communication skills, and proficiency in both Chinese and English. This...