HNW Case Manager – Insurance

A 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...

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...

Our 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...

Assistant 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...

Support 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...

Join 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...

Join 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...

Business 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...

A leading financial services firm in Hong Kong is seeking a High Net Worth Case Manager/Senior Manager. The successful candidate will review and assess life insurance applications, ensuring they meet regulatory standards. You will collaborate with various teams to facilitate application processing and maintain communication with insurance intermediaries. The...

A financial services firm in Hong Kong is seeking a professional to support High Net Worth (HNW) case management. The role involves managing new business and policy servicing for clients and bank brokers, assessing documentation for underwriting needs, and ensuring adherence to guidelines. Candidates should have a Bachelor's degree and at least 4 years of...