HNW Insurance Case Manager – Premium Financing

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...

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...

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...

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...

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...

Key Responsibilities Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirements Ensure effective process efficiency, policy insurance & renewal, client relations, and undertake other duties as may be required Reviewing all...

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...

Associate Director, Life Insurance Operation Employer: The Hong Kong Federation of Insurers Location: Wan Chai District, HK Posted: 9 days ago Responsibilities Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirements Ensure...

Add expected salary to your profile for insights Responsibilities Provide routine case management for New Business and Policy Servicing requests and obtain sufficient information and documentation from clients for review cases and Underwriting requirements. Ensure effective process efficiency, policy insurance & renewal, client relations, and undertake other...