Insurance Case Manager/AVP

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time
Life Insurance Case Management Opportunity

We are seeking a seasoned Senior Life Insurance Professional to join our team at Projob21 Ltd.

About the Role

This is an exciting opportunity for a motivated and experienced individual to manage life insurance case management for HNW clients in Greater China markets.

  • You will be responsible for bridging the gap between insurance companies, private bankers, and clients, ensuring seamless communication and service delivery.
  • Your key responsibilities will include supporting bankers/Clients with medical booking, document preparation, and compliance with regulatory requirements.
Key Requirements

To succeed in this role, you will need:

  • A degree holder with at least 4 years of relevant life insurance case management/client service experience acquired from International insurance brokers.
  • Familiarity with life insurance products & underwriting process.
  • Fluently written and spoken English and Mandarin.
  • Proven organization skills with strong attention to detail.
  • Excellent interpersonal and communication skills.
  • Sales assistant, operations & regulatory support experience.
Additional Responsibilities

In addition to the above, you will also be responsible for:

  • Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia, and Hong Kong Markets.
  • Working closely with external counterparties in account opening, pricing quotation, bank, and fund operations.
  • Resolving daily inquiries from affluent professional investors.
  • Participating in ad hoc regional and local projects.
  • KYC, Name Screening & Account Documentation.
  • Conduct basic due diligence checking under respective AML requirements.
  • Oversight of KYC and Client On-Boarding functions.
  • Report to the Regional Head of KYC.
  • Assume team lead functions to oversee KYC and client onboarding for low to high risk cases.
  • Accountable for CDD Review to ensure fulfillment of regulatory and corporate governance.
  • Assume the primary contact point to support front office in resolving clients' documentation, instruction, payment, and operational issues with back office; L&C departments.
  • Serve as the key gatekeeper to review/verify the clients' banking transaction/related documents.
  • Assist ad hoc projects and administration work among the team.

The estimated salary range for this position is $80,000 - $120,000 per annum, depending on experience and qualifications. If you are a driven and results-oriented professional looking to make a difference in the life insurance industry, we encourage you to apply.



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