Insurance Case Manager/AVP
7 days ago
We are seeking a seasoned Senior Life Insurance Professional to join our team at Projob21 Ltd.
About the RoleThis 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.
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.
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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