Global Life Insurance Case Manager

3 days ago


Central And Western District, Hong Kong SAR China Projob21 Ltd. Full time
Projob21 Ltd. Job Description

We are seeking a skilled Global Life Insurance Case Manager to join our team in Projob21 Ltd.

Job Overview
  • The successful candidate will be responsible for managing life insurance case management for HNW clients in Greater China markets.
  • Serving as the bridge between insurance companies, private bankers, and Clients.
Responsibilities
  • Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets.
  • Serve as the bridge between insurance companies, private bankers, and Clients.
  • Support Bankers/Clients with medical booking and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements.
  • Facilitate timely preparation of clients' presentation materials, prepare pipeline reports, and tackle any related issues.
Requirements
  • Degree holder with at least 4 years of relevant life insurance case management/client service experience acquired from International insurance brokers.
  • Familiar 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
  • 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.


  • Central And Western District, Hong Kong SAR China Projob21 Ltd. Full time

    About UsProjob21 Ltd. is a leading provider of financial services.We are committed to delivering exceptional results and building long-term relationships with our clients.Our MissionTo become the most respected and sustainable European Private Bank.Job DescriptionAs a Global Life Insurance Case Manager, you will be responsible for managing life insurance...


  • Central And Western District, Hong Kong SAR China Bowtie Life Insurance Company Full time

    Role Summary Bowtie’s mission is to make insurance good again and our vision is to build a category-defining health insurance company. As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for interns to join us throughout the year - as a Bowtie intern, you will be treated and work like...

  • Senior Manager

    4 weeks ago


    Central And Western District, Hong Kong SAR China Transamerica Life Bermuda Full time

    4 days ago Be among the first 25 applicantsDirect message the job poster from Transamerica Life BermudaHuman Resources Business Partner | Talent Acquisition | People DevelopmentJob SummaryWith offices in Bermuda, Singapore, and Hong Kong, Transamerica Life (Bermuda) is a global multi-hub life insurer specialising in providing bespoke life insurance services...


  • Central And Western District, Hong Kong SAR China QBE Insurance Group Full time

    Underwriter, Mortgage Insurance Underwriter, Mortgage Insurance Apply locations HKG - Quarry Bay Time Type: Full time Posted on: Posted 30+ Days Ago Job Requisition ID: 329677 Primary Details QBE MI Asia is an international provider of credit enhancement products that promote homeownership and facilitate mortgage transactions in the capital markets. We...


  • Central And Western District, Hong Kong SAR China Projob21 Ltd. Full time

    Key ResponsibilitiesManage life insurance case management for UHNW Private Clients in Greater China markets.Serve as the bridge between insurance companies, private bankers, and Clients.Support Bankers/Clients with medical booking and preparation of documents.Prepare pipeline reports and tackle related issues.What We OfferWe offer a dynamic and supportive...


  • Central And Western District, Hong Kong SAR China QBE Insurance Group Full time

    Underwriter, Mortgage InsuranceUnderwriter, Mortgage InsuranceApply locations HKG - Quarry BayTime Type: Full timePosted on: Posted 30+ Days AgoJob Requisition ID: 329677Primary DetailsQBE MI Asia is an international provider of credit enhancement products that promote homeownership and facilitate mortgage transactions in the capital markets. We provide...


  • Central And Western District, Hong Kong SAR China Bupa Full time

    Responsibilities The jobholder will be responsible for the assessment and administrative support duties of the Claims Management Department in accordance with the standard operating procedures of the department, including: Overseeing the assessment of preauthorization, preassessment, and medical claims performance and quality in compliance with the terms and...


  • Central And Western District, Hong Kong SAR China Projob21 Ltd. Full time

    Job Responsibilities Conduct regular compliance reviews to ensure compliance with regulatory requirements and Company Compliance Policies and recommend enhancements/corrective actions. Monitor the implementation of anti-money laundering guidelines and other compliance policies and procedures, identify gaps, and recommend corrective actions. Assess compliance...


  • Central And Western District, Hong Kong SAR China Bowtie Life Insurance Company Full time

    Role Summary Bowtie's mission is to make insurance good again and our vision is to build a category-defining health insurance company. As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for great talents who share our values to bring back the good of insurance: protecting people and...


  • Central And Western District, Hong Kong SAR China Bowtie Life Insurance Company Full time

    Role SummaryBowtie’s mission is to make insurance good again and our vision is to build a category-defining health insurance company.As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for great talents who shareour valuesto bring back the good of insurance: protecting people and their...


  • Central And Western District, Hong Kong SAR China Harvest Personnel Agency Full time

    Responsibilities:Monitor and support the team to achieve pre-set service standards and ensure smooth operation.Assess various types of insurance claims.Set up Claims Guidelines for new products and prepare Claims Manual as needed.Work with auditors for claims audits.Participate in system design and testing.Handle claims-related inquiries and...

  • Sr claims officer

    4 weeks ago


    Central And Western District, Hong Kong SAR China Harvest Personnel Agency Full time

    Job Highlights5-day work week, Medical, Life insurance University graduates4 years’ experience Job Description Responsibilities: Assess life / medical insurance claims Review medical report and attend to general correspondence Handle claims related enquiries and complaints Participate in system testing and ad hoc projects Requirements: University...

  • Health Service Sales

    4 weeks ago


    Central And Western District, Hong Kong SAR China Bowtie Life Insurance Company Full time

    Role SummaryBowtie’s mission is to make insurance good again and our vision is to build a category-defining health insurance company.As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for great talents who shareour valuesto drive our growth by building innovative distribution channels,...


  • Central And Western District, Hong Kong SAR China Projob21 Ltd. Full time

    Job RequirementsTo succeed in this role, you will need to possess:Strong knowledge of life insurance products and underwriting processes.Experience in managing life insurance case management for HNW clients.Excellent communication and interpersonal skills.Ability to work effectively with external counterparties.Strong organizational skills and attention to...


  • Central And Western District, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC Life is a...


  • Central And Western District, Hong Kong SAR China Willis Towers Watson Full time

    Corporate Risk and Broking We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results. The Role...

  • Business Analyst

    4 weeks ago


    Central And Western District, Hong Kong SAR China Zurich 56 Company Ltd Full time

    Business Analyst (Life Business Solutions)Job Accountabilities:Support the Life Operations projects and ensure the assigned projects are completed timely.Work closely with users and IT teams to collect/deliver user requirements and provide business analysis services in assigned projects.Prepare and maintain the documentation for assigned projects, including...


  • Central And Western District, Hong Kong SAR China FWD Insurance Full time

    Assistant Manager, Platform EngineeringAssistant Manager, Platform EngineeringApply locations: Hong Kong - CityplazaTime type: Full timePosted on: Posted 30+ Days AgoAbout FWD GroupFWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the...


  • Central And Western District, Hong Kong SAR China Munich Re Full time

    Munichre Service Limited, part of Munich Re, the world's largest reinsurer, is recruiting for a Senior Actuarial Manager to drive business growth in Hong Kong and Taiwan. As a key player in our Life & Health team, you will forge strong client relationships, develop new products, and promote digital solutions.This position is based in Hong Kong and reports to...


  • Central And Western District, Hong Kong SAR China Synpulse8 Full time

    We are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia, and India. We are a valued partner to many of the world‘s largest international financial services and insurance firms. We support our clients at all project management...