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Case Manager (Insurance Broker - UHNW Segment)

Job Responsibilities Work closely with sales consultants to ensure timely submission of insurance applications. Coordinate with clients and sales consultants on outstanding documents to ensure timely case completion. Liaise with medical providers (including doctors and clinics) to obtain clients’ historical medical reports and required supporting documents. Involvement in preparation and consolidation of offer comparision tables for each case submissions to support Sales Consultants in advising

Ethos BeathChapman - Hong Kong - Full time

Salary: Competitive Salary

Job Responsibilities
  • Work closely with sales consultants to ensure timely submission of insurance applications.
  • Coordinate with clients and sales consultants on outstanding documents to ensure timely case completion.
  • Liaise with medical providers (including doctors and clinics) to obtain clients historical medical reports and required supporting documents.
  • Involvement in preparation and consolidation of offer comparision tables for each case submissions to support Sales Consultants in advising clients.
  • Ensure all submissions comply with internal policies and insurers regulatory requirements, with complete and accurate documentation
  • Prepare monthly performance and case status reports for assigned banking partners and external stakeholders.
  • Generate insurance proposal illustrations and distribute them to Sales Consultants or banking partners promptly.
  • Coordinate with bankers, trustees, and relevant stakeholders on policy ownership documentation and related administrative requirements.

Required Requirements
  • Bachelors degree or above in any discipline.
  • Minimum 4 years of relevant experience in the life insurance sector.
  • Completion of IIQE Papers I, III, and V.
  • Strong communication and presentation skills.
  • Excellent proficiency in MS Office, particularly PowerPoint and Excel.


BeathChapman Pte Ltd
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