Your new company A Leading Insurance Brokerage focusing on High-Net Worth (HNW) Individuals is expanding rapidly and looking to strengthen its team. They partner with top-tier insurers to deliver bespoke wealth protection and risk management solutions for affluent individuals and families. They are looking for a Case Manager to join and grow with their team.
Your new role - Manage the full life insurance application process from submission to policy issuance.
- Review application forms and required documents for accuracy & completeness.
- Submit cases to insurers and monitor progress through service teams.
- Communicate clear, regular status updates to advisors and clients throughout the application journey.
- Resolve administrative issues, missing documentation, or delays by liaising with insurer service teams.
- Maintain accurate case records, communication logs, and documentation in internal systems.
- Build strong relationships with advisors, insurer service teams, and internal departments to support smooth case operations.
What you'll get in return - Attractive compensation package.
- Collaborative and supportive team environment within a trusted financial institution.
- Continuous training and opportunities for professional career growth.
What you need to do now Ifyouareinterestedinthispositionorothers within the Insurance industry,pleasesendyourresumeto Tiffany.Lee@hays.com.hk.