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Case Manager (HNW Insurance Broker)

Case Manager (HNW Insurance Broker)

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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