Case Manager (HNW Insurance Broker)
Ethos BeathChapman
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
Contract Type:
Permanent
Location:
Hong Kong, Hong Kong
Date Published:
13-Jul-2026
Salary:
$36,000.00 - $46,000.00 Monthly
The client is a HNW insurance broker firm. Job Responsibilities
Permanent
Location:
Hong Kong, Hong Kong
Date Published:
13-Jul-2026
Salary:
$36,000.00 - $46,000.00 Monthly
The client is a HNW insurance broker firm. 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 comparison tables for each case submission 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.
- Degree in Business Administration, Finance, or related field.
- Completion of IIQE Papers I, III, and V.
- Minimum 3 years of relevant experience in the life insurance sector.
- Strong communication and presentation skills.
- Excellent proficiency in Microsoft Office