Our client is an international insurance broker looking for a Case Manager to join their team in Hong Kong.
Responsibilities:
- Collaborate closely with the Sales team to provide customized insurance-based solutions for High Net Worth (HNW) clients
- Manage cases end-to-end, ensuring efficient processing of insurance applications and maintaining close coordination with international insurance carriers and business partners
- Prepare client-facing illustrations, product comparisons, and presentations to support the sales process
- Arrange medical examinations and oversee fulfillment of underwriting requirements
- Deliver after-sales policy servicing and support to clients
- Participate in initiatives to improve internal processes and assist with ad-hoc projects as needed
Qualifications:
- 3+ years of experience in a client-facing insurance or financial services role, preferably supporting High Net Worth clientele
- General understanding of insurance products and solutions for HNW individuals
- Excellent communication and presentation skills to liaise effectively with clients and insurance providers
- Attention to detail and ability to manage multiple tasks and deadlines efficiently
- Collaborative mindset and willingness to contribute to process improvement efforts
- Fluency in English, with additional language skills preferred
