Job description: 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
Expected salary:
Location: Central and Western District, Hong Kong
Job date: Sat, 23 Nov 2024 23:44:54 GMT
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