Case Manager (HNW Business)

Raffles Family Office Limited; Hong Kong; Sur place; HKD 420 000 - 600 000; Plein temps

Résumé du poste

Raffles Family Office Limited, a leading multi-family office, seeks an experienced insurance submissions specialist in Hong Kong. You will manage end-to-end life insurance applications, coordinate with RMs and insurers, and negotiate underwriting offers while maintaining high standards of accuracy and compliance.

The role requires 3–5 years in insurance brokerage, experience with multiple carriers, and excellent communication and organizational skills.

Qualifications

• Diploma or Degree in Business, Finance, Insurance, or related field.
• Relevant insurance certifications and licenses are a plus.
• 3–5 years of experience in insurance brokerage, handling new business submissions and policy servicing.
• Experience in a multi-carrier environment and managing HNW client cases preferred.
• Strong attention to detail with professionalism and accuracy.
• Excellent interpersonal, communication, and customer service skills.

Responsabilités

• Manage end-to-end submission process for individual life insurance applications with insurers.
• Monitor outstanding case requirements and coordinate with RMs and insurers for information.
• Negotiate with carriers on underwriting offers, quotations and policy terms.
• Review new submissions for irregularities or underwriting concerns.
• Provide administrative support to RMs via email and phone.
• Coordinate medical appointments and prepare documentation for new apps and renewals.
• Maintain records using internal systems and email platforms.
• Prepare quotations, proposals, and related documentation for clients and RMs.
• Ensure submissions and processes meet timelines and quality standards.
• Handle multiple cases in a fast-paced environment.

Connaissances

Interpersonal skills

Communication skills

Customer service

Attention to detail

Organizational skills

Formation

Diploma or Degree in Business/Finance/Insurance

Outils

Microsoft Office (Outlook/Word/Excel/PowerPoint)

Description du poste

Raffles Family Office is a leading multi-family office providing holistic wealth and family governance solutions to ultra-high-net-worth families across Asia and beyond. Our platform spans independent asset management, advanced wealth solutions, fund services, and risk & resilience advisory, allowing us to support families across generations with depth, discretion, and independence.

Headquartered in Hong Kong, with offices in Singapore, Taipei, Shanghai, and Beijing, Raffles Family Office is built on a people-first culture that values entrepreneurship, collaboration, and long-term professional growth.

Key Responsibilities

• Manage the end-to-end submission process for individual life insurance applications with insurers in a timely and accurate manner.
• Monitor and follow up on outstanding case requirements and coordinate with Relationship Managers (RMs) and insurers to obtain necessary information and documentation.
• Liaise and negotiate with insurance carriers on informal and formal underwriting offers, including special quotations and policy terms.
• Conduct preliminary reviews of new business submissions and identify any irregularities or underwriting concerns for escalation.
• Provide administrative and operational support to RMs through effective communication via email and telephone.
• Coordinate medical appointments and prepare supporting documentation for new applications and annual policy renewals.
• Maintain accurate records and manage documentation using internal systems, email, and web-based platforms.
• Prepare insurance quotations, proposals, and related documentation for clients and RMs.
• Ensure all submissions and operational processes are completed within stipulated timelines while maintaining a high standard of accuracy and compliance.
• Manage multiple cases concurrently in a fast-paced and dynamic working environment.

Requirements

• Diploma or Degree in Business, Finance, Insurance, or a related field.
• Relevant insurance certifications and licenses will be an added advantage.
• Minimum 3 to 5 years of relevant experience in insurance brokerage firms, handling both new business submissions and existing policy servicing.
• Prior experience working within a multi-carrier environment and managing high-net-worth (HNW) client cases is preferred.
• Strong attention to detail with the ability to maintain a high level of accuracy and professionalism.
• Excellent interpersonal, communication, and customer service skills.
• Proactive, resourceful, and able to take ownership of responsibilities independently.
• Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines effectively.
• Proficient in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Fluent in English, Cantonese, and Mandarin, with strong verbal and written communication skills.
• Able to work independently as well as collaboratively within a team-oriented environment.
• Comfortable working in a fast-paced and evolving organization.

Your application will go through internal screening. Only shortlisted candidates will be contacted for further discussion. All personal data collected will be kept strictly confidential for recruitment purpose only.