Case Manager - Life Insurance

IPS Group (Asia) Limited

Hong Kong Island

On-site

HKD 391,000 - 580,000

Full time

14 days+

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Job summary

IPS Group (Asia) Limited in Hong Kong Island seeks an Assistant Manager, Sales Support to coordinate end-to-end case management for High Net Worth clients. You will act as the operational contact for complex submissions, renewals, endorsements, and claim coordination while supporting the sales team on business-building initiatives.

The role requires 2–5 years in insurance broker operations or client services, strong insurance document knowledge, and fluent Cantonese, English and Mandarin.

Qualifications

2–5 years of experience in insurance broker operations, case management, or client services.
Strong knowledge of insurance documentation and submission workflows.
Fluency in Cantonese, English and Mandarin is a must.

Responsibilities

Coordinate end-to-end case management and operational workflows for HNW clients.
Serve as the operational point of contact for complex submissions, policy servicing requests, renewals, endorsements, and claim coordination.
Liaise with the sales team to support business-building initiatives.
Review and pre-assess new life insurance applications.
Provide administrative support, prepare application packages, submit to underwriters and track status.
Assist in arranging medical examinations and related tests.
Act as liaison between insurance companies and private banking clients.
Support compliance, AML and due-diligence across new business applications.
Review case management manuals and workflows to streamline procedures and boost productivity.
Use data analytics to monitor performance and provide insights for management.

Skills

Communication

Organization

Attention to detail

Tools

CRM software

Microsoft Office

Excel

Job description

Coordinate end-to-end case management and operational workflows for High Net Worth (HNW) clients. Serve as the operational point of contact for complex submissions, policy servicing requests, renewals, endorsements, and claim coordination—ensuring accuracy, timeliness, and premium client experience.

Job Responsibilities:

Liaise closely with the sales team to support their business-building initiatives.

Review and conduct pre-assessment of new life insurance applications.

Handle and respond to enquiries from internal sales consultants, private bankers, trustees, and clients.

Provide administrative support to the sales team, prepare application packages, submit them to insurance companies for underwriting, and track case status until completion.

Assist in arranging medical examinations, retests, and any additional required tests.

Act as the liaison between insurance companies and private banking clients.

Support end-to-end operations for new business applications in line with company guidelines, including Compliance Requirements, AML, and Due Diligence, ensuring all activities follow proper standards.

Regularly review case management service manuals and workflows to streamline procedures, reduce unnecessary steps, and improve productivity.

Use data analytics to monitor business performance and provide insights for management review.

Job Requirements:

2–5 years of experience in insurance broker operations, case management, or client services

Strong knowledge of insurance documentation and submission workflows.

Proficiency with broker tools/CRM and Microsoft Office (advanced Excel a plus).

Excellent organization, follow-up discipline, and attention to detail.

Strong written and verbal communication skills with clients and carriers.

Fluency in Cantonese, English and Mandarin is a must.

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