Elite HNW Insurance Case Manager for Private Clients

Selby Jennings; Hong Kong; On-site; HKD 350,000 - 550,000; Full time

Job summary

Selby Jennings in Hong Kong is seeking a Case Manager to join our team. You will work with advisers and insurers to deliver end-to-end case execution and provide exceptional client service in a fast-paced private client environment.

The role focuses on supporting HNW clients with tailored insurance solutions, coordinating with carriers, underwriters and medical providers, and ensuring timely completion of applications and documentation.

Qualifications

• Bachelor's degree holder in Business, Finance, Insurance or related discipline.
• 5+ years of experience in insurance case management, client servicing, sales operations or administration.
• Excellent written and verbal English; Chinese (Cantonese/Mandarin) is an advantage.

Responsibilities

• Support HNW insurance sales consultants in delivering customised insurance-based solutions to HNW clients
• Provide end-to-end case management support, ensuring smooth execution of insurance applications
• Liaise with insurance carriers, underwriters, medical providers, and international partners
• Prepare policy illustrations, product comparisons, and client presentation materials
• Coordinate medical examinations and ensure timely fulfillment of underwriting requirements
• Track case progress, manage timelines, and resolve bottlenecks
• Provide post-placement and after-sales servicing, including endorsements and changes
• Maintain accurate records and ensure compliance with AML/KYC and internal procedures
• Participate in process improvements and ad-hoc internal projects

Skills

Client servicing

Communication skills

English proficiency

Chinese language

Education

Bachelor's degree in Business/Finance/Insurance or related disciplines

Job description

Selby Jennings in Hong Kong is seeking a Case Manager to join our team. You will work with advisers and insurers to deliver end-to-end case execution and provide exceptional client service in a fast-paced private client environment.

The role focuses on supporting HNW clients with tailored insurance solutions, coordinating with carriers, underwriters and medical providers, and ensuring timely completion of applications and documentation.