HNW Case Manager

Raffles Management (HK) Co. Limited; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

Raffles Family Office is seeking an Insurance Case Administrator to manage high-net-worth life insurance cases from submission to policy issuance. You will review applications for completeness, coordinate with RMs and insurers, and prepare quotations to support client discussions.

The role requires 3+ years in insurance brokerage, fluency in English, Cantonese, and Mandarin, and strong organizational skills. Collaborative, fast-paced environment with strict confidentiality and compliance.

Qualifications

• Minimum 3 years of experience in insurance brokerage firms handling new business submissions and servicing policies.
• Fluent in English, Cantonese and Mandarin.
• Diploma or Degree in Business, Finance, Insurance or related field.

Responsibilities

• Manage HNW life insurance cases from submission through underwriting and policy issuance.
• Review new business applications for completeness and underwriting concerns.
• Coordinate with Relationship Managers and insurers to progress cases.
• Coordinate medical appointments and required documentation for new apps and renewals.
• Prepare quotations, proposals and related documentation for client discussions.
• Maintain accurate case records across internal systems and insurer platforms.
• Support policy issuance, renewals and related administrative tasks.
• Handle multiple cases concurrently with accuracy and compliance.

Skills

Interpersonal skills

Communication skills

Customer service

Time management

Education

Diploma or Degree in Business/Finance/Insurance

Tools

MS Office

Outlook

Word

Excel

PowerPoint

Job description

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 HNW life insurance cases from application submission through underwriting and policy issuance, ensuring cases are processed accurately and within agreed timelines.

Review new business applications and supporting documents for completeness, accuracy and potential underwriting concerns prior to submission.

Coordinate closely with Relationship Managers (RMs) and insurers to manage outstanding requirements and keep cases progressing.

Coordinate medical appointments, medical requirements and supporting documentation for new applications and policy renewals.

Prepare insurance quotations, proposals and related documentation to support RMs and client discussions.

Provide ongoing case updates and operational support to RMs, highlighting outstanding requirements, underwriting developments and next steps.

Maintain accurate case records and documentation across internal systems, email and insurer/web-based platforms.

Support policy issuance, annual renewals and other case-related administrative requirements.

Manage multiple active cases concurrently while maintaining a high standard of accuracy, responsiveness and compliance.

Requirements

Diploma or Degree in Business, Finance, Insurance, or a related field.

Relevant insurance certifications and licenses will be an added advantage.

Minimum 3 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.