HNW Insurance Case Manager — Multicarrier Expert

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 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.