Insurance Case Manager (RM or IS welcome)

Captar Partners Limited; Hong Kong; On-site; HKD 420,000 - 700,000; Full time

Job summary

Captar Partners Limited is seeking an Insurance Case Manager (RM or IS welcome) to support new business submissions, policy issuance, and case coordination across clients, insurers, and internal stakeholders.

The role involves collecting and submitting applications, tracking case progress, liaising with medical providers and sales consultants, and preparing illustrations and materials for case submission. Proficiency in English and Mandarin/Cantonese is preferred.

Qualifications

• Bachelor’s degree or above in any discipline.
• Minimum 5 years of relevant experience in the life insurance bank environment.
• Background as insurance specialists or relationship manager welcome.
• Completion of IIQE Papers I, III is an advantage.

Responsibilities

• Collect, review, and submit insurance applications accurately and on time.
• Track case progress and ensure applications meet service levels.
• Liaise with medical providers, clients, and Sales Consultants to gather documents and information.
• Prepare offer comparison tables, proposal illustrations, and supporting materials for case submission.
• Coordinate with bankers, trustees, insurers, and other stakeholders on policy documentation and administration.
• Maintain accurate sales system records and provide reporting and cross-team support.

Skills

Communication skills

Presentation skills

Team collaboration

Attention to detail

MS Office proficiency

Education

Bachelor’s degree

IIQE Papers I

IIQE Paper III

Tools

MS Office

PowerPoint

Excel

Job description

Insurance Case Manager (RM or IS welcome)

My client is a well-established insurance platform with a strong presence in the high-net-worth and advisory-led market. They are looking for case manager to support new business submissions, policy issuance, and case coordination across clients, insurers, and internal stakeholders.

Supporting insurance applications from submission through to policy issuance. It is a great opportunity for insurance back office applicants who would like to have a career change in sales supporting nature.

Responsibilities

• Collect, review, and submit insurance applications accurately and on time.
• Track case progress and ensure applications meet agreed service levels.
• Liaise with medical providers, clients, and Sales Consultants to gather required documents and information.
• Prepare offer comparison tables, proposal illustrations, and supporting materials for case submission.
• Coordinate with bankers, trustees, insurers, and other stakeholders on policy documentation and administration.
• Maintain accurate sales system records and provide reporting, operational backup, and cross-team support.

Requirements

• Bachelor’s degree or above in any discipline.
• Minimum 5 years of relevant experience in the life insurance bank environment.
• Background as insurance specialists orrelationship manager also welcome.
• Knowledge in new policies handling, case submission and underwriting process will be an advantage.
• Completion of IIQE Papers I, III.
• Strong communication and presentation skills, team collaboration with consultants and banking partners as a team player.
• Strong sense of accountability and the ability to work well in a fast-paced environment.
• Good proficiency in MS Office, especially PowerPoint and Excel.
• Proficiency in English and Mandarin, Cantonese;