(Senior) HNW Case Manager

Omni Group Asia Limited; Hong Kong Island; On-site; HKD 201,000 - 268,000; Full time

Job summary

Bank of China Group Insurance Company Limited in Central, HK, is seeking a Policy Administration Officer to support HNW case management, underwriting, and policy servicing for clients and bank brokers. You will collect documentation, assess requirements, and ensure accuracy for underwriting and reviews.

The role requires a Bachelor’s degree with 4+ years in case management or brokerage support, strong regulatory knowledge, and excellent stakeholder management.

Qualifications

• Bachelor’s degree with relevant experience in case management or brokerage support.
• Strong knowledge of underwriting processes, policy servicing, and regulatory compliance.
• Experience in premium financing and policy pledging is advantageous.
• Excellent communication, problem-solving, and stakeholder management skills.
• Detail-oriented with strong organizational and time management skills.

Responsibilities

• Support on High Net Worth (HNW) case management.
• Responsible for New Business and Policy Servicing to clients and bank brokers.
• Collect and assess client documentation to satisfy underwriting and review requirements.
• Evaluate applications with varied insurance needs and client situations to ensure clarity and thoroughness.
• Process premium financing requests.
• Ensure adherence to company guidelines and regulatory requirements.
• Assist with internal and external audits and resolve findings effectively.
• Collaborate with internal teams and external partners to improve service delivery and operational efficiency.

Skills

Case management

Underwriting processes

Policy servicing

Regulatory compliance

Stakeholder management

Attention to detail

Education

Bachelor’s degree

Job description

Support on High Net Worth (HNW) case management

Responsible for New Business and Policy Servicing to clients and bank brokers

Collect and assess client documentation to satisfy underwriting and review requirements.

Evaluate applications with varied insurance needs and specific client situations to ensure clarity and thoroughness.

Process premium financing requests

Ensure adherence to company guidelines, ensure regulations are in place throughout the processes.

Assist with internal and external audits, including actions needed to resolve any findings effectively.

Work collaboratively with internal teams and external partners to improve service delivery and operational efficiency.

Key Requirements:

Bachelor’s degree with at least 4 years of experience in case management/brokerage support.

Strong knowledge of underwriting processes, policy servicing, and regulatory compliance.

Experience in premium financing and policy pledging is advantageous.

Excellent communication, problem-solving, and stakeholder management skills.

Detail-oriented with strong organizational and time management skills.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as a Case Manager?
• What is your highest level of education?
• How many years' experience do you have in a Support Role?
• How many years' experience do you have in the insurance industry?
• How many years' experience do you have in a Finance Role?
• Which of the following languages are you fluent in?

Policy Administration Officer

Bank of China Group Insurance Company Limited

Central, Central and Western District, HK