Senior HNW Insurance Case Manager - Wealth Solutions

Ethos BeathChapman; Hong Kong; On-site; HKD 360,000 - 600,000; Full time

Job summary

BeathChapman Pte Ltd is seeking a diligent Case Manager to oversee end-to-end administration of high-net-worth insurance cases. You will coordinate with advisers, private bankers, insurers, and clients to ensure timely processing and accurate documentation.

The role requires a Bachelor’s degree in Business/Finance/Insurance and at least 3 years’ experience in life insurance case management or brokerage. Strong organisational and communication skills are essential, with a focus on client service

Qualifications

• Bachelor's degree in Business, Finance, Insurance, or related discipline.
• 3 years of experience in case management, policy administration, client servicing, or operations within life insurance or an insurance brokerage.
• Strong organisational skills with the ability to manage multiple cases simultaneously.
• Excellent communication and stakeholder management skills, with the ability to coordinate across clients, insurers, and business partners.

Responsibilities

• Manage the end-to-end administration of HNW insurance cases, from application through policy issuance.
• Coordinate with advisers, private bankers, insurers, underwriters, and clients to ensure timely case progression.
• Monitor case status, proactively follow up on outstanding requirements, and resolve issues to minimise delays.
• Review application documents to ensure accuracy, completeness, and regulatory compliance.
• Liaise with insurers on underwriting requirements, medical evidence, policy amendments, and policy issuance.
• Maintain accurate case records and provide regular updates to internal stakeholders and clients.
• Deliver a high standard of client service while ensuring service level agreements are met.
• Support continuous improvements to case management processes and operational efficiency.

Skills

Organisational skills

Communication

Stakeholder management

Multi-case coordination

Education

Bachelor's degree in Business/Finance/Insurance

Job description

BeathChapman Pte Ltd is seeking a diligent Case Manager to oversee end-to-end administration of high-net-worth insurance cases. You will coordinate with advisers, private bankers, insurers, and clients to ensure timely processing and accurate documentation.

The role requires a Bachelor’s degree in Business/Finance/Insurance and at least 3 years’ experience in life insurance case management or brokerage. Strong organisational and communication skills are essential, with a focus on client service