Bilingual Mandarin Case Manager

The Pacific Bridge Companies, Inc; United States; Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Professional growth opportunities

Collaborative team culture

Meaningful impact in financial services

Job summary

A leading financial services firm in the United States seeks a Bilingual Mandarin Case Manager. This hybrid role requires excellent communication skills in Mandarin and English to support advisors and manage the full case lifecycle. Ideal candidates will have experience in life insurance or case management and demonstrate strong organizational and relationship-building abilities. Join a mission-driven team focused on delivering exceptional service across borders.

Qualifications

• Experience in life insurance, financial services, or case management.
• Ability to manage multiple cases and shifting priorities.
• Strong understanding of cross-border financial planning.

Responsibilities

• Serve as the primary point of contact for Mandarin-speaking advisors.
• Manage the full case cycle from application submission to policy issue.
• Communicate directly with advisors to gather information.

Skills

Excellent written and verbal communication skills in both Mandarin and English

Strong organizational skills

Excellent relationship-building abilities

Tech-savvy mindset

Proactive problem-solver

Job description

Do you want your work to change lives, not just in your neighborhood but across the globe?

At The Pacific Bridge Companies (TPBC), everything we do is grounded in a single belief: people deserve financial guidance that can follow them wherever life leads. Our mission is to carry the spirit of Aloha into every interaction, helping families and future generations build dreams that reach beyond borders. We do this through our Ohana, a global network of financial organizations and specialists who share our commitment to serving with integrity, heart, and expertise.

About Us

Our story goes back to the 1930s, when our founders helped abolish racially discriminatory underwriting practices in the U.S. life insurance industry. That spirit of breaking barriers still drives us today. While our roots are in serving individuals and companies living multinational lives between Asia and the United States, the need for what we do is now truly worldwide, and our reach is growing quickly.

If you believe that financial advice should be as mobile and adaptable as the people it serves, you already share in our vision. We would love to explore how your talent could be part of our journey.

About the Role

We are seeking a highly motivated, detail-orientedBilingual Mandarin Case Managerto join our team. This hybrid role blends the front-line communication and relationship-building skills of a sales support specialist with the organizational expertise of a case manager. You’ll work closely with our Mandarin-speaking advisors to support their clients, ensure smooth new business processing, and provide proactive updates and service throughout the application and policy lifecycle.

Primary Roles and Responsibilities

• Serve as the primary point of contact for Mandarin-speaking advisors regarding new business cases, client documentation, and application requirements.
• Manage the full case cycle from application submission to policy issue, ensuring all requirements are completed accurately and in a timely manner.
• Communicate directly with advisors (in Mandarin and English) to gather missing information, clarify requirements, and provide status updates.
• Act as a relationship manager, supporting advisors with client-related questions, fostering trust and confidence in the process.
• Coordinate with carriers, internal teams, and external partners to ensure all parties have the necessary information.
• Track case progress, maintain accurate records, and escalate issues when necessary to ensure timely resolution.
• Deliver white-glove service through proactive communication to advisors and their clients.
• Assist with additional projects and operational support as needed.

These are the qualities that make for an ideal candidate

• Excellent written and verbal communication skills in both Mandarin and English.
• Experience in life insurance, financial services, or case management.
• Strong organizational skills, able to manage multiple cases and shifting priorities.
• Excellent relationship-building abilities.
• A tech-savvy mindset with the ability to quickly learn and navigate carrier portals, CRM systems, and internal tools.
• A track record as a proactive problem-solver who operates with a client-first approach.

What you will gain

• Frontline Exposure to Global Financial Services: Work at the intersection of U.S. insurance markets and Mandarin-speaking advisor communities, gaining firsthand experience in cross-border financial planning and new business operations.
• Specialized Industry Knowledge: Build deep expertise in life insurance, advanced case design, and carrier processes while learning how to navigate complex international planning scenarios.
• Professional Growth & Skill Development: Strengthen your communication, relationship management, and operational skills by working closely with high-performing advisors, internal teams, and top carriers.
• Collaborative Team Culture: Join a mission-driven organization that values service, precision, and cultural fluency. You’ll collaborate daily with bilingual professionals who support each other’s growth.
• Opportunities for Advancement: Take on more responsibility, develop leadership skills, and grow into higher-impact roles within a fast-growing, globally connected firm.
• Meaningful Impact. Play a critical role in ensuring families and advisors receive exceptional service and support, helping bring complex financial strategies to life with clarity and care.

The Pacific Bridge Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. All employment decisions are made based on qualifications, merit, and business needs.