Bilingual Mandarin Case Manager: Life Insurance Support

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

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.