Case Manager (HNW Insurance Broker)
Ethos Beath Chapman Idibu ·www.ethosbc.com
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The client is a HNW insurance broker firm.
Job Responsibilities
Required Requirements
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
CW
BeathChapman Pte Ltd
Job Responsibilities
- Work closely with sales consultants to ensure timely submission of insurance applications.
- Coordinate with clients and sales consultants on outstanding documents to ensure timely case completion.
- Liaise with medical providers (including doctors and clinics) to obtain clients’ historical medical reports and required supporting documents.
- Involvement in preparation and consolidation of offer comparison tables for each case submission to support Sales Consultants in advising clients.
- Ensure all submissions comply with internal policies and insurers’ regulatory requirements, with complete and accurate documentation
- Prepare monthly performance and case status reports for assigned banking partners and external stakeholders.
- Generate insurance proposal illustrations and distribute them to Sales Consultants or banking partners promptly.
- Coordinate with bankers, trustees, and relevant stakeholders on policy ownership documentation and related administrative requirements.
Required Requirements
- Degree in Business Administration, Finance, or related field.
- Completion of IIQE Papers I, III, and V.
- Minimum 3 years of relevant experience in the life insurance sector.
- Strong communication and presentation skills.
- Excellent proficiency in Microsoft Office
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
CW
BeathChapman Pte Ltd
Frequently asked questions
Who is hiring for the Case Manager (HNW Insurance Broker) role?
Ethos Beath Chapman Idibu is hiring for the Case Manager (HNW Insurance Broker) position, a Shazamme client. Apply directly on the employer's career site.
Where is the Case Manager (HNW Insurance Broker) job located?
The Case Manager (HNW Insurance Broker) role with Ethos Beath Chapman Idibu is based in Hong Kong, HK.
What does the Case Manager (HNW Insurance Broker) role pay?
Ethos Beath Chapman Idibu lists the Case Manager (HNW Insurance Broker) role at HKD 390,000–430,000 per year.
Is the Case Manager (HNW Insurance Broker) role full-time or contract?
This is a full time position at Ethos Beath Chapman Idibu.
What experience level is the Case Manager (HNW Insurance Broker) role?
The Case Manager (HNW Insurance Broker) position is aimed at mid-level candidates.
How do I apply for the Case Manager (HNW Insurance Broker) role at Ethos Beath Chapman Idibu?
Apply directly on Ethos Beath Chapman Idibu's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.