Senior Case Manager/Team Lead, High-Net-Worth Insurance & Wealth Solutions
Ethos BeathChapman Hong KongSenior Case Manager/Team Lead, High-Net-Worth Insurance & Wealth Solutions
Our client is a leading international life insurance brokerage specialising in insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are looking to expand their team of case managers to oversee the end-to-end implementation of complex insurance cases, working closely with advisers, private banks, insurers, and clients to ensure a seamless application and policy issuance process.
Key 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 and Requirements
- Bachelor's degree in Business, Finance, Insurance, or a 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.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Ethos BeathChapman (EBC) is a global, award-winning executive search firm connecting exceptional talent with leading companies. We deliver future-ready solutions through executive search, interim contracting, talent mapping, and market intelligence.
Our expertise spans Technology, Financial Services, Fintech, Legal, Risk, Compliance, Industrial, and Consumer sectors. EBC is part of Will Group, a Tokyo-listed global HR solutions company, with offices in Singapore, Hong Kong, Australia, and the UK.
As part of Will Group Asia Pacific, we are connected to a collective of 10 HR brands operating in over 25 countries. This alliance gives us access to 9,300+ contractors, 540+ employees, and 6,000+ supported clients across 55+ industries. By leveraging Will’s extensive portfolio, innovative HR technology, and data-driven insights, we deliver agile, scalable, and impactful talent solutions. With deep market knowledge and a personalised approach, we help organisations build high-performing teams and individuals grow meaningful careers.
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MOM licence no. 16S8112 | Reg No. R1220502
