A renowned financial institution is looking for case manager to support their expanding business in Hong Kong region.

Job Responsibilities:

• Provide all administrative support to Sales Consultants

• Assist Sales Consultants on all Case Management matters, from quotation stage to inception of policy and post inception thereafter

• Liaise with bankers, trustees, insurance companies and clients to ensure a smooth Case Management process

• Assist with arrangement of all medical exams

• Ensure information and application documentation are complete accurate and in order 

• Maintain good record keeping of each application 

• Update progress on pending case report 

• Provide accurate and timely reports to Bank Partners & Managment 

Job Requirements 

• Degree holder, preferably with professional insurance qualifications

• Min. 3 years of relevant work experience, with brokerage in life insurance 

• Proficient in MS Office 

• Strong organizational and communication skills with fluency in Cantonese, English and Mandarin

• Team player and strong interpersonal skills  

The IPS Group was the first specialist insurance and financial services human resources consulting group in the UK. It was incorporated in 1969 and has grown to be the largest specialist such consultancy in the UK with seven offices in England and one office in Chicago, USA, Hong Kong, Singapore and Shanghai.

IPS Group Asia Ltd has been set up to provide IPS's existing international clients with a broad range of Human Capital related services in the developing markets of Asia. IPS Group Asia has adopted a wide business model in the Asian and Middle Eastern markets because its insurance and financial services clients require support in a whole range of activities. IPS has developed a network of associates and technical experts who are considered leaders in their respective fields. These individuals are used to provide clients with support in a number of areas that ultimately result in technical knowledge transfer to local practitioners.