Gemini Personnel
End-to-End Execution: Own and manage the full lifecycle of HNW life insurance applications from initial submission through to policy issuance and placement. Technical Illustrations: Prepare and verify the accuracy of complex sales illustrations and bespoke financia...
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Case Manager
Description
Introduction:
We are looking for an experienced and highly meticulous Case Manager to join our client operational team. In this role, you will take full ownership of the end-to-end lifecycle of life insurance applications for High-Net-Worth (HNW) individuals and business entities. You will act as the vital link between high-performing sales consultants, business partners, and underwriting teams. Because a significant portion of their regional HNW client documentation and business correspondence is in Chinese, you must be comfortable reading and communicate in Mandarin
Responsibilities:
Case Management & Sales Support