Chubb Life: Case Manager, HNW Case Management
1 month ago
Responsible for smooth and prompt processing of all HNW submissions assessed by the New Business Department Checking of submitted documents to ensure completeness and accuracy Review pending cases and serve as the first contact between sales platform and underwriters Responsible for communicating and explaining on underwriting requirements and decision to Partnership Distribution/Brokers Closely follow through pre-underwrite and pending cases for business partners Handle phone & written enquiry from business partners on new business and post sales services Liaise with Agency and Partnership operations, Underwriters, Cashiers, Life Operations in terms of underwriting and policy issuance matters Responsible to verify the request against system Ensure all cases have gone through compliance screening (if required) before issuance of policy Resolve system issues/exceptional handling and requests received from Distribution channels/IT/Product/Actuarial Assist in resolving policy contract issues on a timely basis To support in ensuring all Case Management related Standard Operating Procedures are up to date Regularly review the process workflow and make recommendation to enhance the team efficiency and productivity Professional qualifications in life insurance such as FLMI and IIQE qualification (paper 1 & 3) is added advantage Five or more years of experience in case management Possess solid product knowledge (Universal Life, Whole of Life and ILAS) Understanding the needs and risks of HWN client across Agency, Broker and HNW to strike the right balance mitigating risk Understanding AML, KYC, CDD, EDD, Sanctions and all Risk activities Excellent interpersonal and problem-solving skills with proven ability to navigate among Operations, Investment, Product, Policies and finding wealth structuring solution Proficient in MS Office suites like PowerPoint, Excel and Word Customer-focused mindset with exceptional service skills Demonstrated ability to work independently and exhibit a strong commitment to the job
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Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full timePosition OverviewThe Senior Case Management Specialist plays a pivotal role in ensuring the efficient and timely processing of High Net Worth (HNW) submissions within the New Business Department.Key ResponsibilitiesDocument Verification: Ensure all submitted documents are complete and accurate.Case Review: Monitor pending cases and act as the primary liaison...
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High Net Worth Case Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full timeJob Description**Case Management Role for High Net Worth Clients**We are seeking a skilled Case Manager to join our team at Chubb Life, responsible for managing the case lifecycle of High Net Worth (HNW) clients. The successful candidate will be responsible for ensuring seamless and efficient processing of HNW submissions, from initial assessment to policy...
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Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full timeAbout FWD Life Insurance CorporationFWD Life Insurance Corporation is a leading pan-Asian life insurance business with a strong presence in 10 markets, serving over 11 million customers. Our mission is to revolutionize the insurance industry by providing innovative, customer-centric solutions that make a meaningful difference in people's lives.The JobSupport...
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Senior Manager, HNW Case Management
4 months ago
Hong Kong, Hong Kong SAR China FWD Life Insurance Corporation Full timeAbout FWD Group FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and...
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Case Manager
3 weeks ago
Hong Kong, Hong Kong SAR China HSBC Full timeJob description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
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Case Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full timeJob DescriptionAs a Case Manager - High Net Worth at Chubb, you will play a critical role in ensuring the smooth and prompt processing of all high net worth submissions assessed by the New Business Department.Key Responsibilities:Document Verification: Verify the completeness and accuracy of submitted documents to ensure compliance with regulatory...
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Chubb Life: Manager, Customer Service
2 months ago
Hong Kong, Hong Kong SAR China CHUBB Full timeAs the core support of serving high net worth (HNW) clients and/or intermediary from all distribution channels, the caliber will: provide one-stop service (including enquiry and processing of transactions) to HNW clients and/or intermediary through oral and written communication in the kind of service which is prompt, friendly, courteous, accurate and...
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Team Leader, Case Management
3 weeks ago
Hong Kong, Hong Kong SAR China HSBC Full timeJob description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
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Chubb Life: Manager, HNW Business Development
1 month ago
Hong Kong, Hong Kong SAR China CHUBB Full timeWork closely with the Head of HNW Business Development to develop business strategy to drive for the top line growth Develop new international and bank brokerage partners Coach and motivate the brokerage partners to enhance and accelerate sales for insurance products Execute product, marketing and sales strategies with business partners to maximize...
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Team Leader, Case Management
4 months ago
Hong Kong, Hong Kong SAR China HSBC Full timeSome careers shine brighter than others If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC Life is a world-class...
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Team Leader, Case Management
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout HSBC LifeHSBC Life is a world-class institution where you can specialize in insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life, we help deliver on these promises by providing a wide variety of life insurance products and services to our...
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Chubb Life: Senior Underwriting Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full timePosition OverviewThe role involves collaborating closely with the Senior Manager of underwriters to assess High Net Worth (HNW) insurance applications. This position is crucial in ensuring that the underwriting process adheres to company standards and industry regulations.Key ResponsibilitiesOversee Underwriting Process: Ensure that all policies are issued...
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Case Manager
3 months ago
Hong Kong, Hong Kong SAR China HSBC Full timeSome careers shine brighter than others If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC Life is a world-class...
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hong kong, Hong Kong SAR China Projob21.com Ltd. Full timeLife Insurance Case Manager/AVP, Global Private Bank Life Insurance Case Management for HNW clients Our Client Representing one of the most respectable & sustainable European Private Banks in search of an In-house Life Insurance Case Management and Client Service Manager. Job Duties Accountable for managing life insurance case management for UHNW Private...
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Manager, HNW Underwriting
4 months ago
Hong Kong, Hong Kong SAR China CHUBB Full timeWork with Senior Manager of underwriters responsible for evaluating HNW insurance applications Oversee the underwriting process to ensure policies are issued in compliance with company guidelines and industry regulations Assist with the development and implementation of HNW underwriting guidelines and procedures Review and evaluate or deny...
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Case Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout HSBC LifeHSBC Life is a world-class institution where you can specialize in Insurance and enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life, we help deliver on these promises by providing a wide variety of life insurance products and services to our...
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Chubb Life: Marketing
3 weeks ago
Hong Kong, Hong Kong SAR China CHUBB Full timeLocation: Chubb Life, Global Office (Hong Kong) Reporting to: Head of Marketing & Communications, Chubb Life Role Objective: An exciting opportunity exists within the Marketing & Communications team at Chubb Life, for a proactive individual to drive and support the development and execution of the group’s content strategy, marketing operations,...
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Assistant Manager, HNW Sales
1 week ago
hong kong, Hong Kong SAR China Sun Life Financial, Inc. Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Chubb Life: Regional Valuation Actuary
3 months ago
Hong Kong, Hong Kong SAR China CHUBB Full timeChubb Life is the international life insurance division of Chubb, the world’s largest publicly traded multiline insurer. Chubb Life operates in 31 markets within Asia Pacific, Latin America, Europe and the Middle East, with premiums & deposits of approximately $3 billion, and 1,500 staff. Chubb Life offers a range of life insurance solutions offering...
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Chubb Life: Regional Valuation Actuary
3 months ago
Hong Kong, Hong Kong SAR China Chubb Full timeJob DescriptionChubb Life is the international life insurance division of Chubb, the world's largest publicly traded multiline insurer. Chubb Life operates in 31 markets within Asia Pacific, Latin America, Europe and the Middle East, with premiums & deposits of approximately $3 billion, and 1,500 staff. Chubb Life offers a range of life insurance solutions...