Chubb Life HK: Case Manager

Join to apply for the Chubb Life HK: Case Manager (HNW CS) role at Chubb Life 6 days ago Be among the first 25 applicants Join to apply for the Chubb Life HK: Case Manager (HNW CS) role at Chubb Life Get AI-powered advice on this job and more exclusive features. JOB DESCRIPTIONThis position is the core support of serving high net worth (HNW) clients and/or intermediary from all distribution channel and to 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 helpful. This position will also provide back-up support to the hotline and walk-in team of CS Center when necessary to handle complaints / feedback at first priority, including potential complaint cases. SummaryJOB DESCRIPTIONThis position is the core support of serving high net worth (HNW) clients and/or intermediary from all distribution channel and to 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 helpful. This position will also provide back-up support to the hotline and walk-in team of CS Center when necessary to handle complaints / feedback at first priority, including potential complaint cases.Key Responsibilities To provide one-stop service from enquiry to processing to HNW clients and/or intermediary from all distribution channels, including walk-in, hotline and email, etc. To guide and coach the CSE to resolve complicated case and share with them their experience and knowledge in order to lead CSE to resolve problems in a clear, accurate, and timely manner To demonstrate good service practice to CSE. To assist in building up and refine the framework on the HNW support, including but not limited to servicing and administration procedures and workflow. Follow up task to ensure enquiries / requests are suitably processed to achieve their satisfaction. To work closely with the immediate supervisor / manager and also distributors to ensure service delivery To review and update procedure manuals in accordance to the change of business requirements and regulatory compliance To prepare regular reports for management reporting To support the company projects / initiatives being assigned from time to time QualificationsKey requirements:Minimum of 5 years of solid work experience preferably in one or more discipline in life administration on customer service, underwriting or policy administration. With exposure to high net worth / wealth management business is an advantage Fluent in both oral and written English and Chinese. Mandarin is required. Good communication and negotiation skills, with thorough understanding of company products and an ability to explain complex information in customer terms. University graduate preferred Require to pass/already passed IIQE, obtain agent license and fulfil CPD program for providing insurance advice to customers. Good service attitude and willing and able to work under pressure Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Other Industries Insurance Referrals increase your chances of interviewing at Chubb Life by 2x Sign in to set job alerts for “Case Manager” roles. HNW Case Management, Assistant Manager / Manager Assistant Manager, Customer Relationship Onboarding & KYC Specialist - China International Onboarding & KYC Specialist - China International Manager, Quality and Operation Control (Loan and SME) Kwun Tong District, Hong Kong SAR 1 month ago SVP, Corporate Banking - Mainland Corporates Business Analyst, Product Development (Contract) Regulatory Reporting IT Business Analyst Senior Business Technology Manager / Business Technology Manager (Production Command) UIUX Design Manager (Digital Experience) Multicultural Employment Service-Social Worker (Job Ref: 1003) Social Worker - Stationing Secondary School Social Work Services Talent Pipeline for Onboarding and KYC Case Specialist Claims Officer (Employees' Compensation / Commercial Casualty) Assistant Manager, Channel Operation and Sales Support Agency Operations, Senior Analyst / Specialist We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr