Case Management Expert

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Case Management Expert

HSBC is seeking a highly skilled Case Management Expert to lead a team of professionals in delivering exceptional case management services. Key responsibilities include working closely with the Underwriting team to ensure timely processing of new business applications, monitoring production quality, and providing guidance and recommendations to team members. A bachelor's degree in business, finance, or a related field is required, along with solid working experience in the life insurance industry and team leadership experience. Proficiency in both written and spoken English and Chinese is highly valued.

Main Responsibilities
  • Assist Senior Case Management Manager to lead a sub-team of Case Managers.
  • Closely monitor the production quality and act as an advisor to provide opinions and improvement recommendations.
  • Effectively manage and coordinate with Underwriting team on new business end-to-end process.
  • Timely update required procedure to fulfill the compliance and/or regulatory requirements.
  • Regularly review the process workflow and make recommendation to enhance the team efficiency and productivity.

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