Chubb Life Case Manager

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full time
Key Responsibilities
  • Ensure seamless processing of high net worth submissions through the New Business Department.
  • Verify submitted documents for completeness and accuracy.
  • Monitor pending cases, serving as the initial point of contact between sales platforms and underwriters.
Role Expectations
  • Communicate underwriting requirements and decisions to Partnership Distribution and Brokers.
  • Closely track pre-underwrite and pending cases for business partners.
  • Handle phone and written inquiries from business partners regarding new business and post-sales services.
Collaboration and Support
  • Liaise with Agency and Partnership operations, Underwriters, Cashiers, Life Operations regarding underwriting and policy issuance matters.
  • Verify requests against systems.
  • Ensure compliance screening for all cases before policy issuance.
Requirements
  • Professional qualifications in life insurance, such as FLMI and IIQE, are advantageous.
  • Five or more years of experience in case management.
  • Solid product knowledge of Universal Life, Whole of Life, and ILAS.
Preferred Skills
  • Understanding of AML, KYC, CDD, EDD, Sanctions, and risk activities.
  • Excellent interpersonal and problem-solving skills.
  • Proficiency in MS Office suites, including PowerPoint, Excel, and Word.
About Us

Chubb Life is dedicated to providing exceptional service and support to our clients and partners.



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