Case Manager
2 months ago
About HSBC Life
HSBC 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 clients throughout the Asia-Pacific region.
Our Business
We are a dynamic and innovative workplace, and a world of opportunities to develop your career in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC.
Our Approach
We pursue efficient ways of working, harnessing the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.
Job Summary
We are currently seeking a high-calibre professional to join our team as a Case Manager. As a Case Manager, you will be responsible for delivering end-to-end case management service for new applications in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time.
Key Responsibilities
- Deliver end-to-end case management service for new applications in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time.
- Process cases in accurate, effective and timely manner.
- Ensure proper and complete documentation is filed in the internal record with good quality.
- Work closely with stakeholders to support channels to achieve sales targets.
- Consistently and accurately provide the updated case information to all key stakeholders.
- Handle case enquiries from sales staff and stakeholders in a professional manner.
- Handle and resolve problem cases skillfully and independently.
- Support ad-hoc tasks, projects and cross-channel duties as assigned by Team Leader.
Requirements
- University Degree.
- Relevant case management and/or new business operation experience.
- Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus.
- Having a positive and mature attitude and able to meet tight deadlines in a fast-paced and ever-changing environment.
- Able to work independently for tasks assigned.
- Performance driven and results focused.
- Fluent in both written and spoken English and Cantonese (knowing Mandarin is a plus).
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