Case Manager - HSBC Insurance

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • HSBC
  • 23 Sep 18 2018-09-23

Case Manager - HSBC Insurance

Some careers grow faster than others.
If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.

HSBC Insurance provides a comprehensive range of life products and services to suit the every possible need of our personal, commercial, corporate, institutional and private banking customers. As a leader in new life insurance business and Hong Kong's largest administrator of retirement schemes, the business serves this diverse client portfolio from its management offices in Hong Kong and through a wide network of banking, consumer finance and insurance subsidiaries throughout the Asia-Pacific region.

We are currently seeking a high caliber professional to join our team as Case Manager.

Principal responsibilities

  • Provide Jade Universal Life Insurance clients, their representatives and the relationship managers with high level of active day to day customer service in all interactions with HSBC Insurance
  • Ensure all necessary documentation as required is received for each case and is properly completed
  • E nsure all administrative and compliance processes are observed as to timeliness, quality, regulation and procedure
  • Ensure cases are processed and all primary records are correctly captured and maintained
  • Ensure underwriting and other case evidence and documentary requirements are coordinated and handled promptly, including the arranging of such requirements as appropriate
  • Ensure that policies, endorsements, correspondence and any other case outputs are issued in accordance with required HSBC Insurance standards and regulation
  • Policy information is kept up to date through the policy lifecycle

  • University degree
  • Fluent in both written and spoken English and Cantonese, knowing Mandarin is a plus
  • Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus
  • Candidate should have relevant customer service experience
  • Candidate with prior experience in banking or insurance sector would be a plus

You'll achieve more when you join HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.