Case Manager, Policy Servicing and Administration - HSBC Insurance

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • HSBC
  • 15 Aug 18 2018-08-15

Case Manager, Policy Servicing and Administration - 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, Policy Servicing and Administration.

Principal responsibilities

  • Ensuring customer request or enquiry are handled in accordance with required standards of quality and timeliness
  • All primary records, user manuals and system are up to date and accurate
  • Ensure that systems are functioning correctly and are modified to address new product features and specific requirements associated with each market
  • Monitor operational effectiveness to meet product and service needs
  • Set procedures and guidelines for outsourced policy servicing activities to vendors by ensuring all processes are up to date and efficient
  • Ensure all Key Performance Indicators are met and exceed expectation
  • Ensure all risks and incidents are reported and handled timely until they are satisfactory resolved
  • Other tasks may be assigned when appropriate;
  • Comply at all times with procedural and customer service standards, and contribute actively to those standards
  • Ensure management are made aware timely of any issues, real or potential, that could affect our business and the services and products we provide.
  • Seeking opportunity for improvement through direct engagement in formulating process strategies and that of the sellers of our business to meet customer needs
  • Ensure all operational procedures and guidelines are up to date at all time and processes are fully compliant including CRS, FATCA, GN16, Global Standards and all other regulatory requirements laid down by the Group and regulators from time to time

  • University Graduates
  • Solid years of experiences in identify and report any operational incidents, risks and control issues and escalate any inadequately control in operations
  • Develop and update a sound succession plan within the team through ongoing training and to provide coaching to new joiners when appropriate in helping the team to achieve all objectives of Life Insurance Operations
  • Ability to work effectively under pressure with competing and rapidly changing priorities
  • Excellent interpersonal, customer service and communication skills
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.