104 Case Manager jobs in Hong Kong

Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.

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

Principal responsibilities:

• Foster long-lasting relationship and ensure excellent quality of Case Management Services.
• Collect sufficient information and documentation from clients and ensure policy application case submissions are complete and accurate.
• Ensure effective and efficient underwriting & operation processes.
• Deliver reports to stakeholders regularly, providing clear insights and recommendations.
• Strong analytical mindset and interpersonal skills, with the ability to effectively communicate ideas and solutions.
• Excellent team management, strong organizational, problem-solving skills.
• Provide value-added comments and advise on system-related or other projects.
• Perform tasks assigned by supervisors.

Requirements

• University degree, preferably with LOMA qualification or equivalent.
• Minimum of 5 years' relevant experience in life insurance industry.
• Possess solid product knowledge.
• Understanding AML, KYC, CDD, EDD, Sanctions and all Risk activities.
• Strong service orientation, with good interpersonal and communication skills.
• Proficiency with Microsoft Excel, Word & PowerPoint are preferred.
• Proficiency in both English and Chinese, with fluency in Putonghua an advantage.
• Sound experience in HNW or Broker business is an advantage.
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes.

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Job Description
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Insurance
Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.

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

Principal Responsibilities

• Foster long-lasting relationship and ensure excellent quality of Case Management Services.
• Collect sufficient information and documentation from clients and ensure policy application case submissions are complete and accurate.
• Ensure effective and efficient underwriting & operation processes.
• Deliver reports to stakeholders regularly, providing clear insights and recommendations.
• Strong analytical mindset and interpersonal skills, with the ability to effectively communicate ideas and solutions.
• Excellent team management, strong organizational, problem-solving skills.
• Provide value-added comments and advise on system-related or other projects.
• Perform tasks assigned by supervisors.

Requirements

• University degree, preferably with LOMA qualification or equivalent.
• Minimum of 5 years' relevant experience in life insurance industry.
• Possess solid product knowledge.
• Understanding AML, KYC, CDD, EDD, Sanctions and all Risk activities.
• Strong service orientation, with good interpersonal and communication skills.
• Proficiency with Microsoft Excel, Word & PowerPoint are preferred.
• Proficiency in both English and Chinese, with fluency in Putonghua an advantage.
• Sound experience in HNW or Broker business is an advantage.
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes.

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Position:Case Manager

K U M Insurance Brokers Ltd is a well-established insurance brokerage company for 29 years since We provide comprehensive and professional insurance brokerage services which include life insurance, general insurance, professional liability insurance, employee benefits and MPF. We offer wide range of products from multiple insurers in Hong Kong. In addition, we have excellent reputation and strong strength to serve corporate, private banks, investment banks, securities firms, medical institutions as well as high well worth clients.

To cope with our business expansion, we are seeking high calibre candidates to join our team as a Case Manager. Your role will be driving the business acceleration, striving to provide professional services for a wide range of insurance products to address clients' difference services and financial needs.

Responsibilities:

• Handle insurance proposals, plans, product comparisons, application process and post-sales services
• Follow up closely with insurers for new business, pending, renewal, claim management and related procedures with documentations
• Provide quality customer services to clients and provide solutions to any queries.
• Work closely with insurers' underwriters on policy matters, to ensure seamless service delivery to clients.
• Liaise with sales channels, insurers and internal colleagues to ensure smooth day-to-day
  
  operations and to identify areas of improvement.
• Assist manager on ad-hoc assignments

Requirements:

• University graduate or above
• Minimum of 3 years of experience in insurance industry
• In-depth knowledge of insurance industry, particularly in insurers' underwriting requirements,
  
  handling insurance policy from the processing of application to claim procedure
• Ability to work independently, good communication skills and good team player
• Good in both written and spoken Chinese and English, Fluent in Mandarin is an advantage
• Familiar with Microsoft Office skills (Excel, Word, PowerPoint)
• Immediately available is preferred

Remuneration and Benefits

• Competitive salary
• 5-day work
• Comprehensive medical insurance
• Double pay

We offer competitive remuneration commensurate with candidate's background. Please send your detailed resume with Expected Salary by clicking "Apply" now.

Accelerate your Career with Clearwater Valley

We are looking for high caliber professionals to join us as a Case Manager based in Hong Kong. As a Case Manager, you will manage a portfolio of insurance clients, acting as a primary contact point for all their insurance-related needs. At Clearwater Valley, your career development is a top priority. We offer an attractive salary package with performance-based bonuses and have flexible working hours for our team.

Responsibilities

• Manage a portfolio of life and general insurance customers, serving as a primary contact point for all their insurance-related needs
• Provide end-to-end, one-stop service throughout the entire process from application submission to policy issuance
• Follow up closely with insurers on underwriting processes, policy renewals, claims applications and other after-sales services, acting as a bridge between customers and insurers
• Negotiate terms and conditions with customers, prepare insurance quotations, address inquiries and follow up on policy renewals
• Collaborate with sales team to prepare client presentations, illustrations and product comparisons, and providing support during the sales process.
• Deliver high quality services to customers especially for MCVs, ensuring alignment with business strategies and compliance with regulatory standards and requirements
• Address and resolve customer complaints promptly and professionally, adhering to company policies and prioritizing customer satisfaction
• Maintain accurate and well-documented records of policy applications to ensure proper documentation and compliance
• Perform other ad-hoc duties as assigned

Requirements

• Bachelor's degree with at least 5 years' experience in the life insurance industry, and experience in selling insurance products for banks or insurance brokers in Hong Kong and servicing MCVs is preferred
• Passed IIQE Papers 1, 2, 3 and 5 (Paper 5 optional)
• Familiar with life insurance products and business models for domestic and MCV segments. Experience in HNW customer segments and group insurance/employee benefits is highly desirable
• Ability to interact well with key external stakeholders, including banks and insurer
• Highly organized, detail-oriented and capable of managing multiple priorities effectively
• Good command of both written and spoken English and Chinese (Cantonese and Putonghua)

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.

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

Principal responsibilities:

• Foster long-lasting relationship and ensure excellent quality of Case Management Services.
• Collect sufficient information and documentation from clients and ensure policy application case submissions are complete and accurate.
• Ensure effective and efficient underwriting & operation processes.
• Deliver reports to stakeholders regularly, providing clear insights and recommendations.
• Strong analytical mindset and interpersonal skills, with the ability to effectively communicate ideas and solutions.
• Excellent team management, strong organizational, problem-solving skills.
• Provide value-added comments and advise on system-related or other projects.
• Perform tasks assigned by supervisors.

Requirements

• University degree, preferably with LOMA qualification or equivalent.
• Minimum of 5 years' relevant experience in life insurance industry.
• Possess solid product knowledge.
• Understanding AML, KYC, CDD, EDD, Sanctions and all Risk activities.
• Strong service orientation, with good interpersonal and communication skills.
• Proficiency with Microsoft Excel, Word & PowerPoint are preferred.
• Proficiency in both English and Chinese, with fluency in Putonghua an advantage.
• Sound experience in HNW or Broker business is an advantage.
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes.

You'll achieve more when you join Hang Seng Bank Limited.

Issued by Hang Seng Bank Limited

Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

Summary:

This position is the core support of serving high net worth (HNW) clients and/or intermediary from all distribution channel and to provide one-stop service (including enquiry and processing of transactions) to HNW clients and/or intermediary through oral and written communication in the kind of service which is prompt, friendly, courteous, accurate and helpful. This position will also provide back-up support to the hotline and walk-in team of CS Center when necessary to handle complaints / feedback at first priority, including potential complaint cases.

Key responsibilities:

• To provide one-stop service from enquiry to processing to HNW clients and/or intermediary from all distribution channels, including walk-in, hotline and email, etc.
• To guide and coach the CSE to resolve complicated case and share with them their experience and knowledge in order to lead CSE to resolve problems in a clear, accurate, and timely manner
• To demonstrate good service practice to CSE.
• To assist in building up and refine the framework on the HNW support, including but not limited to servicing and administration procedures and workflow.
• Follow up task to ensure enquiries / requests are suitably processed to achieve their satisfaction.
• To work closely with the immediate supervisor / manager and also distributors to ensure service delivery
• To review and update procedure manuals in accordance to the change of business requirements and regulatory compliance
• To prepare regular reports for management reporting
• To support the company projects / initiatives being assigned from time to time

Key requirements:

• Minimum of 5 years of solid work experience preferably in one or more discipline in life administration on customer service, underwriting or policy administration.
• With exposure to high net worth / wealth management business is an advantage
• Fluent in both oral and written English and Chinese. Mandarin is required.
• Good communication and negotiation skills, with thorough understanding of company products and an ability to explain complex information in customer terms.
• University graduate preferred
• Require to pass/already passed IIQE, obtain agent license and fulfil CPD program for providing insurance advice to customers.
• Good service attitude and willing and able to work under pressure

Summary:

This position is the core support for servicing to support brokerage / partnership channels. As a case manager to provide one-stop service and as single contact point through oral and written communication in the kind of service which is prompt, friendly, courteous, accurate and helpful. This position will work with the team to achieve departmental goals and new initiatives as assigned.

Key Responsibility:

• To provide one-stop service from enquiry to processing to Brokerage Team / brokers / intermediaries, and as single contact point for case management
• To assist in building up and refine the framework and servicing model to support distribution channels, including but not limited to servicing and administration procedures and workflow.
• Follow up task to ensure enquiries / requests are suitably processed to achieve their satisfaction.
• To work closely with the immediate supervisor / manager and also distributors to ensure service delivery
• To review and update procedure manuals in accordance to the change of business requirements and regulatory compliance
• To prepare regular reports for management reporting, if necessary.
• To support the company projects / initiatives being assigned from time to time

Key requirements:

• Minimum of 5 years of solid work experience preferably in one or more discipline in life administration on customer service, underwriting or policy administration.
• With exposure to high net worth / wealth management business is an advantage
• Fluent in both oral and written English and Chinese. Mandarin is required.
• Good communication and negotiation skills, with thorough understanding of company products and an ability to explain complex information in customer terms.
• University graduate preferred
• Preferably with IIQE, obtain agent license and fulfil CPD program for providing insurance advice to customers.
• Good service attitude and willing and able to work under pressure

Case Manager 專案經理

Responsibilities:

• Proficient in insurance proposals, plans, product comparisons, commission management, insurance application process, post-insurance services and claims settlement.

• Liaise with insurance companies, sales channels, and internal colleagues.

• Respond to inquiries, build relationships and address the internal and external needs of the business team.

• Update case status and provide solutions to any queries.

• Assist with compliance activities regarding client background.

• Recommend process and system improvements to improve productivity and service quality.

• Comply with regulatory requirements and company policies for insurance brokerage activities.

工作職責:

• 精通保險方案書,計畫書,產品對比,傭金管理,投保流程,保後服務和理賠。

• 與保險公司、銷售管道、內部同事聯絡。

• 回覆詢問、建立關係並滿足業務團隊對內對外的需求。

• 更新案件狀態並針對任何疑問提供解決方案。

• 協助進行有關客戶背景的合規活動。

• 建議流程和系統改進,以提高生產力和服務品質。

• 遵守保險經紀活動的監理要求和公司政策。

Qualifications:

• Minimum 3 years of experience in the insurance industry, preferably those working in banks, securities firms, insurance companies, insurance brokerage firms, and agency service teams.

• Ability to work independently, good interpersonal communication skills, and able to withstand work pressure.

• Strong communication and coordination skills.

• Candidates familiar with premium financing preferred.

• Proficient in spoken and written Chinese and English, candidates fluent in Mandarin are preferred.

入職要求:

• 至少3年保險業經驗,銀行,券商,保險公司,保險經紀行,代理人服務團隊從業者優先。

• 能夠獨立工作,良好的人際溝通能力,能承受工作壓力。

• 較強的溝通協調能力。

• 熟悉保費融資者優先。

• 流利粵語,普通話,英語,粤语,普通話流利者優先。

Join to apply for the Chubb Life HK: Case Manager - Broker Support role at Chubb Life .

This position is the core support for servicing to support brokerage / partnership channels. As a case manager to provide one-stop service and as single contact point through oral and written communication in the kind of service which is prompt, friendly, courteous, accurate and helpful. This position will work with the team to achieve departmental goals and new initiatives as assigned.

• To provide one-stop service from enquiry to processing to Brokerage Team / brokers / intermediaries, and as single contact point for case management
• To assist in building up and refine the framework and servicing model to support distribution channels, including but not limited to servicing and administration procedures and workflow.
• Follow up task to ensure enquiries / requests are suitably processed to achieve their satisfaction.
• To work closely with the immediate supervisor / manager and also distributors to ensure service delivery
• To review and update procedure manuals in accordance to the change of business requirements and regulatory compliance
• To prepare regular reports for management reporting, if necessary.
• To support the company projects / initiatives being assigned from time to time

• Minimum of 5 years of solid work experience preferably in one or more discipline in life administration on customer service, underwriting or policy administration.
• With exposure to high net worth / wealth management business is an advantage
• Fluent in both oral and written English and Chinese. Mandarin is required.
• Good communication and negotiation skills, with thorough understanding of company products and an ability to explain complex information in customer terms.
• University graduate preferred
• Preferably with IIQE, obtain agent license and fulfil CPD program for providing insurance advice to customers.
• Good service attitude and willing and able to work under pressure

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Other
• Industry: Insurance