Assistant Manager of Case Management, HSBC Broker

Job description

Job description

This role is responsible for daily case handling to help facilitate case issuance and resolve difficult cases and special requests by working with Planners, Field Managers and Distribution management team, ensuring the sales quality and compliance of each case.

We are currently seeking an experienced professional to join our team.

In this role, you will:

Impact on the Business / Function：

  Based on the strategy of case management, effectively handle daily cases to ensure a smooth issuance of policy by policy initial checking, policy status tracking, pending cases follow-up and etc.

  Resolve difficult cases and special requests in an effective and timely manner.

  Ensure detailed, accurate records and documents are kept in an effective manner.

  Design clear workflow for case management and continually review its process for the business change and keep the efficient way of handling case.

  Ensure detailed, accurate records are kept on all cases documents for reference by formulating effective methods/system/ process to do so.    

  Make sure well management in application form according the regulation and clear inventory and delivery process.

  Customers / Stakeholders

·    Enhance customer and frontline experience by controlling the quality and compliance of each case.

·    Cooperate with bank partners to ensure a smooth and timely service delivery for each case.

·    Contribute in the enhancement of customer persistence ratio

·    Provide timely response to queries raised by frontline sales during the sales process.

 

Leadership & Teamwork

·    Communicate and coordinate with Planners, Field Managers and Distribution management team to monitor and streamline the whole sales and delivery process for each case.  

Operational Effectiveness & Control

·       Ensure each case is managed in an effective and timely manner.

·       Ensure insurance sales compliance with all other relevant regulator’s guidelines and requirements.

·       Design and plan new initiatives for sales quality enhancement in case management/ sales process

·       To aware of the operation risk about the sales quality and business area

·       To implement the group compliance policy.

·       Attend the GS relevant training and fully understand the Global Standardize requirement and responsible to report and support in FCC,AML etc.

Requirements

To be successful in the role, you should meet the following requirements:

·       Good exposure in the insurance industry is preferred with strong business acumen

·       Excellent communication, negotiation and problem solving skills

·       Excellent analytical and problem solving skills and can proactively drive a project independently

·       Fluency in Mandarin is mandatory and the basic ability in English is desirable

·       Must be a team player

·       Strong Microsoft application knowledge

You’ll achieve more when you join HSBC.

https://www.hsbcinsurance.com.cn/about-us/career/  

 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 and inclusive and diverse environment. Personal data held by the Company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /RG

Issued by HSBC Insurance Brokerage Company Limited