We are currently seeking a high calibre professional to join our team as an Assistant Case Manager.
In this role you will
Provide support on end-to-end High Net Worth (“HNW”) new business case management service in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time
Process cases in accurate, effective & timely manner
Ensure proper and complete documentation is filed in the internal record with good quality
Work closely with stakeholders to support the business channels to achieve the sales targets
Consistently and accurately provide the updated case information to all key stakeholders
Handle case enquires from sales staff/brokers and stakeholders in professional manner
Carry out the administrative work and prepare new business-related reports to business channel/partner
Proactively support ad-hoc/additional tasks and duties as assigned by Team Leader/Senior Manager
To be successful you will need
University degree holder; Higher Diploma holder with relevant working experience will also be considered
Relevant working experience in life insurance industry, preferably bancassurance with HNW Case Management &/or New Business Operation experience
Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus
Great sense of teamwork, ownership and servicing mindset to deliver efficient and effective case management service processes
Have ability to work independently and meet tight deadlines without compromising quality
Proficiency in both written and spoken English and Chinese
Opening up a world of opportunity
http://www.the banking group.com/careers
the banking group 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.
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經驗要求：Entry level
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要求
Process cases in accurate, effective & timely manner
Ensure proper and complete documentation is filed in the internal record with good quality
Work closely with stakeholders to support the business channels to achieve the sales targets
Consistently and accurately provide the updated case information to all key stakeholders
Handle case enquires from sales staff/brokers and stakeholders in professional manner
Carry out the administrative work and prepare new business-related reports to business channel/partner
Proactively support ad-hoc/additional tasks and duties as assigned by Team Leader/Senior Manager
University degree holder; Higher Diploma holder with relevant working experience will also be considered
Relevant working experience in life insurance industry, preferably bancassurance with HNW Case Management &/or New Business Operation experience
Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus
Great sense of teamwork, ownership and servicing mindset to deliver efficient and effective case management service processes
Have ability to work independently and meet tight deadlines without compromising quality
Proficiency in both written and spoken English and Chinese
