Manager - Case Management

Manulife (International) Limited

Case Manager is responsible to provide professional case management support to ensure new application case can be completed effectively and efficiently

Position Responsibilities:

  • Liaise with business partners, internal operations and HNW underwriters to facilitate the end to end process of new business from applications to issue of policy
  • Collect sufficient information and documentation from clients and ensure policy application case submissions are complete and accurate
  • Provide administration support related to case management and e.g. update sales progress report, follow up closely for APS report from clinic
  • Facilitate the case issuance with New Business team and cashier
  • Handle enquiries from business partners, both internal and external, provide proactive and timely follow-up
  • Share best practice from time to time, support training and briefing to business partners to share the Case Management and New Business tips etc.
  • Assist in ad hoc projects

Required Qualifications:

  • Post‐secondary degree
  • Minimum 3 years previous life insurance industry knowledge with knowledge of New Business policies and procedures, or previous experience working in Distribution/Sales
  • Life insurance exams/designations an asset ‐ LOMA 1 & 2, ACS. Otherwise willing to complete within 2 years.
  • Good command of both spoken and written English and Chinese
  • Excellent customer service and communication skills, with a solid understanding of urgency and strong follow‐through
  • Ability to build and maintain positive & solid relationships with internal and external customers
  • Positive attitude, high level of engagement, strong collaborative skills required
  • Excellent organizational and time management skills, with high attention to detail
  • Ability to multi‐task and juggle competing escalated inquiries, prioritizing workload based on urgency, ensuring all items handled in a timely manner, sometimes under stressful and changing circumstances

When you join our team:

  • We’ll empower you to learn and grow the career you want.
  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, we’ll support you in shaping the future you want to see. 
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 一般 · 其他
僱用形式
  • 全職
教育程度
  • 學士
  • 副學士或高級文憑

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