Case Manager is responsible to provide professional case management support to ensure new application case can be completed effectively and efficiently
Position Responsibilities:
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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
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Collect sufficient information and documentation from clients and ensure policy application case submissions are complete and accurate
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Provide administration support related to case management and e.g. update sales progress report, follow up closely for APS report from clinic
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Facilitate the case issuance with New Business team and cashier
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Handle enquiries from business partners, both internal and external, provide proactive and timely follow-up
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Share best practice from time to time, support training and briefing to business partners to share the Case Management and New Business tips etc.
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Assist in ad hoc projects
Required Qualifications:
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Post‐secondary degree
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Minimum 3 years previous life insurance industry knowledge with knowledge of New Business policies and procedures, or previous experience working in Distribution/Sales
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Life insurance exams/designations an asset ‐ LOMA 1 & 2, ACS. Otherwise willing to complete within 2 years.
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Good command of both spoken and written English and Chinese
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Excellent customer service and communication skills, with a solid understanding of urgency and strong follow‐through
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Ability to build and maintain positive & solid relationships with internal and external customers
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Positive attitude, high level of engagement, strong collaborative skills required
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Excellent organizational and time management skills, with high attention to detail
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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:
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We’ll empower you to learn and grow the career you want.
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We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
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As part of our global team, we’ll support you in shaping the future you want to see.