Case Manager

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.

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 department as Case Manager.

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