Chubb Life HK: Case Manager - Broker Support
- Hong Kong
- Permanent
- Full-time
- To provide one-stop service from enquiry to processing to Brokerage Team / brokers / intermediaries, and as single contact point for case management
- To assist in building up and refine the framework and servicing model to support distribution channels, including but not limited to servicing and administration procedures and workflow.
- Follow up task to ensure enquiries / requests are suitably processed to achieve their satisfaction.
- To work closely with the immediate supervisor / manager and also distributors to ensure service delivery
- To review and update procedure manuals in accordance to the change of business requirements and regulatory compliance
- To prepare regular reports for management reporting, if necessary.
- To support the company projects / initiatives being assigned from time to time
- Minimum of 5 years of solid work experience preferably in one or more discipline in life administration on customer service, underwriting or policy administration.
- With exposure to high net worth / wealth management business is an advantage
- Fluent in both oral and written English and Chinese. Mandarin is required.
- Good communication and negotiation skills, with thorough understanding of company products and an ability to explain complex information in customer terms.
- University graduate preferred
- Preferably with IIQE, obtain agent license and fulfil CPD program for providing insurance advice to customers.
- Good service attitude and willing and able to work under pressure
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