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Urgent! Chubb Life HK: Case Manager (HNW CS) Job Opening In Hong Kong, Hong Kong – Now Hiring CHUBB

Chubb Life HK: Case Manager (HNW CS)



Job description

Summary:

This position is the core support of serving high net worth (HNW) clients and/or intermediary from all distribution channel and to provide one-stop service (including enquiry and processing of transactions) to HNW clients and/or intermediary through oral and written communication in the kind of service which is prompt, friendly, courteous, accurate and helpful.

This position will also provide back-up support to the hotline and walk-in team of CS Center when necessary to handle complaints / feedback at first priority, including potential complaint cases.

Key responsibilities:

  • To provide one-stop service from enquiry to processing to HNW clients and/or intermediary from all distribution channels, including walk-in, hotline and email, etc.

  • To guide and coach the CSE to resolve complicated case and share with them their experience and knowledge in order to lead CSE to resolve problems in a clear, accurate, and timely manner 

  • To demonstrate good service practice to CSE.

  • To assist in building up and refine the framework on the HNW support, 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

  • To support the company projects / initiatives being assigned from time to time

  • Key requirements:

  • 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 

  • Require to pass/already passed 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


  • Required Skill Profession

    Other Management Occupations



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