HSBC

1 month ago

Case Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Join HSBC as a Case Manager supporting frontline staff with new business submissions, product and underwriting inquiries, and case management. You’ll track statuses, escalate issues for process improvement, and maintain clear communications with internal teams to ensure timely policy issuance in a fast-paced financial services environment.

Location: Hong Kong

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•New Business Follow-Up – Liaise with internal departments (e.g., Underwriting, Policy Administration, Compliance) to facilitate timely processing of new business submissions from frontline staff.
•Product & Underwriting Enquiries – Respond to frontline staff queries regarding insurance product features, underwriting guidelines, risk assessment decisions, and policy issuance conditions.
•Pending Case Management – Prepare, update, and circulate regular pending reports to frontline staff, highlighting outstanding requirements, processing delays, and next steps for each submission.
•Status Tracking – Maintain accurate tracking logs for all new business submissions and proactively following up with internal parties until policy issuance or final decision.
•Documentation & Updates – Keep frontline staff informed throughout the lifecycle of each case, providing clear written or verbal updates on changes in underwriting status, outstanding conditions, or approval outcomes.

Key Requirements

•University degree holder; Higher Diploma with relevant experience will be considered
•Minimum of 5 years operations, sales and relationship management experience in financial services, with focus in life insurance sales
•Strong communication, organizational and project management skills
•Must be a team player, enthusiastic in driving and implementing new sales campaigns
•Excellent command of spoken and written English and Cantonese; Mandarin is a plus

Experience:5+ yearsFinancial servicesLife insurance

Education:Bachelor's

Skills:CommunicationOrganizationProject managementTeamworkCustomer service

Languages:EnglishCantoneseMandarin

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

1 month ago

Case Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Hong Kong

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•New Business Follow-Up – Liaise with internal departments (e.g., Underwriting, Policy Administration, Compliance) to facilitate timely processing of new business submissions from frontline staff.
•Product & Underwriting Enquiries – Respond to frontline staff queries regarding insurance product features, underwriting guidelines, risk assessment decisions, and policy issuance conditions.
•Pending Case Management – Prepare, update, and circulate regular pending reports to frontline staff, highlighting outstanding requirements, processing delays, and next steps for each submission.
•Status Tracking – Maintain accurate tracking logs for all new business submissions and proactively following up with internal parties until policy issuance or final decision.
•Documentation & Updates – Keep frontline staff informed throughout the lifecycle of each case, providing clear written or verbal updates on changes in underwriting status, outstanding conditions, or approval outcomes.

Key Requirements

•University degree holder; Higher Diploma with relevant experience will be considered
•Minimum of 5 years operations, sales and relationship management experience in financial services, with focus in life insurance sales
•Strong communication, organizational and project management skills
•Must be a team player, enthusiastic in driving and implementing new sales campaigns
•Excellent command of spoken and written English and Cantonese; Mandarin is a plus

Experience:5+ yearsFinancial servicesLife insurance

Education:Bachelor's

Skills:CommunicationOrganizationProject managementTeamworkCustomer service

Languages:EnglishCantoneseMandarin

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn