Life Insurance Case Management Supervisor

1 month ago


Hangzhou, Zhejiang, China HSBC Full time

HSBC is looking for a skilled professional to enhance our team.

In this position, your responsibilities will include:

· Delivering daily case management services to empower frontline teams in achieving business objectives and positively influencing production metrics and KPIs (such as ANP, Product Mix, and VNB).

· Ensuring efficient case management in a timely and cost-effective manner.

· Possessing knowledge of various funds, including both public and private options.

· Holding a professional qualification certificate in fund management.

· Collaborating with Planners and Field Managers to streamline and oversee the entire sales and delivery process for each case.

· Assisting in the resolution of complex cases and unique requests.

· Providing prompt responses to inquiries from frontline sales during the sales cycle.

· Guaranteeing effective daily case management.

· Complying with all internal compliance/risk and external regulatory requirements.

· Attending and successfully completing all assigned training within the designated timeframe, understanding the implications of non-compliance as outlined by the AML Education Lead FCC.

· Recognizing the legal obligation to monitor for unusual activities in accordance with GS.

· Reporting any unusual activities as necessary.

· Supporting the Country or Regional FCC AML Office/AML Investigations by providing additional information when requested.

To excel in this role, candidates should possess the following qualifications:

- Strong exposure to the insurance sector is preferred, along with robust business acumen.
- Exceptional communication, negotiation, and problem-solving abilities.
- Excellent analytical skills with the capability to independently drive projects.
- Fluency in Mandarin is essential, with a basic understanding of English being advantageous.
- A collaborative team player.
- Proficient in Microsoft applications.



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