Assistant Manager for Case Management in Life Insurance
1 month ago
We are looking for a qualified professional to become a part of our dynamic team.
In this position, your responsibilities will include:
· Delivering daily case management services to assist the frontline in achieving business objectives and positively influencing production and key performance indicators (KPI) such as ANP, Product Mix, and VNB.
· Ensuring efficient case management in a cost-effective and timely manner.
· Possessing knowledge of various funds, including both public and private funds.
· Holding a professional qualification certificate in fund management.
· Collaborating with Planners and Field Managers to facilitate and oversee the entire sales and delivery process for each case.
· Assisting in the resolution of complex cases and special requests.
· Providing prompt responses to inquiries raised by frontline sales during the sales process.
· Guaranteeing effective daily case management.
· Meeting all internal compliance, risk, and external regulatory requirements.
· Attending and successfully completing assigned training within the mandated timeframe and understanding the implications of failing to do so as required by the AML Education Lead FCC;
· Being aware of legal responsibilities to monitor for unusual activities in accordance with GS
· Reporting any unusual activities.
· Supporting the Country or Regional FCC AML Office/AML Investigations by providing additional information as needed.
To excel in this role, candidates should possess the following qualifications:
lStrong familiarity with the insurance sector is preferred, accompanied by solid business acumen.
lExceptional communication, negotiation, and problem-solving abilities.
lOutstanding analytical skills with the capability to independently drive projects proactively.
lFluency in Mandarin is essential, while basic proficiency in English is advantageous.
lA collaborative team player.
lProficient in Microsoft applications.
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