our-specialisms

Finance


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Case Manager (HNW business) - Insurance Broker (5 Day, Causeway Bay, HK$50k!)

Our client is insurance brokerage company who is seeking a high calibre person to fill the Case Manager position: 

 

HK$50K Middle Finance Apply Now

Responsibilities:

  • Sales Administration, including pre-assessment, applications & documents handling, client file maintenance, filing, case submission, financing platform, policy services etc
  • Coordinate with underwriter, sales channels and actuary to assist in the cases
  • Handle clients' inquiries and provide suitable insurance solutions
  • Review KYC on HNW customers complying with regulatory requirement and company policy
  • Maintain good records, generate status reports for management/team heads as needed
  • Support tasks/initiatives assigned by the team heads of HNW Business & HNW Case Management from time to time

Requirements:

  • Bachelor Degree in Business or related disciplines;
  • At least 5 years’ working experience in insurance industry (life and general), preferably in insurance broker business;
  • Holder of IIQE 1,2,3
  • Experience in managing claims settlement and legal claims preferred
  • Understand AML and KYC compliance of brokerage business
  • Good communication skills and pleasant manner
  • Work independently, initiative and be flexible
  • Good analytical skills and problem-solving ability;
  • Ability to work independently and under pressure;
  • Good command of both written/ spoken English and Chinese.

 

For more information, please send your resume complete with cover letter to chelsie@ knightrecruits.com

Data collected will be used for recruitment purposes only. Personal data provided by job applicants will be used strictly in accordance with the Personal Data (Privacy) Ordinance. We regret that only the shortlisted candidates will be notified.

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