Job Reference : ZJ00005056

Case Manager - Banking(FI)

Job Reference : ZJ00005056
  • 4 - 6 Years
  • Salary Negotiable
  • Permanent / Full Time
  • Not Specified
  • Banking
  • Banking & Finance
  • Five-day work week / Medical insurance / Performance bonus

    Job Description

    Responsibilities

    • Foster long-lasting client relationship and ensure excellent quality of case management services
    • Collect sufficient information and documentation from clients and ensure policy application case submissions are complete and accurate
    • Ensure effective and efficient underwriting processes 

     

    Requirements

    Qualifications

     

    • University degree, preferably with LOMA qualification or equivalent
    • Minimum of 5 years’ relevant experience in life insurance industry
    • Strong service orientation, with good interpersonal and communication skills
    • Proficiency in both English and Chinese, with fluency in Putonghua an advantage
    • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes