# Case Management Officer

**Company**: FWD Group
**Location**: Hong Kong
**Experience**: mid
**Job type**: full-time
**Category**: Insurance
**Industry**: Insurance

**Apply**: https://fwd.wd3.myworkdayjobs.com/en-US/FWDcareersite/job/Hong-Kong---Pacific-Place/Assistant-Manager--Senior-Officer--New-Business-Support--Strategic-Partnership_JR-0027782?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_4d91ebf8-7b5

## Description

We are seeking a Case Management Officer to oversee end-to-end processing of new business sales, premium financing documentation, and after-sales policy services.

Responsibilities:

- Manage and resolve application and policy-related enquiries from business partners promptly and accurately

- Deliver case management services, including tracking, follow-up, and closure of pending cases with business partners and internal teams

- Generate, analyze, and present pending case reports for management review and decision-making

- Identify and implement process improvements to enhance daily operations and service quality

- Provide effective and efficient support to ensure smooth operations within Strategic Partnerships

- Participate in ad hoc projects and initiatives as assigned by the section head

Requirements:

- Degree holder or equivalent qualification

- Minimum 3–5 years of experience in life insurance operations, preferably in case management, middle-office operations, sales support, customer service, or policy servicing

- Demonstrated experience in case handling and management, with a solid understanding of related workflows and processes

- Strong business acumen and customer-focused mindset

- Experience with underwriting authority is an advantage

- Strong team player with flexibility to work overtime when required

- Effective communication, stakeholder management, and problem-solving skills

- Proficient in MS Office applications (Excel, Word, PowerPoint)

- Excellent command of written and spoken English; Putonghua is an advantage

Benefits:

- 5-day work

- 20-22 days annual leaves

- Excellent learning & development opportunities

- Attractive package

## Skills

### Required
- MS Office
- case management
- customer service
- communication
- problem-solving

### Nice to have
- underwriting authority
- Putonghua

---

Source: [Apply at fwd.wd3.myworkdayjobs.com](https://fwd.wd3.myworkdayjobs.com/en-US/FWDcareersite/job/Hong-Kong---Pacific-Place/Assistant-Manager--Senior-Officer--New-Business-Support--Strategic-Partnership_JR-0027782?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)