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