Description
We are seeking a Senior Principal for HNW Underwriting Case Management to lead and shape end-to-end case management operations supporting HNW/UHNW life insurance business.
The successful candidate will drive operational excellence, strategic process improvements, and cross-functional collaboration to ensure all cases are submitted complete, processed efficiently, and serviced to a high standard.
Responsibilities:
- Strategic leadership and governance:
- Own the strategic design and continual enhancement of the case management operating model for HNW/UHNW business.
- Develop and enforce high standards for operational controls, documentation, compliance, and risk management.
- Define and monitor service standards for each stage of the case lifecycle.
- Lead governance forums related to case handling, service quality, and process risk.
- Proactively identify market, regulatory, and technological trends impacting case management.
- Operational excellence and end-to-end case workflow leadership:
- Handle HNW/UHNW new business and in-force cases.
- Ensure all required documentation is captured, validated, and stored accordingly.
- Implement and monitor KPIs for end-to-end case workflow.
- Analyse process performance and pain points using metrics.
- Champion implementation of automation, digital tools, and straight-through processing strategies.
- Collaboration and stakeholder management:
- Collaborate with key parties to ensure processes align with risk appetite, product rules, and regulatory requirements.
- Serve as a senior liaison for interactions between Case Management, HNW/UHNW underwriting, technology partners, distribution, brokers, private banks, and external vendors.
- Effectively communicate operational priorities and developments to internal leadership and key external partners.
Requirements:
- University degree in business, finance, operations management, or related discipline.
- Professional insurance/operations qualifications (e.g., LOMA, PMP, Lean Six Sigma) preferred.
- 10+ years of experience in life insurance operations and private bank, new business, or case management roles, with 3+ years at a senior or associate director level preferably supporting HNW business lines.
- Solid HNW product knowledge and underwriting, AML, KYC, Sanctions, and all risk activities.
- Deep knowledge of life insurance new business processes, underwriting intake, documentation standards, and relevant regulatory frameworks.
- Agile mindset and strong strategic thinking with a proven ability to lead change, implement technology solutions, and foster operational excellence.
- Excellent stakeholder management, negotiation, and communication skills at senior management/executive level.
- High integrity and ethical standards with a focus on compliance and risk awareness.
- Good command of written and spoken English and Chinese, proficiency in Mandarin will be an advantage.
Benefits:
- Opportunity to work with a leading multinational insurance company
- Collaborative and dynamic work environment
- Professional development and growth opportunities
This listing is enriched and indexed by YubHub. To apply, use the employer's original posting:
https://aia.wd3.myworkdayjobs.com/en-US/External/job/Hong-Kong-HK-AIA-Hong-Kong--Macau/HNW-Underwriting-Case-Management--Senior-Principal_JR-68269-2