Assistant Manager, Strategic Partnerships & Case Management

FWD Life Insurance Company (Bermuda) Limited; Hong Kong; On-site; HKD 402,000 - 614,000; Full time

Benefits offered by this job

5-day work week

Annual leave 20-22 days

Learning & development opportunities

Attractive package

Job summary

FWD Group in Hong Kong is seeking an Assistant Manager/Senior Officer for New Business Support in Strategic Partnerships. You will oversee end-to-end processing of new business, premium financing docs, and after-sales policy services, focusing on efficient case handling and accurate responses to partners.

You will manage inquiries, generate and analyze pending case reports, drive process improvements, and provide solid support to ensure smooth operations.

Qualifications

• 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.
• Candidate with less experience will be considered for the Senior Officer position.

Responsibilities

• Oversee end-to-end processing of new business sales, premium financing documentation, and after-sales policy services, with a strong focus on case management efficiency.
• Manage and resolve application and policy-related enquiries from business partners promptly and accurately, demonstrating robust case management capabilities.
• 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, leveraging case management insights.
• Identify and implement process improvements to enhance daily operations and service quality, particularly in case handling workflows.
• Provide effective and efficient support to ensure smooth operations within Strategic Partnerships, emphasizing case management excellence.
• Participate in ad hoc projects and initiatives as assigned by the section head, contributing case management expertise where applicable.

Skills

Case management

Stakeholder management

Problem solving

MS Office

Written and spoken English

Education

Degree holder

Tools

MS Office (Excel, Word, PowerPoint)

Job description

FWD Group in Hong Kong is seeking an Assistant Manager/Senior Officer for New Business Support in Strategic Partnerships. You will oversee end-to-end processing of new business, premium financing docs, and after-sales policy services, focusing on efficient case handling and accurate responses to partners.

You will manage inquiries, generate and analyze pending case reports, drive process improvements, and provide solid support to ensure smooth operations.