Case Manager 專案經理

Yu Fung Broker Limited; Hong Kong Island; On-site; HKD 250,000 - 400,000; Full time

Job summary

China Taiping Life Insurance (Hong Kong) Company Limited is seeking a qualified insurance professional to support the insurance brokerage activities within the Hong Kong market. The role involves handling proposals, plan comparisons, and post-insurance services, while coordinating with insurers and internal teams to meet client needs.

The incumbent will respond to inquiries, build client relationships, and ensure compliance with regulatory requirements and company policies throughout the

Qualifications

• Minimum 3 years of experience in the insurance industry, preferably in banks, securities firms, insurance companies, brokerage firms, or agency service teams.

Responsibilities

• Proficient in proposing insurance plans, product comparisons, and managing commissions.
• Liaise with insurance companies, sales channels, and internal colleagues.
• Respond to inquiries, build relationships, and address internal and external needs of the business team.

Skills

Insurance products

Client relations

Regulatory compliance

Documentation

Coordination

Job description

• Proficient in insurance proposals, plans, product comparisons, commission management, insurance application process, post-insurance services and claims settlement.
• Liaise with insurance companies, sales channels, and internal colleagues.
• Respond to inquiries, build relationships and address the internal and external needs of the business team.
• Update case status and provide solutions to any queries.
• Assist with compliance activities regarding client background.
• Recommend process and system improvements to improve productivity and service quality.
• Comply with regulatory requirements and company policies for insurance brokerage activities.

Qualifications:

• Minimum 3 years of experience in the insurance industry, preferably those working in banks, securities firms, insurance companies, insurance brokerage firms, and agency service teams.
• Ability to work independently, good interpersonal communication skills, and able to withstand work pressure.
• Strong communication and coordination skills.
• Candidates familiar with premium financing preferred.
• Proficient in spoken and written Chinese and English, candidates fluent in Mandarin are preferred.

China Taiping Life Insurance (Hong Kong) Company Limited