Manager, New Business

Howden Private Wealth; Hong Kong; On-site; HKD 201,000 - 335,000; Full time

Job summary

Howden Private Wealth in Hong Kong is seeking an organised Administrative Support professional to assist Sales Consultants with case management from quotation to policy inception and beyond. You will liaise with bankers, trustees, carriers and clients to ensure smooth processes and accuracy of documentation.

The role requires 2+ years in life insurance, proficiency in Microsoft Office, and strong communication skills.

Qualifications

• Degree holder, preferably with professional insurance qualifications.
• Minimum 2 years of relevant work experience, with knowledge in life insurance.
• Proficient in Microsoft Office.
• Strong organisational and communication skills.
• Ability to multi-task, strong organizational and problem solving skills.
• Team player and strong interpersonal skills.

Responsibilities

• Provide all administrative support to Sales Consultants.
• Assist Sales Consultants on all Case Management matters; from quotation stage to inception of policy and post inception thereafter.
• Liaise with bankers, trustees, insurance carriers and clients to ensure a smooth Case Management process.
• Assist with arrangement of all medical exams / re-tests / additional tests.
• Attend medical examination with clients and collection of clients’ data (when necessary).
• Ensure information and application documentation are complete, accurate and in order.
• Ensure adherence to all Compliance requirements.
• Maintain good record keeping of each application.
• Update progress on pending case report and inforce list.
• Provide accurate and timely reports to Bank Partners & Management.
• Assist on clients’ travel and medical reimbursements.

Education

Bachelor's degree

Insurance qualifications

Tools

Microsoft Office

Job description

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.

We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.

The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.

Job Responsibilities

• Provide all administrative support to Sales Consultants
• Assist Sales Consultants on all Case Management matters; from quotation stage to inception of policy and post inception thereafter
• Liaise with bankers, trustees, insurance carriers and clients to ensure a smooth Case Management process
• Assist with arrangement of all medical exams / re-tests / additional tests
• Attend medical examination with clients and collection of clients’ data (when necessary)
• Ensure information and application documentation are complete, accurate and in order
• Ensure adherence to all Compliance requirements
• Maintain good record keeping of each application
• Update progress on pending case report and inforce list
• Provide accurate and timely reports to Bank Partners & Management
• Assist on clients’ travel and medical reimbursements

Job Requirements

• Degree holder, preferably with professional insurance qualifications
• Minimum 2 years of relevant work experience, with knowledge in life insurance
• Proficient in Microsoft Office
• Strong organisational and communication skills
• Ability to multi-task, strong organizational and problem solving skills
• Team player and strong interpersonal skills