Manager, Case Management

HK$40000 - HK$60000 per month
Hong Kong
Jul 2, 2024
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Key Job Responsibilities:

  • Perform efficient case processing, and ensure that it is compliance with policies and regulations, and continuous process improvement.
  • Lead and oversee a team of Case Managers, providing guidance, coaching, and performance feedback to drive productivity and quality of service
  • Process new applications in accordance with underwriting, compliance, and regulatory requirements, as well as agreed service level
  • Closely monitor case processing activities and metrics, identifying areas for improvement and implementing solutions to enhance team efficiency
  • Effectively collaborate with the Underwriting team to manage the new business process and achieve business targets
  • Stay up-to-date with regulatory requirements and internal policies, updating procedures as needed and conducting training for the team
  • Regularly review and optimize case management workflows to improve productivity and customer experience
  • Partner with internal stakeholders on assigned projects to implement business initiatives effectively


  • University degree or equivalent
  • Relevant experience in insurance case management, preferably with high-net-worth clientele
  • Holds or is progressing towards LOMA (Life Office Management Association) qualifications
  • Excellent communication and interpersonal skills, with the ability to lead and motivate a team
  • Demonstrated problem-solving skills and attention to detail
  • Capable of working in a fast-paced, dynamic environment and meeting tight deadlines
  • Proficient in Cantonese and English and Mandarin


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