Chubb Life: Case Manager, HNW Case Management
Chubb Security
Responsible for smooth and prompt processing of all HNW submissions assessed by the New Business Department
Checking of submitted documents to ensure completeness and accuracy
Review pending cases and serve as the first contact between sales platform and underwriters
Responsible for communicating and explaining on underwriting requirements and decision to Partnership Distribution/Brokers
Closely follow through pre-underwrite and pending cases for business partners
Handle phone & written enquiry from business partners on new business and post sales services
Liaise with Agency and Partnership operations, Underwriters, Cashiers, Life Operations in terms of underwriting and policy issuance matters
Responsible to verify the request against system
Ensure all cases have gone through compliance screening (if required) before issuance of policy
Resolve system issues/exceptional handling and requests received from Distribution channels/IT/Product/Actuarial
Assist in resolving policy contract issues on a timely basis
To support in ensuring all Case Management related Standard Operating Procedures are up to date
Regularly review the process workflow and make recommendation to enhance the team efficiency and productivity
Professional qualifications in life insurance such as FLMI and IIQE qualification (paper 1 & 3) is added advantage
Five or more years of experience in case management
Possess solid product knowledge (Universal Life, Whole of Life and ILAS)
Understanding the needs and risks of HWN client across Agency, Broker and HNW to strike the right balance mitigating risk
Understanding AML, KYC, CDD, EDD, Sanctions and all Risk activities
Excellent interpersonal and problem-solving skills with proven ability to navigate among Operations, Investment, Product, Policies and finding wealth structuring solution
Proficient in MS Office suites like PowerPoint, Excel and Word
Customer-focused mindset with exceptional service skills
Demonstrated ability to work independently and exhibit a strong commitment to the job
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