<p><strong><span style="text-decoration: underline;">The Company</span></strong></p><p>Our client is seeking a detail-oriented and proactive Case Management Specialist to join their dynamic life insurance team. In this role, you will be responsible for facilitating smooth, efficient, and compliant processing of case submissions, serving as a critical link between the sales platform and underwriting team.</p><p> </p><p><strong><span style="text-decoration: underline;">The Role</span></strong></p><ul><li>Ensure timely and accurate processing of all case submissions, check submitted documents for completeness and accuracy.</li><li>Reviewing and monitoring pending cases acts as the primary contact between sales teams and underwriters.</li><li>Communicate and explain underwriting requirements and decisions to Relationship Managers and Distribution partners.</li><li>Liaise with key stakeholders, including Operations, Compliance &amp; Legal, and Finance, regarding underwriting and policy issuance.</li><li>Verify that all cases have undergone compliance screening (as required) prior to policy issuance.</li><li>Resolve issues, handle exceptions, and respond to requests from various departments.</li><li>Assist in addressing policy contract issues promptly and efficiently.</li><li>Ensure Standard Operating Procedures related to case management are current and followed.</li></ul><p> </p><p><strong><span style="text-decoration: underline;">Your Profile</span></strong></p><ul><li>University degree or equivalent in Insurance, Banking, or a related discipline.</li><li>Minimum 5 years' experience in case management or sales support within the life insurance sector.</li><li>IIQE licenses 1, 3, 5 and/or FLMI qualification (or working towards) highly preferred; other relevant insurance licenses considered.</li><li>Strong business acumen, risk awareness, sales quality, and compliance orientation.</li><li>Excellent interpersonal, problem-solving, and teamwork skills.</li><li>Proficient in written and spoken English, Cantonese, and Mandarin.</li><li>Skill in PowerPoint, Excel, MS Office, and Outlook.</li><li>Candidates with more experience may be considered for Manager, Distribution Services and Support.</li></ul><p> </p><p><strong><span style="text-decoration: underline;">Apply Today </span></strong></p><p>To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.</p><p><em>Reference Number: </em>67010-0013377594</p><p><em>By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: <a href="https://www.roberthalf.com/hk/en/privacy">https://www.roberthalf.com/hk/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.</em></p><img src="https://counter.adcourier.com/TmljaG9sYXMueWV1bmcuNjcyOTMuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">