Case Manager, Partnership Sales

Job title: Case Manager, Partnership Sales

Company: Prudential


Job description: Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.The Case Manager within the Partnership Sales Bancassurance channel will support all SCB Insurance Sales / Banc Sales Team to follow up all pending items to drive for policy issuance. Besides, the Case Management Team (CMT) will directly connect insurance sales + PRU internal stakeholder and follow up on the insurance applications to expedite the insurance sales on all pending items.Job Descriptions:Coordinating and provide follow up actions directly to insurance sales on NB pending cases on a timely and effectively manner with client centricity.Communicate on daily basis with insurance sales and PRU internal stakeholder to expedite the underwriting process.Schedule insurance medical exams, send reminders and follow up to ensure successful completionGeneral underwriting & H&P case management, negotiate with underwriters for best possible risk classificationConsistently and effectively update case information to all key stakeholders including regular MI development & monitoringProvide training, regular cases sharing to frontlines to uplift the issue rateStrategic drive to uplift H&P business from underwriting perspective, increase straight issue rate, and develop comprehensive MI.Assist to build end-to-end premium financing digital platform hence to streamline from issue letter of offer (LO) to e-approval of letter of undertaken (LU), etcJob Requirements:Obtain 5 – 8 years of case management experienceMust have a complete understanding of how to process new business applications for Life insuranceGood knowledge of insurance salesGeneral medical knowledge (ability to read Attending Physician Statement)Strong interpersonal and communication skills (written and verbal)Strong problem solving and negotiation skillsStrong in customer services and highly detail-orientedAbility to work under pressure, multi-tasking, and time coordination to cater for ad hoc requestProficient in Word, Excel and Power PointDemontrated with good professional presentation skillsExcellent command of English and Chinese (written and spoken)Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

Expected salary:

Location: Hong Kong

Job date: Thu, 08 May 2025 07:07:36 GMT

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