Senior Manager, High Net Worth Case Management

Job Role: As a HNW Case Manager, you will be responsible for reviewing life insurance applications to ensure all underwriting requirements are met

You will coordinate closely with the Underwriting and Distribution teams to facilitate a smooth and efficient application process, ensuring compliance with company medical requirements and applicable regulations

Key Responsibilities: Review and preview incoming life insurance applications for completeness and accuracy

Coordinate with Underwriting and Distribution to obtain necessary medical reports and underwriting decisions

Liaise with Distribution teams to ensure proper documentation and compliance with sales procedures, regulatory requirements, and internal policies

Track and monitor application progress to ensure timely processing and approval

Communicate effectively with insurance intermediaries and internal departments regarding application status and requirements

Maintain accurate records of application reviews and correspondence

Stay updated on industry regulations, product features, and company policies related Qualifications & Skills: Bachelor's degree or equivalent qualification

Previous experience in life insurance underwriting, case management, or a related role is preferred

Experience in HNW field is strongly preferred

Strong understanding of medical underwriting procedures and insurance regulations in Hong Kong

Excellent communication and coordination skills in Cantonese and English

Attention to detail and strong organizational skills

Ability to work under pressure and meet deadlines

Knowledge of relevant compliance and sales practices

Candidates with less relevant experience will be considered as Manager About AXA Hong Kong and Macau AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 50 markets and serving 95 million customers worldwide

Our purpose is to act for human progress by protecting what matters

As one of the most diversified insurers in Hong Kong, we offer integrated solutions across Life, Health and General Insurance

We are the largest General Insurance provider and a major Health and Employee Benefits provider

Our aim is to not only be the insurer to provide comprehensive protection to our customers, but also a holistic partner to the individuals, businesses and community we serve

At the core of our service commitment is continuous product & service innovation and customer experience enrichment, which is achieved through actively listening to our customers’ needs and leveraging and investing in technology and digital transformation

We embrace our responsibility to be a driving force against climate change and a force for good to create shared value for our community

We are proud to be the first to address the importance of mental health through different products and services and thought leading iconic research

Our overall Sustainability Strategy, with emphasis on climate strategy and biodiversity commitment, is developed based on TCFD recommendations

We are committed to integrating environmental, social and governance factors across our business and strive to contribute to a sustainable future through 3 distinct roles - as an investor, an insurer and an exemplary company

AXA is an equal opportunity employer

We are committed to promoting Diversity and Inclusion (D&I) by creating a work environment where all employees are treated with dignity, respect, and where individual differences are valued

We welcome and treasure diverse profiles to join our big family, and to build an inclusive culture together which allows everyone to maximise their personal potential

Our people strategies are designed to enhance employee well-being and professional growth, ultimately empowering them to excel within the company

Click here to learn more about our Benefits (https://www.axa.com.hk/en/benefits) , Culture (https://www.axa.com.hk/en/culture-and-values), & Career Development (https://www.axa.com.hk/en/career-development).