HSBC Group

GCB 5

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region.

Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as a Manager, Employee Benefits Client Management.

Principal Responsibilities

• Reporting to Senior Manager of EB Client Management on daily operations and assigned tasks status
• Delivering support services to all sales channels to ensure Employee Benefits (EB) business is booked and retained efficiently and effectively and in accordance with the agreed working processes, including agreed SLAs, in order to maximize customer satisfaction and HSBC Life revenue
• Ensuring all sales channels are aware and understand the latest HSBC Life operations and underwriting processes. Arrange briefing sessions by relevant HSBC Life functions as required to improve understanding and alignment
• Sharing and promoting best client management practices and tactics
• Providing regular Management Information Reports to keep various levels of management updated with new business onboarding, account servicing and renewal performance
• Liaising with internal departments and monitoring on policy issuance status
• Delivering timely new business onboarding, customer service and renewal process support by engaging directly with customers and ensuring prompt collection and delivery of critical customer documentation, and following up proactively as needed
• Collaborating with sales channels to review operating arrangements and identifying areas of concern that require improvement. Delivering process improvement projects and tasks as may be assigned by management from a time-to-time basis
• Establishing effective two-way dialogue with sales channels and HSBC Life functions, proactively reaching out and providing necessary information on the status of EB cases. Fully engaging with sales channels to ensure they are kept appraised with progress onboarding their new business cases, the resolution of any customer service issues and, working with the sales channels for renewal activity

• Bachelor Degree graduate or equivalent
• IIQE license 1&3 is required
• Experience in insurance industry, preferably in Group Life and Medical insurance for over 6 years (less experience will be considered for Assistant Manager)
• Fast learner, positive attitude and accountable
• Good team player with a self-motivated mindset, enthusiastic in helping to collectively achieve new business, renewal and other targets
• Excellent interpersonal & presentation skills
• Effective problem solving skills
• Good command in spoken English, Cantonese and Mandarin; and writing in English and Chinese

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

You’ll achieve more at HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.