Job Description

Introducing Your New Company

As a leading provider of insurance solutions, my client’s Asia Pacific operations are undergoing an exciting transformation. Working out of the Hong Kong Office, they are seeking an Operations and Case Specialist to play a pivotal role in delivering exceptional client service, ensuring operational excellence, and maintaining robust case management standards.

Your New Role

As the Operations and Case Specialist, you will be responsible for managing the end-to-end New Business processes within life insurance business. Your key responsibilities will include:

• Overseeing life insurance application case management, ensuring timely and accurate processing, from new onboarding applications, KYC analysis to fulfillment
• Facilitating seamless client experiences, providing technical guidance to relationship managers and intermediaries while maintaining client satisfaction and retention.
• Managing compliance with internal standards and regulatory requirements, serving as the primary liaison for regulatory inquiries and audits.
• Maintaining and updating detailed records, case reports, policy administration

Your Background

• 7+ years of experience in operations, mid-office, or case management, preferably within the insurance or financial services industry.
• Strong proficiency in life insurance case management, new business processes, and regulatory compliance.
• Effective communication and interpersonal skills to collaborate with relationship managers, intermediaries and brokerages
• Proactive problem-solving abilities and the capacity to manage multiple priorities in a fast-paced environment.
• Proficient in MS Office or case management software for reporting and record-keeping.
• Bachelor’s degree or equivalent in a relevant field (e.g., Business, Economics, or Finance).

What You'll Receive in Return

This role offers an exciting opportunity to contribute to the growth and transformation of HK operations. You will work closely with regional leaders, relationship managers, and external partners, gaining valuable exposure to the life insurance industry’s operational and compliance landscape.

Start Your Search Now

If you possess the required qualifications and are passionate about driving operational efficiency and compliance excellence, we encourage you to reach out to The Upside Group. Please don’t hesitate to contact us to learn more about this exciting opportunity.