Assistant Case Manager


  • As a dedicated specialist ingeneral insurance e.g., Travel, Home and Fire; and medical insurance, e.g.,Hospital and Surgical reimbursement, blanket limit medical high end products,etc.
  • Provide timely support to theGeneral Insurance Product Expert (IPE*) and Sales Specialists (SS) inexpediting the leadtime required for complicated new business applicationcases, e.
  • g., facilitate frontline in gathering necessary document for theunderwriters in concluding the underwriting decision, answer any new businessrelated enquiry from the frontline, follow up with the underwriters and providenew application status update to frontline

  • IPE would be responsible inoffering the coaching and joint call / meeting with the branch sales in closingthe general insurance and medical new business;
  • SS will offer high end medicalproducts to the top tier customers at designated branches

  • Speed up the new businessissuance process by enhancing the communication link between frontline, theHealth team and GI backend underwriting team
  • Response to the feedbackobtained from the IPE and SS swiftly, e.g., service issue, businessopportunities, and challenges to best serve the retail banking business partner
  • Tailor systematic andeffective monitoring measuring reporting and streamline the processingmechanism to ensure the service turnaround time committed by the backendoperation teams for the new business issuance can be met
  • Channel the feedback from IPEand SS to backend medical and GI team for further operation / processimprovement
  • Responsible for the sales andpartnership management by working with the IPE and SS teams, e.g., to enhanceand streamline the new business application process, consolidate relevantsuccess case / stories from the frontline and offer sharing sections to IPEand SS with aim to capture more new business opportunities and minimize thelead-
  • time for the new business application

  • Revamp the existing protocoland procedure with aim to handle the pending cases in a more effective andefficient way, based on the findings obtained from the daily case handlingexperience
  • Prepare the daily managementinformation report to the management team, e.g., new business submissionrun-rate report, daily pending cases update, etc.
  • to update the pipelinestatus of the new business application

  • Gather the reasons for thewithdrawal and decline cases for further analysis and consolidation, to sharethe findings with IPE and SS teams in enhancing the successful rate inconverting the application submission to effected new sales
  • Qualifications

  • Tertiary or university leveleducation, preferably in finance, business or a related discipline
  • Solid experience as a generalinsurance and medical product specialist and with sales support experience
  • Strong customer servicecapability to identify the IPE's needs and provide need-based solutions withstrong ownership in ensuring the new policies to be issued with a timely manner
  • Sophisticated knowledge ofgeneral insurance and medical product and regulatory requirements relevant tothe products
  • Good level of verbal Englishand Cantonese
  • Sales background andInsurance license would be an advantage
  • About AXA

    Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life?

    Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA -

    a leading global brand and one of the most innovative companies in our industry - onto even greater things.

    In a fast-evolving world and with a presence in 64 countries, our 165,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

    AXA Hong Kong, a member of the AXA Group, prides itself of serving over 1 million customers in Hong Kong and Macau. Besides being one of the largest health protection providers in Hong Kong, it is also the number 1 General Insurance provider1 and a market leader in motor insurance.

    AXA Hong Kong is committed to helping its customers achieve stability and prosperity through providing a comprehensive range of life, health, property and casualty protection, as well as wealth management and retirement solutions.

    We believe it is our inherent responsibility to support the communities we operate in, hence creating a sustainable business via constant and considerable contribution in the dimensions of health, environment and the community.

    AXA is an equal opportunity employer. We are committed to promote 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 maximize their personal potential.

    1Based on 2013 Office of the Commissioner of Insurance market share statistics

    What We Offer

    We offer excellent career prospects and attractive remuneration package to the right candidates.

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