About FWD Group
FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.
For more information, please visit www.fwd.com
For more information about FWD Hong Kong, please visit www.fwd.com.hk/.
The Job
Lead case management team to support HNW business across various jurisdictions. Draft and implement the best case submission workflow to comply with company internal polices and respective regulatory requirements.
Support distribution channels to grow High Net Worth business for the company, including but not limited to Brokerage, Tied Agency and Bancassurance.
Be the subject matter expert, lead case management team to provide support to distribution channels, both internal and external stakeholders
Drive discussions with relevant parties (internal & external) to ensure problems are solved
Conduct training to sales channels (including Tied Agency, Bank/Brokers fellows)
Review and streamline procedure regularly to drive efficiency, monitor daily operations to comply with company internal guidelines and regulatory requirements
Onboard new banks for premium financing, review workflow, assignment documents and obtain clearance from internal stakeholders
Maintain good records, generate status reports for management as needed
Manage and develop team members to carry out effective support to the sales teams
The Person
University graduate with at least 10 years relevant experience including at least 5 years of management experience
Good command of written and spoken English, Chinese, and Putonghua
Proactive, able to handle various projects simultaneously
Strong knowledge on life insurance products, premium financing, business insurance with company and trust structure
Very strong in interpersonal, presentation, negotiation & problem solving skills
Strong in PC skills in using MS Office, managing MIS report
High level of risk, sales quality and compliance awareness
We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.
Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.
Skills Required
- University graduate with at least 10 years relevant experience
- At least 5 years of management experience
- Good command of written and spoken English, Chinese, and Putonghua
- Strong knowledge on life insurance products and premium financing
- Very strong interpersonal, presentation, negotiation and problem solving skills
- Strong PC skills in using MS Office
- High level of risk, sales quality and compliance awareness
What We Do
FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience
