Financial Services Specialist

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Financial Services Specialist.

Principal responsibilities

• Perform underwrting assessment on both medical/non-medical cases and monitor the underwriting process to completed within the turnaround time in accurate, effective manner
• Review the completeness and validity of documents submitted by clients.
• Examine client information and underwrite policies accurately in accordance with established insurance operational guildlines and procedures.
• Exercise sound decision-making to evaluate client risk profiles and determine eligibility for insurance coverage.
• Proactively follow up with branch sales managers to ensure the completeness of client policy information.
• Execute and comply with relevant internal control standards and group compliance policies.
• Liaise with team leads to identify areas of improvment.Participates in various projects assigned and drive a satisfatory result.
• Carry out insurance policy administration tasks, including handle case referral, complaint case  and high risk case review and investigation, assist for overall effective control monitoring in UW Ops.

Requirements

• At least 2 years of underwriting experiences and solid experience in backend insurance operations or underwriting process.
• Excellent verbal and written communication skills and interpersonal skills in Chinese and English
• Competency in Microsoft applications including Word, Excel, Outlook, PPT. Capability of workflow and procedure writer.
• Strong self-motivation and ability to work under pressure and strong job commitment
• Good analytical skills, together with the ability to support decisions with sound reasoning
• Problem solving skills with the ability to work independently and to the highest level of accuracy and accountability
• Ability to organize work independently and as part of a team
• Ability to work under pressure, both autonomously and within
• Strong decision making, negotiation and consultative skills

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

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

You’ll achieve more when you join HSBC.

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.