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Assistant Case Manager – manage end‑to‑end case lifecycle & support underwriting teams at Prudential Hong Kong.
Lead cross‑functional collaboration, train frontline staff, and ensure SLA compliance.
Assistant Case Manager
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
Job Responsibilities
1. Case Liaison & Underwriting Coordination – Serve as the primary liaison between frontline teams, BDMs, and internal stakeholders (including Underwriting and ERM) on all underwriting‑related matters. This includes managing enquiries for NB pending cases, manage & follow up the underwriting requirements with frontlines and case status updates to ensure smooth and timely case inception. Support frontline teams in handling complex cases by facilitating discussions and proposing alternative solutions where appropriate.
2. Pre‑case Support & Priority Management – Consolidate and manage the “month end must‑issue priority case list” during month‑end periods and provide proactive pre‑case support to ensure timely progression and issuance.
3. Training & Capability Uplift – Support senior team members in the preparation of training materials and contribute to frontline capability building initiatives aimed at strengthening underwriting knowledge and case quality.
4. Cross‑functional Collaboration & Process Management – Work closely with internal departments including, but not limited to, Underwriting (UW), Enterprise Risk Management (ERM) to ensure smooth end‑to‑end process flow. Participate in ad hoc projects as assigned. Manage and oversee the full portfolio of cases requiring premium financing to ensure timely and accurate policy issuance.
5. Special Quotation (SQ) Case Oversight – Provide ongoing support, monitoring, and coordination for Special Quotation for extra customer offer to ensure compliance, efficiency, and timely completion.
Job Requirements
University degree in any discipline with basic underwriting certification / knowledge.
At least 2 years of experience in underwriting or case management and 5 years of working experience in the Insurance field in Sales.
Excellent interpersonal, problem solving and communication skills.
Good knowledge in underwriting: H&P and life products. Experience of handling HNW / MCH clients is an advantage.
Legal Notice
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part‑time / fixed‑term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third‑party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.