Claims Tele Consultant - HSBC Life Claims Tele Consultant - HSBC Life …

in Hong Kong
Permanent, Full time
Be the first to apply
Not Specified
in Hong Kong
Permanent, Full time
Be the first to apply
Not Specified
Claims Tele Consultant - HSBC Life

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.  As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.  If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region. 

Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC. 

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as a Claims Tele Consultant.

Principal Responsibilities 

  • Conduct Tele interview with customer via phone and digital channels to support its insurance application
  • Provide guidance to customer complete medical / health questionnaire
  • Perform the underwriting assessment and support the Underwriting decision for Life and Health applications based on customer interview
  • Support customers on additional Health Documentations required for new applications
  • Provide Insurance technical support for sales team regarding customer enquires
  • Ensure to perform underwriting assessment and decision in accordance with procedures and service standard for new applications in professional manner
  • Support new projects in accordance with requirements set 
  • Ensure the Virtual Underwriting team efficiency and accuracy
  • Regular review the administration procedures within the section to ensure all activities are processed in the most effective means and remain most effective at all times Support on launch and expand the Virtual Underwriting capability designing and maintaining service levels, scripts, procedures and training
  • Initiate system enhancement for business growth and enhancing service efficiency


  • Bachelor’s degree 
  • Solid years’ experience in Customer service / facing roles
  • Nursing experience will be added as advantage 
  • Registered Nurse Practicing Certificate will be added as advantage
  • Life insurance working experience will be added as advantage  
  • Good writing / speaking skills in English, Cantonese and Mandarin
  • Experience in dealing with customer with strong customer centricity mindset
  • Excellent interpersonal, negotiating and influencing skills 
  • Strong analytical and problem solving ability 
  • Self-motivated and proactive with the ability to prioritize with limited guidance

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Company Overview

HSBC is one of the world’s largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global Banking & Markets. Our network covers 64 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.

We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions.

Whether you are looking for a first job or taking the next step in your career, we offer many ways for you to achieve your ambitions. Come and work with us and you'll have opportunities to build connections with colleagues and customers worldwide and help build the bank for the future.

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