
at HSBC
OtherPosted 12 days ago
No clicks
**Senior Associate - Insurance Customer Service** Handle walk-in customers and distributor enquiries promptly and professionally, understanding their needs, managing expectations, and ensuring smooth queue management. Make outbound calls and respond to emails, managing assigned complaints cases and completing mail-outs within agreed timelines. Process transactions accurately, adhering to quality, controls, and compliance. Support ad hoc duties as assigned. Required: Insurance customer service experience, strong customer focus, clear written communication, resilience, and organizational skills.
- Compensation
- Not specified
- City
- Not specified
- Country
- Not specified
Currency: Not specified
Full Job Description
We are currently seeking a high calibre professional to join our team as a Senior Associate
In this role you will:
Front counter customer & distributor servicing
- Handle walk-in customers and distributor enquiries promptly, professionally, and accurately.
- Understand customer needs, provide correct guidance on required forms/documents, and manage expectations on processing timelines.
- Ensure smooth queue management and a positive service experience at the counter.
Outbound calls and email handling (supporting the counter)
- Make outbound calls to follow up on outstanding documents, clarify customer/distributor requests, and provide status updates.
- Respond to emails related to counter-served requests, ensuring clear, accurate, and timely communication.
Written correspondence & mail-outs
- Prepare written correspondence/letters (e.g., acknowledgements, requests for additional documents, outcomes/updates) accurately.
- Ensure mail-outs are completed within agreed timelines and properly recorded for tracking and audit purposes.
Complaints handling & complaints management support
- Manage assigned complaints cases and close within SLA.
- Investigate issues, coordinate with relevant teams/insurer partners as needed, and provide clear updates and resolutions.
- Assist with complaints management activities (case documentation, follow-ups, and contributing to root-cause identification).
Transaction quality, controls & compliance (walk-in transactions)
- Process walk-in transactions with a right-first-time approach, ensuring accuracy and completeness.
- Verify forms and supporting documents, perform required checks, and maintain proper records/case notes.
- Escalate exceptions, control issues, or potential fraud/suspicious activity via the appropriate channels.
Ad hoc duties
- Support additional tasks/projects assigned by the line manager (e.g., peak period support, reporting, process improvement, cross-coverage).
To be successful you will need:
- Experience in insurance customer service / insurance servicing, ideally in a front counter or customer-facing servicing role.
- Experience handling distributor/agent servicing requests is an advantage.
- Strong customer service mindset: courteous, patient, and solutions-focused.
- Confident face-to-face communication with a professional tone and approach.
- Clear written communication for emails and formal letters.
- Calm and resilient when handling complaints or difficult situations; able to de-escalate effectively.
- Strong attention to detail and accuracy; disciplined with documentation.
- Organised and able to prioritise work to meet timelines and SLAs.




