
Senior Associate
at HSBC
Posted an hour ago
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- Compensation
- Not specified
- City
- Country
- United Kingdom
Currency: Not specified
**Senior Associate - HSBC Life** Lead our HSBC Life team as a Senior Associate, serving walk-in customers and distributors. Handle enquiries promptly, understand customer needs, manage queues, and provide exceptional counter service. Make outbound calls to follow up on outstanding documents, clarify customer/distributor requests, and update process status. Bring 5+ years of Insurance experience, **excellent communication skills**, and proficiency in **Outreach**, **Salesforce**, and **Excel**. Drive results in a global banking environment.
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.
