Manager, HNW Policy Service

The Manager, HNW Policy Service is responsible for providing professional policy servicing support to ensure premium financing arrangements and after-sales services are completed effectively and efficiently.

Responsibilities:

• Handle undertakings/assignments on policies with premium financing/pledging arrangements
• Provide all-round support on after-sales services (including policy services and claims) on all high net worth and premium financing policies
• Facilitate case issuance with the new business team and cashier
• Deal with banks related to premium financing issues
• Work with the Legal department to come up with approved assignment documents for various banks
• Handle enquiries from business partners, both internal and external, and provide proactive and timely follow-up
• Prepare cash value letters, handle quarterly cash value statements, and annual policy reports
• Maintain and build relationships with distribution channels, underwriters, actuarial, cashier, and L&C department, etc.
• Share best practices and support training and briefings to business partners to share policy servicing/premium financing tips, etc.
• Assist in ad hoc projects and special arrangements, e.g., jumbo cases, changes of insured

Required Qualifications:

• University graduate with a minimum of 5 years of experience in life insurance, preferably in the HNW segment
• Experience in handling premium financing, trust/PIC-related business, and a good understanding of the HNW business model
• High proficiency in reading and writing English
• Good communication and presentation skills
• Customer-oriented service
• Strong sense of ownership and attention to detail
• Good command of spoken and written English and Chinese
• Good PC skills, including MS Word, Excel, and PowerPoint

Benefits:

• Empowered to learn and grow in your career
• Recognized and supported in a flexible environment where well-being and inclusion are prioritized
• Opportunity to shape the future as part of a global team