# Manager, HNW Policy Service

**Company**: Manulife Financial Corporation
**Location**: Hong Kong
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Insurance
**Industry**: Finance

**Apply**: https://manulife.wd3.myworkdayjobs.com/en-US/MFCJH_Jobs/job/Hong-Kong/Manager--HNW-Policy-Service_JR26110428-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/manager-hnw-policy-service-581a9601-4b4/

## Description

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

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## Skills

### Required
- life insurance
- premium financing
- policy servicing
- claims handling
- English
- Chinese
- MS Word
- Excel
- PowerPoint

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Source: [Apply at manulife.wd3.myworkdayjobs.com](https://manulife.wd3.myworkdayjobs.com/en-US/MFCJH_Jobs/job/Hong-Kong/Manager--HNW-Policy-Service_JR26110428-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)