Assistant Manager, HNW Policy Service

Policy Servicing, Assistant Manager / Manager is responsible to provide professional policy servicing support to ensure premium financing arrangement and after sales services can be completed effectively and efficiently

Position Responsibilities:

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

Required Qualifications:

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

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.