The position is responsible for providing professional new business support to ensure new application case can be completed effectively and efficiently.
Position Responsibilities:
Coordinate with business partners, internal operations, and HNW underwriters to manage the end-to-end new business process, from application to policy issuance
Ensure completeness and accuracy of client submissions by collecting all required information and documentation
Act as the primary contact for new business cases with trust-related matters, including document handling
Provide administrative support for new business, including updating new application progress reports
Perform data entry and run NB workbench checks (e.g., FNA affordability, suitability, Bridger, CRS, FATCA, admin issues, document sign dates, cross-age validations)
Collaborate with Policy Servicing and Cashier teams to facilitate policy issuance
Manage premium payments and process overpayment refunds
Handle policy issuance, withdrawals, and declines
Oversee policy binding and preparation of special HNW policy folders
Respond to internal and external business partner inquiries with timely and proactive follow-up
Share best practices and support training sessions to enhance new business knowledge among partners
Assist with ad hoc projects and special arrangements, including jumbo cases, special policy loan/split payment, and change of life insured
Required Qualifications:
University graduate plus minimum 7 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 recruitment@manulife.com.
Working Arrangement
Hybrid