The High Net Worth Operations Manager is responsible for providing professional new business and after-sales services support to ensure new business applications and after-sales service requests are completed effectively and efficiently.
Position Responsibilities:
- Collaborate with NBUW, Payment team, BA/IT, Actuary, and Case Manager to facilitate new application approval and policy issuance.
- Collect sufficient information and documentation from clients and ensure policy application case submissions are complete and accurate.
- Data Capture, run NB workbench (FNA affordability, suitability, bridger checking, CRS, FATCA, admin issue, document sign date, cross age issue)
- Handle undertakings/assignments on policies with premium financing/pledging arrangements.
- Provide all-round support on after-sales services (including policy services and claims) for all high net worth and premium financing policies.
- Work with the Legal department to develop 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 departments, etc.
- Share best practices periodically, support training and briefings for business partners to share policy servicing/premium financing tips, etc.
- Assist in ad hoc projects and special arrangements, e.g., jumbo cases, change 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.
Preferred Qualifications:
- 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.
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 [email protected].
Working Arrangement
Hybrid
