Policy Servicing Manager, High Net Worth

The opportunity

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

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

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

• 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

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture
• We lead with our Values every day and bring them to life together.
• Boundless opportunity
• We create opportunities to learn and grow at every stage of your career.
• Continuous innovation
• We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity and Inclusion
• We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship
• We build a business that benefits all stakeholders and has a positive social and environmental impact.