Policy Servicing Manager, High Net Worth Operations

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

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:

• Well empower you to learn and grow the career you want.
• Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team well 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 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 .