Manager I, High Net Worth Case Management

Hong Kong - Hong Kong

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description:

Provide High Net Worth (HNW) clients brokers and their relationship managers a high level of active day-to-day customer services in all interactions with Sun Life Insurance.

Responsibilities

Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirements
Ensure effective process efficiency policy insurance & renewal client relations and claims administration of cases and undertake other duties as may be required
Reviewing all applications involving a wide variety of insurance needs and unique personal circumstances of the client to ensure that clear and necessary information is provided
Handle premium financing and policy assignment requests for policy pledging by ensuring all requirements including the affordability test and financial evidence requirements satisfactory
Maintain high quality service standard expected of Sun Life brand in order to foster long lasting client relationships
Contribute to the continuous process improvement through process streamlining and automation formulate work procedures and processes to ensure the efficient and effective operations control of the function
Support line manager on regular QA checking in new business and policy servicing requests (i.e. documentation for submission and approvals including data record retention on Ingenium / SIS)
Ensure all processes are fully compliant with guidelines and other operational standards and procedures as well as relevant regulations and laws
Provide strong client relationships and well bridge with sales through proactive support to product and proposition development strengthen HNW Operations and expand business in Whole of Life Universal Life PPLI and VUL to complement UL sales and case management
Prepared regular management reports for overall operational management monitoring as well as identify areas where require enhancement
Support and facilitate internal & external audits and provide follow up (if any findings) until audit is satisfactory closed
Being a Subject Matter Expert (SME) to support HNW related projects including new product and product revamp continuous process improvement to meet regulatory requirement change for customer services excellence

Preferred skills

Bachelors degree in a relevant field
Require minimum 8 years or above equivalent Case Management work in HNW business
Professional qualification in life insurance i.e. FLMI and FLMI and IIQE Qualification (paper 1 3 & 5) will add advantage
Familiar with different types of HNW products use of complex ownership structure and premium financing in the market
Good knowledge of HNW underwriting philosophy use in HNW insurance business
Good analytical skills can make good recommendations to business and line managers when dealing with problem case
Good technical knowledge to liaise with Legal & Compliance Team regulatory issues effectively and able to facilitate the review process of forms and letters as legal document with bankers and brokers for policy assignment / pledging
Good communication and stakeholder management skill in managing difficult customer / broker and able to deliver professional services without compromising our regulatory compliance policy

We offer 5-day work attractive salary MPF group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Customer Service / Operations

Posting End Date:

30/03/2026

Required Experience:

Manager