Senior Manager, HNW Insurance Ops & Premium Financing

FWD Insurance; Hong Kong; On-site; HKD 900,000 - 1,400,000; Full time

Benefits offered by this job

5-day work week

20–22 days annual leave

Learning & development opportunities

Job summary

FWD Insurance is seeking an experienced life insurance operations professional in Hong Kong to support High Net Worth and Premium Financing activities. The role covers POS enquiries, policy servicing for HK and Bermuda policies, onboarding new financing platforms, and cross‑functional process improvements.

You should bring 7+ years in life insurance operations, with strong English and Chinese communication.

Qualifications

• Degree holder in business or related discipline.
• At least 7 years of relevant life insurance operations experience, preferably HNW, POS case management, and Premium Financing.
• Experience supporting international brokers and policy servicing for HK/Bermuda-issued policies.
• Experience onboarding new Premium Financing platforms and workflow setup.
• Proven involvement in process or system enhancements and SOP documentation.
• Strong English and Chinese written and spoken communication.

Responsibilities

• Support distribution channels to grow High Net Worth and Ultra High Net Worth business (Brokerage and Bancassurance).
• Act as subject matter expert for POS enquiries, coordinating with stakeholders for timely resolution and case progression.
• Provide end-to-end case management for policy servicing submissions, including documentation and premium-related matters.
• Handle Premium Financing cases, including documentation, workflow management, and gatekeeper clearance.
• Coordinate onboarding of new Premium Financing platforms with banks, financing providers, distributors and external parties.
• Support distribution channels and policy servicing for HK- and Bermuda-issued policies.
• Participate in operational enhancements by designing workflows and maintaining SOPs.

Skills

HNW operations

POS case management

Premium Financing

Cross-functional collaboration

English & Chinese (written & spoken)

Education

Bachelor's degree in business or related discipline

Job description

FWD Insurance is seeking an experienced life insurance operations professional in Hong Kong to support High Net Worth and Premium Financing activities. The role covers POS enquiries, policy servicing for HK and Bermuda policies, onboarding new financing platforms, and cross‑functional process improvements.

You should bring 7+ years in life insurance operations, with strong English and Chinese communication.