Wealth Operations Assistant Manager, Sales Support

HSBC; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

HSBC Philippines is seeking an experienced Assistant Manager, Wealth Operations to implement the sales fulfillment process for insurance propositions and to support underwriting, policy placement and policy delivery. The role includes MI reporting and maintaining client databases.

You’ll work within the Branch Referral and Non Branch sales team, ensuring excellent customer service, data integrity, and compliant operational practices while driving renewal persistency and cross-sell opportunities.

Qualifications

• Strong communication and interpersonal skills.
• Customer-focused and service oriented.
• 2 to 3 yrs experience in Insurance operations or bank operations.
• Preferably with strong knowledge of insurance products and underwriting processes.
• Proficient in MS Excel and reporting tools.
• With experience in MI reporting or data analytics.

Responsibilities

• Provide sales support to the Branch Referral and Non Branch sales team. Pre-underwrite application forms and other documents prior to submission to the insurance provider; administer insurance documentation (policies, endorsements, cover notes, claims processes, renewal notices, invoicing, etc.); propose solutions for client and sales channel requirements.
• Handle all Sales Channel related insurance end-to-end process including MI reports and database; ensure end-to-end process implementation, database integrity, and in-depth MI reporting for the sales channel.
• Establish high standards of customer service through effective procedures and service standards.
• Improve client retention by meeting all insurance requirements, developing expansion businesses, and achieving renewal persistency targets: 90-100%.
• Maintain high standard of work synergy with sales and internal customers for smooth exchange of client information.
• Promote a culture of sales, service, operational excellence and compliance.
• Create initiatives for overall development, management, control and monitoring of INPH Sales support; review procedures for more efficient end-to-end process.
• Ensure compliance with established workflow, processes and HSBC internal standards.

Skills

Strong communication

Customer focus

Team player

MS Excel

MI reporting

Tools

MS Excel

Job description

HSBC Philippines is seeking an experienced Assistant Manager, Wealth Operations to implement the sales fulfillment process for insurance propositions and to support underwriting, policy placement and policy delivery. The role includes MI reporting and maintaining client databases.

You’ll work within the Branch Referral and Non Branch sales team, ensuring excellent customer service, data integrity, and compliant operational practices while driving renewal persistency and cross-sell opportunities.