Executive, HNW Post-Sales

Manulife; Singapore; Presencial; SGD 70 000 - 110 000; Tempo integral

Resumo da oferta

Manulife in Singapore seeks an Executive, Concierge to manage end-to-end post-sales service transactions for HNW policies. You will coordinate with internal teams and external partners to ensure accurate, timely service delivery for financial representatives and clients with existing policies.

Responsibilities include handling policy changes, in-force illustrations, claims and AML verifications, maintaining documentation, and driving process improvements in a fast-paced regional environment.

Qualificações

• Diploma or degree from a recognised institution.
• At least five years of work experience, including ~3 in insurance.
• Strong service orientation and ability to manage multiple priorities.

Responsabilidades

• Manage end-to-end post-sales service transactions for HNW policies.
• Liaise with distribution partners and internal teams on policy services.
• Provide proactive status updates and ensure timely responses.
• Maintain reports to track issues and SLA adherence.
• Conduct AML verifications as required.

Conhecimentos

Service orientation

Organisational skills

Multi-tasking

Verbal communication

Written communication

Presentation skills

Client-facing

Adaptability

Formação académica

Diploma or degree

Descrição da oferta de emprego

The incumbent will be responsible for managing post-sales service transactions for high-net-worth (HNW) policies. The role supports Operations in delivering a smooth, timely, and positive service experience for financial representatives and clients with existing policies.

Position Responsibilities:

• Liaise with distribution partners and the Policy Services, Product & Pricing, Client Services, and Claims teams on in-force HNW policy requests, including policy changes, in-force illustrations, claims, appeals, and other post-sales transactions.
• Provide clear guidance on the necessary requirements to support one-touch resolution.
• Facilitate post-sales processes and provide proactive status updates, coordinating with internal stakeholders to ensure information is accurate and timely.
• Track incoming requests from internal and external stakeholders consistently and accurately, ensuring that all requests are addressed promptly.
• Maintain daily, weekly, and monthly reports, as required, to track outstanding issues, feedback, and overall adherence to service-level agreements. Where management expectations are not met, identify and highlight the root causes, as appropriate.
• Participate in regular team huddles and provide relevant updates, where applicable.
• Ensure the proper filing and archiving of all documents received by the team.
• Respond to queries relating to third-party services and other matters concerning policy servicing.
• Conduct enhanced due diligence checks and anti-money laundering (AML) verifications, as required.
• Review and improve work processes to enhance effectiveness and efficiency.
• Assist with the onboarding of new banks.
• Conduct operations-related training for internal stakeholders, financial representatives, and partners.
• Perform other duties as assigned from time to time.

Required Qualifications:

• A diploma or degree from a recognised institution or university.
• At least five years of working experience, including approximately three years in the insurance industry.
• A strong service orientation, excellent organisational skills, and the ability to manage multiple priorities.
• Strong verbal, written, and presentation skills.
• Flexibility and the ability to adapt in a fast-paced, evolving environment.
• An understanding of financial services and the needs of sales professionals would be advantageous.
• Client-facing experience would be an added advantage.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

Join our team as a Executive, Concierge, where you will manage end-to-end service transactions for pre- and post-sale processes. Oversee case management, liaise with internal teams, and ensure timely, accurate service delivery. Ideal for candidates with significant insurance industry experience and strong organizational and communication skills.

Exciting opportunity for an experienced professional to drive operational excellence and performance management across Asia Claims. Lead performance analytics, governance, and reporting, collaborating with regional teams to deliver actionable insights. Ideal for candidates with strong analytical skills and a background in insurance claims operations or business analytics.

We believe that embracing inclusion is the key to creating a stronger, more resilient organization. It's not just a value - it’s a strategic advantage that sets us apart.