HNW Policy Post-Sales Specialist

Manulife/John Hancock; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working arrangement

Job summary

Manulife/John Hancock in Singapore seeks an experienced post-sales service professional to manage in-force HNW policy transactions, liaise with distribution partners, and safeguard a smooth, timely service experience for financial representatives and clients with existing policies.

You will handle policy changes, illustrations, claims, AML verifications, onboarding of banks, and drive process improvements while maintaining accurate reporting and documentation.

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.

Responsibilities

• Liaise with distribution partners and internal teams on in-force HNW policy requests.
• Provide guidance to achieve one-touch resolution and proactive status updates.
• Track requests and ensure timely responses and accuracy.
• Maintain daily, weekly, monthly reports on service levels and issue adherence.
• Participate in team huddles and share updates as needed.
• Ensure proper filing and archiving of documents.
• Respond to queries regarding third-party services and policy servicing.
• Conduct enhanced due diligence checks and AML verifications when required.
• Review and improve work processes for efficiency.
• Assist with onboarding of new banks.
• Deliver operations-related training for internal stakeholders and partners.
• Perform other duties as assigned.

Skills

Customer service

Policy servicing

Multitasking

Communication

Team collaboration

AML checks

Education

Diploma or degree

Tools

CRM systems

Job description

Manulife/John Hancock in Singapore seeks an experienced post-sales service professional to manage in-force HNW policy transactions, liaise with distribution partners, and safeguard a smooth, timely service experience for financial representatives and clients with existing policies.

You will handle policy changes, illustrations, claims, AML verifications, onboarding of banks, and drive process improvements while maintaining accurate reporting and documentation.