HNW Post-Sales Policy Services Lead

Manulife/John Hancock; Singapore; Hybrid; SGD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Manulife/John Hancock in Singapore is seeking a post-sales service professional to manage HNW policy transactions and liaise with Distribution, Policy Services, Pricing, Client Services, and Claims teams. You will ensure timely updates, verify requirements, and support one-touch resolutions while maintaining robust reporting and filing practices.

The role emphasizes a strong service mindset, multitasking ability, and excellent communication skills, with AML checks and onboarding support for

Qualifications

• 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 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.

Skills

Service orientation

Organisational skills

Multitasking

Verbal communication

Written communication

Flexibility

Understanding of financial services

Client-facing experience

Education

Diploma or degree from a recognised institution or university

Job description

Manulife/John Hancock in Singapore is seeking a post-sales service professional to manage HNW policy transactions and liaise with Distribution, Policy Services, Pricing, Client Services, and Claims teams. You will ensure timely updates, verify requirements, and support one-touch resolutions while maintaining robust reporting and filing practices.

The role emphasizes a strong service mindset, multitasking ability, and excellent communication skills, with AML checks and onboarding support for