Senior HNW Policy Servicing & Post-Sales Lead

MANULIFE (SINGAPORE) PTE. LTD.; Singapore; Presencial; SGD 60.000 - 100.000; Jornada completa

Descripción de la vacante

MANULIFE (SINGAPORE) PTE. LTD. is seeking a post-sales service professional to manage in-force HNW policy requests and coordinate with Policy Services, Pricing, Client Services and Claims teams. You will guide on requirements for one-touch resolution, track requests, and maintain accurate reporting.

The role emphasizes AML checks, process improvements, onboarding support for banks, and training for internal stakeholders and partners in a fast-paced financial services environment.

Formación

• 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.
• 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.

Responsabilidades

• 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.

Conocimientos

Service orientation

Organisational skills

Multi-priority management

Verbal communication

Written communication

Presentation skills

Adaptability

Educación

Diploma or Degree

Descripción del empleo

MANULIFE (SINGAPORE) PTE. LTD. is seeking a post-sales service professional to manage in-force HNW policy requests and coordinate with Policy Services, Pricing, Client Services and Claims teams. You will guide on requirements for one-touch resolution, track requests, and maintain accurate reporting.

The role emphasizes AML checks, process improvements, onboarding support for banks, and training for internal stakeholders and partners in a fast-paced financial services environment.