Assistant Manager – Case Management, High Net Worth Operations

Job title: Assistant Manager – Case Management, High Net Worth Operations

Company: Manulife


Job description: We are committed to creating a workplace that offers unlimited opportunities for employees to realize their career goals. Whether it’s working abroad, exploring a new career direction or simply progressing in their chosen field, we help our employees reach their full potential.We’re here to make your job hunt easy. Get our newest jobs sent straight to your inbox! Click on the cloud in the top right corner of the page and sign up for job alerts.The OpportunityThe customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Assistant Manager – Case Management, High Net Worth Operations with the resources to solve critical problems for the future of our business, which is why we need you.Responsibilities:

• Liaise with business partners, internal operations and HNW underwriters to facilitate the end to end process of new business from applications to issue of policy
• Collect sufficient information and documentation from clients and ensure policy application case submissions are complete and accurate
• Provide administration support related to case management and e.g. update sales progress report, follow up closely for APS report from clinic
• Facilitate the case issuance with New Business team and cashier
• Handle enquiries from business partners, both internal and external, provide proactive and timely follow-up
• Share best practice from time to time, support training and briefing to business partners to share the Case Management and New Business tips etc.
• Assist in ad hoc projects

Required Qualifications:

• Post‐secondary degree
• Minimum 3 years previous life insurance industry knowledge with knowledge of New Business policies and procedures, or previous experience working in Distribution/Sales
• Life insurance exams/designations an asset ‐ LOMA 1 & 2, ACS. Otherwise willing to complete within 2 years.
• Good command of both spoken and written English and Chinese

Preferred Qualifications:

• Excellent customer service and communication skills, with a solid understanding of urgency and strong follow‐through
• Ability to build and maintain positive & solid relationships with internal and external customers
• Positive attitude, high level of engagement, strong collaborative skills required
• Excellent organizational and time management skills, with high attention to detail
• Ability to multi‐task and juggle competing escalated inquiries, prioritizing workload based on urgency, ensuring all items handled in a timely manner, sometimes under stressful and changing circumstances

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.
• 關於宏利和恒康

關於宏利和恒康宏利金融公司是一家業界領先的國際金融服務集團，致力於幫助人們實現「輕鬆智選，精彩人生」。我們的全球總部位於加拿大多倫多；在亞洲、加拿大和歐洲以「宏利」之名營運，在美國主要以「恒康」之名營運。我們為個人、團體和機構提供財務諮詢、保險以及財富和資產管理解決方案。截至 2022 年底，我們擁有超過 40,000 名員工、超過 11.6 萬名代理人，及數以千計的經銷夥伴，為超過 3400 多萬名客戶提供服務。截至 2022 年底，我們管理的資產規模達 1.3 兆加元（1.0 兆美元），其中投資資產總額為 0.4 兆加元（0.3 兆美元），獨立基金淨資產為 0.3 兆加元（0.3 兆美元）。我們在多倫多、紐約和菲律賓的證券交易所以「MFC」名稱進行交易，在香港證券代碼為「945」。宏利為重視就業機會平等之雇主在宏利／恒康，我們擁抱多元。我們致力吸引、發展並留住多元化的員工隊伍，正如我們所服務的客戶一樣多元化，並打造包容的工作環境，在充分發揮文化優勢的同時尊重個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、国籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。 申請人要求提供協助所分享的信息將會按照適用法律及宏利政策儲存及使用。 應徵過程中如需協助，請聯絡[email redacted, apply via Company website]

Expected salary:

Location: Hong Kong

Job date: Thu, 31 Oct 2024 08:04:41 GMT

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