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Policy Servicing Manager is responsible to provide professional policy servicing support to ensure premium financing arrangement and after sales services can be completed effectively and efficiently
**Position Responsibilities:**
+ Handle undertaking/ assignment on policies with premium financing /pledging arrangement
+ Provide all-round support on after sales services (including policy services and claims) on all high net worth and premium financing policies
+ Facilitate the case issuance with new business team and cashier
+ Deal with banks in related to premium financing issues
+ Work with Legal department to come up the approved assignment document for various banks
+ Handle enquiries from business partners, both internal and external, provide proactive and timely follow-up
+ Prepare cash value letters, handle quarterly cash value statement and annual policy report
+ Maintain and build relationship with distribution channels, underwriters, actuarial, cashier, and L&C department, etc.
+ Share best practice from time to time, support training and briefing to business partners to share the policy servicing/ premium financing tips etc.
+ Assist in ad hoc projects and special arrangement e.g. jumbo cases, change of insured
**Required Qualifications:**
+ University graduate plus minimum 5 years of experience in life insurance, preferably in HNW segment
+ Experience in handling premium financing, trust/ PIC related business, and good understanding of HNW business model
+ High proficiency in reading and writing English
+ Good communication and presentation skill
+ Customer-orientated service
+ Strong sense of ownership and attention to details
+ Good command of spoken and written English and Chinese
+ Good PC skills including MS Word, Excel, and Power Point
**_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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido

The Assistant Manager/ Manager plays a pivotal role in delivering a seamless, high-touch experience to HNW clients. The role requires strong coordination, attention to detail, and a client-first mindset to support complex and high-value cases.
Position Responsibilities:
+ Serve as the primary point of contact for business partners and distribution channels, ensuring timely, accurate, and high‑quality service delivery.
+ Act as a single point of contact for new business and trust‑related cases, managing the end‑to‑end process from application submission through policy issuance.
+ Coordinate with business partners, internal operations, HNW underwriters, L&C team, New Business team, and cashier to ensure smooth case progression and timely resolution of issues.
+ Collect, review, and validate client information and documentation, ensuring all policy and trust-related submissions are complete, accurate, and compliant with internal requirements.
+ Facilitate case issuance, including close follow-up on underwriting requirements and APS reports with clinics.
+ Provide case management and administrative support, such as maintaining sales progress reports and monitoring pipeline status.
+ Handle internal and external enquiries professionally, providing proactive communication and timely follow-up.
+ Act as a key liaison for trust-related matters, supporting preliminary case review, trust structure assessment, and handling of trust documentation.
+ Share best practices and support training sessions or briefings for business partners on case management and new business processes.
+ Participate in process improvement initiatives and support ad hoc projects as assigned.
Required Qualifications:
+ University graduate plus minimum 5 years of experience in life insurance, preferably in HNW segment
+ Experience in handling premium financing, trust/ PIC related business, and good understanding of HNW business model
+ High proficiency in reading and writing English
+ Good communication and presentation skill
+ Customer-orientated service
+ Strong sense of ownership and attention to details
+ Good command of spoken and written English and Chinese
+ Good PC skills including MS Word, Excel, and Power Point
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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido

**Job Posting Description**
The Manager/Senior Manager, High Net Worth (HNW) Distribution Risk & Control (a.k.a. Distribution Line 1B / L1B), will report to the Head of HNW Distribution L1B and support the execution of the Distribution Quality Operating Model (DQOM) across Middle East and Bermuda markets within the HNW business, under Asia segment.
DQOM encompasses the implementation of the HNW Sales Conduct Framework, focusing on the development, deployment, and ongoing monitoring of sales quality controls across Life Insurance distribution channels within the HNW business.
The objective of the role is to ensure that key distribution-related risks are effectively identified, assessed, and managed through robust governance, underpinned by strong sales quality standards, effective controls, and enhanced data-driven capabilities and tools.
**Position Responsibilities**
**Stakeholder Management**
+ Work in a matrix environment and collaborate closely with HNW Distribution teams in Asia segment and at market levels, as well as with Compliance, Risk, Legal, Audit and Operations, to support adherence to the Company's risk management, conduct and sales Quality requirements.
+ Support the Head of HNW L1B in fostering the culture of strong risk management and sales quality focus within Distribution.
+ Act as a key point of contact for HNW Distribution Channels' teams, providing guidance on distribution risk and control matters.
+ Support Distribution Channels' teams in embedding risk management and sales quality requirements into business initiatives and day-to-day activities.
**Governance, Reporting and Change Management**
+ Support the identification and assessment of current and emerging distribution risks across HNW channels, ensuring these risks are appropriately captured and addressed.
+ Assist in the coordination and management of HNW Distribution & Sales Risk Committee (DSRC), including preparation of materials, tracking of action items, and follow-up on remediation activities.
+ Provide regular updates on distribution and sales risks, issues, and control gaps, escalating where appropriate.
+ Collaborate with HNW Distribution teams and Line 2 Risk and Compliance to support the delivery of initiatives and continuous improvements in the sales quality and control environment.
+ Act as a subject matter resource for HNW Distribution teams in relation to internal policies, frameworks, methodologies, and reporting requirements.
+ Support markets in addressing Line 2 Compliance reviews and Line 3 Audit findings, and track timely and effective closure of Corrective Action Plans (CAPs).
+ Ensure HNW Distribution L1B activities are executed in line with regional standards and timelines.
+ Support and contribute to Distribution risk and Sales quality initiatives and transformation programmes, and pro-actively flag and initiate any required changes to continue enhancing the Distribution risk management.
+ Support any Third-Party risk management requirements as required.
**Data Analytics and Performance Management**
+ Support the development and enhancement of data-driven capabilities to monitor distribution and sales risks, including mis-selling, misconduct, and fraud.
+ Analyse available data sources and reports to identify trends, anomalies, and emerging risks, and escalate insights for action.
+ Assist in building business cases and supporting the rollout and adoption of data analytics tools across HNW channels.
+ Contribute to the production of regular reporting and dashboards for governance forums and senior management.
**Distribution and Sales Controls Effectiveness**
+ Support markets in performing Risk & Control Self-Assessments (RCSA) and Fraud Risk Assessments, providing challenge where appropriate.
+ Assist in establishing and maintaining appropriate mitigating controls in line with Group policies and frameworks (e.g., Conduct Risk Framework).
+ Participate in the design and execution of controls testing and sales quality reviews to assess effectiveness of controls and adherence to processes.
+ Monitor and follow up on control weaknesses, quality assurance findings, and remediation plans with HNW Distribution teams.
+ Support HNW Distribution team in EDD processes aligned to the agreed operating model.
+ Support the review and challenge of training programmes for sales teams and distributors to ensure alignment with risk and quality expectations.
Required Qualifications, Experience and Capabilities
+ 5-8+ years of experience in a distribution, operations, risk & control, audit, or compliance role within the HNW life insurance industry (preferred) or broader financial services industry.
+ Experience in risk governance, controls testing, RCSA, or audit/compliance environments is advantageous.
+ Good working knowledge of distribution models and operations within financial services organizations.
+ Understanding of risk management frameworks, including conduct risk and third-party risk management.
+ Strong analytical skills with the ability to interpret data, identify root causes, trends and risk indicators.
+ Strong interpersonal and communication skills, with the ability to collaborate and influence stakeholders across markets.
+ Strong organization and project management skills, with the ability to manage multiple priorities.
+ High attention to detail while maintaining awareness of the broader risk landscape.
+ Results-oriented with a proactive and solution-focused mindset.
+ Strong critical thinking, problem-solving capabilities and robust decision-making ability, backed up by data and analysis.
+ Comfortable working across multiple time zones and in a regional, matrix environment.
**_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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido