Senior Manager, High Net Worth Business Development
1 month ago
About FWD Life Insurance Corporation
FWD Life Insurance Corporation is a leading pan-Asian life insurance business with a strong presence in 10 markets. With over 11 million customers, we are committed to making the insurance journey simpler, faster, and smoother. Our innovative approach and easy-to-understand products are supported by digital technology, enabling us to deliver exceptional customer experiences.
The Role
- Support the growth of our High Net Worth business through strategic partnerships with distribution channels, including Brokerage and Bancassurance.
- Lead a team of case managers to deliver exceptional HNW business case management services to our business channels.
- Be a subject matter expert, providing support to internal and external stakeholders, and ensuring a smooth process for new business, policy servicing, and assignment documentation.
- Streamline internal workflows with departments to ensure efficient processing of new business, policy servicing, premium, and policy financing matters.
- Discuss and negotiate with relevant parties to resolve issues and ensure a seamless customer experience.
- Maintain accurate records and generate status reports as needed to inform management and team heads.
- Support and back up our business channels, including brokers, as assigned by the team head.
- Develop tasks and initiatives assigned by the team heads to drive business growth and improvement.
The Ideal Candidate
- Hold a degree in business or a related field.
- Have at least 8 years of relevant experience in life insurance functions, with HNW experience highly recommended.
- Possess a high level of business sense, risk awareness, sales quality, and compliance awareness.
- Be open-minded and able to manage multiple channels.
- Have a strong sense of responsibility and job ownership.
- Have a deep understanding of life insurance products and operational flows.
- Be fluent in both written and spoken English and Chinese.
- Have proficiency in PC skills, including Excel, Word, and PowerPoint.
We offer a competitive package, including 5-day work, 20-22 days annual leave, and excellent learning and development opportunities. We are an equal opportunity employer and do not discriminate on the basis of race, sex, disability, or family status in the employment process. Information collected will be treated in strict confidence and used solely for recruitment purposes.
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