Manager I, High Net Worth Case Management
Sun Life
📍 Hong Kong, Kowloon, Hong Kong
Job Description
Job Description
:Provide High Net Worth (HNW) clients, brokers and their relationship managers a high level of active day-to-day customer services in all interactions with Sun Life Insurance.
Responsibilities
Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirements
Ensure effective process efficiency, policy insurance & renewal, client relations, and claims administration of cases and undertake other duties as may be required
Reviewing all applications involving a wide variety of insurance needs and unique personal circumstances of the client, to ensure that clear and necessary information is provided
Handle premium financing and policy assignment requests for policy pledging by ensuring all requirements including the affordability test and financial evidence requirements sa...