Manager, HNW Policy Admin

The Manager, HNW Policy Admin manages and executes end‑to‑end policy servicing tasks for High Net Worth (HNW) customers, ensuring accuracy, professionalism, and timely delivery. The role supports a customer-centric approach within a fast-paced environment, contributing to the organisation’s service excellence.

About the Company
Our client operates within the life insurance sector, specialising in serving HNW clients. The organisation values precision, regulatory compliance, and delivering quality service to its high-net-worth customer base.

Role Overview
The Manager, HNW Policy Admin, leads policy servicing activities, handles enquiries from distributors, brokers, and wealth partners, and prepares and verifies policy-related documents such as endorsements and amendments. The role involves detailed data checks to ensure compliance, tracking operational metrics, and supporting continuous improvement efforts. The position reports to senior management and works closely with junior team members to ensure service standards are met.

Key Skills & Experience

• Manage end-to-end policy servicing tasks for HNW clients with high accuracy and professionalism.
• Handle enquiries from distributors, brokers, and wealth partners, providing quality frontline service.
• Prepare, verify, and process policy-related documents such as endorsements, amendments, and reinstatements.
• Conduct detailed checks on policy information, system inputs, and documentation to ensure compliance and minimise errors.
• Track and report operational metrics including turnaround time, productivity, and service accuracy.
• Ensure all servicing processes comply with regulatory requirements, internal guidelines, and AML/CTF standards.
• Possess 8 to 10 years of experience in policy servicing functions of life insurance.
• Knowledge of HNW servicing, such as handling premium financing and HNW product features, is advantageous.
• Experience in servicing international brokers.
• Demonstrate strong verbal and written communication skills.
• Maintain strong attention to detail, problem-solving, and analytical skills.
• Be customer-focused, proactive, and capable of multitasking in a fast-paced setting.
• Show willingness to mentor and coach junior members.
• Proficient in MS Office; familiarity with insurance systems or digital servicing platforms is a plus.

Nice to Have

• Knowledge in HNW servicing, such as handling premium financing and HNW product features.
• Experience servicing international brokers.
• Familiarity with insurance systems or digital servicing platforms.

Key Responsibilities

• Support and execute end-to-end policy servicing tasks for HNW customers.
• Handle inquiries from distributors, brokers, and wealth partners, providing frontline service.
• Prepare, verify, and process documents including endorsements, amendments, and reinstatements.
• Conduct detailed checks on policy data, system inputs, and documentation to ensure compliance.
• Track, report, and support activities to improve operational efficiency and service quality.
• Ensure all servicing activities adhere to regulatory standards, internal policies, and AML/CTF guidelines.

Requirements

• Right to work in Hong Kong.
• 8 to 10 years of experience in policy servicing functions of life insurance.
• Knowledge of HNW servicing such as handling of premium financing and HNW product features is advantageous.
• Experience in servicing international brokers.
• Proficient in MS Office; familiarity with insurance systems or digital servicing platforms is an advantage.
• On-site working environment.
• Employment type: Asia Permanent.
• Job duration: 2 weeks.
• Start date: 04/08/2026.

If you have the relevant skills and experience, please apply with an updated CV.