Job Description

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 chann...
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