Senior Manager, HNW Operations (Agency & Broker)
Core
Providing specialist operational and underwriting support for complex High Net Worth insurance cases across Agency and Local Broker channels.
Role type
Senior Manager, HNW Operations
Builds
Operational efficiency and service quality for HNW clients and distribution partners
Domain
Insurance / High Net Worth / Underwriting
Deliverable
client delivery
Required skills
pre-underwriting assessment, complex case coordination, financial evidence verification, ownership structure analysis, source of wealth assessment, customer due diligence, regulatory compliance monitoring, process improvement, stakeholder management, risk escalation
Preferred skills
Mandarin proficiency, FLMI or equivalent insurance qualification
Technologies
None stated
Responsibilities
Review large premium, high sum assured, keyman, trust, and premium financing applications; Serve as operational contact for Agency and Local Broker partners; Support underwriting-focused training and knowledge-sharing; Monitor key operational and risk indicators; Prepare case observations and improvement recommendations
Seniority
Senior, hands-on IC with team coordination