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Manulife Financial

Global financial services: insurance and investments

Assistant Manager - Sales Support

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeHong KongNo salary listedHybrid

About the Job

Requirements

  • A degree is required.
  • At least 5 years of work experience in the life insurance industry is required.
  • Strong personal-computer skills, including Excel formulas such as XLOOKUP, SUMIFS, COUNTIFS, IF/AND/OR, and dynamic arrays such as FILTER, SORT, and UNIQUE.
  • Ability to build dynamic Pivot Tables for summarization and aggregation.
  • Ability to use Data Validation rules and Conditional Formatting logic for data auditing.

Responsibilities

  • Provide comprehensive administrative support for the Bancassurance sales team, including managing overdue premiums, policy lapses, surrenders, routine policy maintenance services, and sales figure updates for banca sales team members.
  • Check insurance application documents for completeness and accuracy before transactions.
  • Assist with the BFNA digitization project and insurance application e-submission.
  • Distribute sales reports to the BU for sales teams.
  • Review insurance applications for accuracy and compliance.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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