Sun Life

Director, MCI Broker & Agency Solutions

Hunghom, Kowloon, Hong Kong Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Responsibilities
The role will lead the team and overseeing all operational service support, including underwriting, policy administration, claims and product enquiries for MCI Brokers and Agency channels.
 

Control and Monitoring

Establish and maintain robust controls to ensure sufficient information and documentation are obtained from clients for case management and review, from onboarding through to in-force policy management. Ensure all underwriting and client due diligence requirements are met.

Relationship Management

Build and maintain strong relationships with the sales channel to facilitate business operations, support product and proposition development, and deliver training and workshops as needed.

Process Improvement and Transformation

Identify and implement process streamlining, digitalization, and service improvement initiatives to enhance operational efficiency.

Regulatory compliance

Ensure all operational processes comply with the latest regulations and laws by keeping operation manuals and guidelines up to date

Performance Monitoring

Monitor all key performance indicators (KPIs) and key risk indicators (KRIs), ensuring turnaround time (TAT) are met and enabling senior management to track progress across all key operational aspects of the business.  

Requirements

  • Bachelor’s degree in business, finance, insurance or related discipline

  • 10 years or above relevant case management work

  • Extensive experience in managing Jumbo case and MCI business case

  • Strong expertise in anti-money laundering (AML) practices, jumbo case management, and supporting sales channel 

  • Comprehensive understanding of insurance law and compliance matters

  • Proficient in spoken and written English, with fluency in Mandarin

  • Proficient expertise in MCV business is preferred

  • Fellow, Life Management Institute

We offer 5-day work, attractive salary, MPF, group life and group medical insurance and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only used for recruitment purpose.)

Job Category:

Customer Service / Operations

Posting End Date:

25/11/2025