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:

Sun Life International (SLI) deliver innovative offshore life insurance solutions to High Net Worth (HNW) Clients around the world. We are a diverse team of best-in-class industry experts who are passionate about our Clients and the work we do for them.  

SLI are part of its international HuBS HNW organization. HuBS combines our Hong Kong (HK), International (Bermuda) and Singapore businesses. This allows us to capitalize on our market-leading capabilities across this network to serve our Clients better and make our business stronger. SLI is based in Bermuda and partners with international HNW brokers and private banks who advise on and sell offshore solutions. 

We are on a journey to be a scalable, nimble, client centric organization, with a sustainable business model to meet current client expectations and respond to future market expectations. The Partner Program is a key element of being a client-centric organization and in offering bespoke solutions and services to our broker partners – it will be the internal bridge between Distribution, Underwriting, and Operations and its team members will be the key points of contact for our broker partners in ensuring that business gets placed, cases are closed, and issues are resolved. 

At Sun Life, we are always looking for the best talent.  Join our growing team, and let’s write the Sun Life story together!

Reporting to the Director, Partner Program, you will be responsible for enhancing key Sun Life International broker relationships and working effectively with SLI Underwriting, Distribution, Operations, Finance, and Claims teams to deliver outstanding service. Based in Hong Kong, you will be the front-facing liaison for all broker needs across our Sun Life International businesses. As your role will focus on administrative support to present a seamless experience for the broker, your role and responsibilities will focus on these tasks:

Delivery and Execution

Anticipate the service needs to provide best-in-class broker service and prevent escalated challenges.Use prompt problem solving skills to manage and resolve complex issues, proactively address key risks, and serve as an escalation point for key issues.Maintain tracking of all service and Operations deliverables for external partners.Provide visibility into status of all transactions.Collaborate with team members across HuBS demonstrating flexibility and excellent communication skills across our geographies.  

Stakeholder Management

Proactively engage with the Directors of Operations, Distribution, Compliance, Legal, and Finance across SLI, through monthly reviews and proactive, timely issue resolution, and to understand business needs and provide transparency within the Partner Program.Ensure brokers and stakeholders are informed of key issues, risks, and interdependencies.Proactively stay in touch with internal and external partners to maintain an understanding of new developments in their areas and identify opportunities for collaboration. 

Communication and Relationship Management

Deepen relationships at multiple levels of broker organizations.Build strong sustainable relationships through effective, efficient, and proactive management services.Establish, maintain and manage weekly meetings to keep internal & external audiences informed on their priorities and interestsTailor both written and verbal communication to the audience and situation; maximize buy-in and establish productive working relationships. Effectively communicate and influence senior internal and external audiences in a clear, compelling, and concise manner. Fluent English skills required. Strong Mandarin or Cantonese an asset.

Measurement and Tracking

Collaborate within the team to increase satisfaction levels and build transparency.Work effectively with a triage and workflow system that is accessible to Distribution, Underwriting, and Operations.With SLI Partners, help to enhance the broker portal so that brokers can view transaction status in real time.Manage issues, stay connected, and help with overall operational service levels.Increase the value of service excellence, contributing to the overall broker experience, satisfaction, and loyalty.

What do you need to succeed? 

Domain expertise  

Bachelor’s degree or equivalent experience, preferably with emphasis in a relevant discipline (Business Administration, Management, etc.)10 years of relevant experience in the Client Services Environment.Strong knowledge of sales, distribution, wealth, and insurance – experience in the UHNW and HNW Life Insurance Industry would be a distinct advantageWealth management experience is an asset.Experience conducting business internationally.Knowledge of regulatory landscape.Strong knowledge of the Microsoft Office Suite (Word, Excel, PowerPoint, etc.)Digital competence.

Strategic Thinking and Analytical Skills  

Excellent presentation skills with the ability to influence and motivate others through group presentations and/or individual interactions.Strong analytical, research, and problem-solving skills.Ability to turn complex issues into comprehensible solutions.Ability to think outside the box.Ability to engage, influence and build strong relationships with external partners.

Corporate Experience 

Familiarity with the financial services or insurance or private banking sectors and conducting business as part of a prestigious global business.Proven track record of building strong internal and external relationships.

Mindset and Behaviors  

Exceptional service orientation.Will champion all facets of the SLI Partner Program and align with its mission & valuesResilience to handle complaints and demanding requests.Ability to pivot/adapt quickly to the change in needs and demands.Capable of making sound decisions, balancing business and broker needs.Competence to work effectively with leaders and functions across the organization.Willingness to work non-standard hours, to liaise with other Sun Life offices located in other time zones.Values diversity and inclusion and works hard to build an inclusive and respectful workplace.

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 be used for recruitment purpose).

Job Category:

Sales - Client Relationship Management

Posting End Date:

30/03/2025