Max Lui
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Max Lui Email & Phone Number

Financial Planning Manager at Manulife at Manulife
Location: Hong Kong Sar, Hong Kong 2 work roles 2 schools
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Current company
Manulife
Role
Financial Planning Manager at Manulife
Location
Hong Kong Sar, Hong Kong
Company size
25873 employees

Who is Max Lui? Overview

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Quick answer

Max Lui is listed as Financial Planning Manager at Manulife at Manulife, a with 25873 employees, based in Hong Kong Sar, Hong Kong. AeroLeads shows a matched LinkedIn profile for Max Lui.

Max Lui previously worked as Financial Planning Manager at Manulife and Agent/ IFA CS Advisor at Aia. Max Lui holds Master Of Arts In Language Studies, Linguistic, Comparative, And Related Language Studies And Services, Credit from City University Of Hong Kong.

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Email format at Manulife

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Manulife

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Profile bio

About Max Lui

Good command of insurance knowledge, including products knowledge, underwriting, POS and claim procedures, to ensure accurate and fastest application and quick follow-up. Expertise in the use of premium financing to release cash flow and multiple the returns of cash value.

Current workplace

Max Lui's current company

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Manulife
Manulife
Financial Planning Manager at Manulife
toronto, ontario, canada
Website
manulife.com
Employees
25873
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2 roles

Max Lui work experience

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Financial Planning Manager

Current
Manulife

2019 Super Star of the Year (Rookie) -Top Case of 8502Qualified for IIQE licenses 1-5 Target clients: individual and commercial especially business ownersExpertise in the use of premium financing, SME loan, BUD fund to release cash flow and multiple the returns of cash value.General insurances: Motor insurances (汽車保險); Domestic helper insurances (家傭保險); Classiest Insurances (勞工保險); Multimodal Freight Liability Insurance (倉保）; Pets insurances (寵物保險), Employer's MPF (僱主強積金), Group medical insurances (團體保險)Individual insurances: Savings insurances; Hospital and surgical insurances; Critical illness insurances; Investment link products, tax deductible products; MPF

Nov 2018 - Present

Agent/ Ifa Cs Advisor

Aia

Hong Kong Sar

Handling agent’s inquiries via phone calls- Underwriting (UNI): Cross-checking and advising agents/ brokers of the policies according to AML, financial underwriting, medical underwriting, compliance guidelines for life, medical and accident insurances.- Claims: Advising agents/brokers of the claim procedures and the reimbursement based on the contract terms.- POS: advising agents/brokers of different kinds of payment methods for HK/ non-HK/ mainland policy holders; checking and allocating payment transactions for customers.Investigating cases and send emails to negotiate with internal parties on the grey area of different scenarios based on the guideline, procedures or contact terms.Seeking empowerment to see if any solution for dead-end cases.Monitoring the highlighted cases and reverting the results to agents/ brokers.

Nov 2015 - Nov 2018
Team & coworkers

Colleagues at Manulife

Other employees you can reach at manulife.com. View company contacts for 25873 employees →

AB Armela B. Armela B. Colleague at ManulifeHinigaran, Western Visayas, Philippines View → CR Criselle Ragasa Criselle Ragasa Colleague at ManulifePhilippines View → KN Kenny Ng Kenny Ng Colleague at ManulifeSingapore View → JR Jerry Roxas Jerry Roxas Colleague at ManulifePasig, National Capital Region, Philippines View → LG Louise Gagnon Louise Gagnon Colleague at ManulifeSainte-Catherine, Quebec, Canada View → BK Belle21 Kuptanond Belle21 Kuptanond Colleague at ManulifeBangkok, Bangkok City, Thailand View → MA Margareth Andrea Almonte Margareth Andrea Almonte Colleague at ManulifeCaloocan City, National Capital Region, Philippines View → BL Bienvenido Lim Bienvenido Lim Colleague at ManulifePhilippines View → CW Carson Wong Carson Wong Colleague at ManulifeXuhui District, Shanghai, China View → PN Paul Niño Leyran Meim Paul Niño Leyran Meim Colleague at ManulifeMetro Manila, Philippines View →
2 education records

Max Lui education

Master Of Arts In Language Studies, Linguistic, Comparative, And Related Language Studies And Services, Credit

City University Of Hong Kong

Activities and Societies: Judo Club

Bachelor Of Arts (Hon) In English For International Corporate Communication, Language, Credit

Univerity Of Central Lancashire

Activities and Societies: Judo Club

FAQ

Frequently asked questions about Max Lui

Quick answers generated from the profile data available on this page.

What company does Max Lui work for?

Max Lui works for Manulife.

What is Max Lui's role at Manulife?

Max Lui is listed as Financial Planning Manager at Manulife at Manulife.

Where is Max Lui based?

Max Lui is based in Hong Kong Sar, Hong Kong while working with Manulife.

What companies has Max Lui worked for?

Max Lui has worked for Manulife and Aia.

Who are Max Lui's colleagues at Manulife?

Max Lui's colleagues at Manulife include Armela B., Criselle Ragasa, Kenny Ng, Jerry Roxas, and Louise Gagnon.

How can I contact Max Lui?

You can use AeroLeads to view verified contact signals for Max Lui at Manulife, including work email, phone, and LinkedIn data when available.

What schools did Max Lui attend?

Max Lui holds Master Of Arts In Language Studies, Linguistic, Comparative, And Related Language Studies And Services, Credit from City University Of Hong Kong.

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