Key responsibilities:
- Process Management: Oversee and manage end-to-end policy servicing workflows involving multiple insurance carriers.
- Reporting & Analysis: Execute quarterly cash value updates and meticulously prepare annual policy review documentation and packages.
- Stakeholder Support: Deliver accurate, prompt, and professional assistance to internal consultants, policyholders (clients), and external banking partners.
- Maintain accurate records of changes to in-force policies in the system.
Key requirements:
- Diploma holder or above
- Over 4 years of experience in policy administration
- Familiar with life insurance products
- Strong organisational skills with the ability to manage multiple priorities effectively.
- Good command of both English and Chinese
