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Role Overview:
Responsible for managing the full lifecycle of life policy servicing across diverse carrier networks.
...

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

Role Overview:
Responsible for managing the full lifecycle of life policy servicing across diverse carrier networks.

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

skills
policy admin, policy servicing, life insurance, HNW, policy administration
qualifications
Over 4 years of experience in policy administration
education
Bachelor Degree

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summary

hong kong
HK$20,000 - HK$40,000 per month
permanent
full-time

specialism
insurance
sub specialism
policy admin
reference number
91M0267941_8306013144906334078

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yoyo chun

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(assistant) policy servicing manager, life insurance.

job details

skills

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education

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the application process.

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we’ll give you a call.

getting you registered.

compliance check.

reference and background check.

the perfect job for you.

the interview.

start your new job.

get in touch

yoyo chun

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