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
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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
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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The Role Overview:This role is responsible for supporting the sales consultant and handling documentation for insurance applications, working closely with private banks, family offices, law and tax advisory firms.Key responsibilities:Case Administration: Manage the end-to-end processing of insurance applications, maintaining close coordination with international partners and insurance carriers.Stakeholder Management: Act as the primary operational contact,
The Role Overview:This role is responsible for supporting the sales consultant and handling documentation for insurance applications, working closely with private banks, family offices, law and tax advisory firms.Key responsibilities:Case Administration: Manage the end-to-end processing of insurance applications, maintaining close coordination with international partners and insurance carriers.Stakeholder Management: Act as the primary operational contact,
HK$25,000 - HK$40,000 per month, discretionary bonus
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