崗位職責

Recommend policy and general guidelines for policy administration so as to ensure a smooth and efficient operation of the support services
Assist the manager to formulate and develop strategies related to policy administration in order to get client satisfaction through continuous improvement
Monitor the changes and improvement in policy related administration and operation
Ensure the administrative services provided are in good quality and can meet client satisfaction
Enhance and improve overall communication with other department in providing policy administrative services
Ensure all activities are delivered in accordance with the procedures and service standard and the business operates in accordance with Group and regulatory compliance and with robust internal control
Arrange and provide training to internal team members as well as external parties such as frontline staff/coordinators in matters concerning policy servicing for upholding of a professional servicing team as well as effective communication with different sales channels
Initiate system enhancement for business growth and enhance service efficiency; prepare user requirement and assist in UAT
Perform balance sheet reconciliation and substantiation of ledger accounts related to insurance policy on regular basis. Conduct exceptional reporting, investigate and resolve discrepancies by collaborating with stakeholders (finance, operations, IT, etc) to ensure fulfillment of internal and external guideline and regulatory requirement
Offer administrative assistance, such as managing payments, letters, cheques and hold-letters arrangement

任職要求

University degree, preferably with LOMA, CFMP qualifications or passes in the Insurance Intermediaries Qualifying Examinations
Minimum of 5 years’ relevant experience in life insurance industry, with exposure in insurance policy administration and customer service a definite advantage
Knowledge of life insurance products and solid understanding of insurance operations
Strong service orientation, with good interpersonal and communication skills
Proficiency in both English and Chinese, with fluency in Putonghua an advantage
Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

工作方式：混合辦公
截止日期：2023-12-31
地點：香港旺角

Assistant Policy Administration Manager - Hang Seng Bank (HK) 助理政策行政經理

滙豐銀行