Manager/ Assistant Manager (Policy Administration), Operations

Performance & Quality Management: Monitor departmental KPIs and oversee daily operations, ensuring service turnaround times (TAT) and quality standards are consistently met; - Resource Allocation: Manage manpower planning and departmental task delegation; proactively track and evaluate work progress; - Team Leadership: Provide problem-solving support, coaching, and comprehensive training to the Policy Owner Service (POS) team; - Regulatory & Compliance Oversight: Ensure all policy administration applications and operational workflows strictly comply with Insurance Authority (IA) regulations, internal compliance, statutory laws, and risk management requirements; - Vendor Management: Manage outsourcing operations by formulating outsourcing strategies, establishing audit/review frameworks, conducting training for outsourced personnel, and closely monitoring overall vendor service quality; - Digital Transformation: Drive the digitalization of policy administration services and spearhead the development and continuous optimization of core system functionalities; - Business Channel Support: Support the business requirements of various distribution channels by optimizing service workflows, delivering training, and reviewing related training materials; - Escalation Management: Handle escalated customer complaint cases; review and approve exceptional cases, appeals, and payment authorizations; - Stakeholder Engagement: Collaborate with distribution channels and bank partners to streamline premium financing and policy assignment (collateral) processes; review and refine Policy Replacement Declaration templates; - Operational Documentation: Develop and review policy servicing guidelines (including Standard Operating Procedures for new products), application forms, and policyholder correspondence. - 監察部門的 KPI 和保全日常業務包括服務時效及質素； - 人力及部門工作分配，追踪保全工作進度； - 為保全團隊解決問題，提供指導和培訓； - 確保所有保全申請及流程符合保監局、合規、法規及風控要求； - 外判業務管理，制定外判計劃、制定審查制度及外判人員培訓，監督外判服務質量； - 推動保全電子化，及核心系統功能開發/優化； - 支持銷售渠道業務需求，優化服務流程，提供培訓及審視培訓材料； - 處理投訴個案; 審批特殊及上訴個案、付費審批； - 参與銷售渠道及銀行夥伴會議溝通，理順保費融資/保單抵押流程; 審視轉保聲明書模版； - 制定/審視保全 (包括新產品)指引、申請表格、保全信函。

Bachelor Degree Holder in Business Administration, Finance, Economics, or a related discipline; - Professional Insurance qualifications (e.g. FLMI/ LOMA) are preferred but not necessary; - Minimum 8 years solid experiences in Policy Administration (life insurance industry is preferred), with at least 3-5 years in a managerial or supervisory capacity; - Good leadership, collaboration and problem-solving skills; - In-depth understanding of Policy Administration, structure of insurance products and regulatory frameworks; - Proficiency in using MS Office (Word, Excel and PowerPoint) - Good command of written and spoken English and Chinese, proficiency in - Putonghua is required. - 擁有工商管理、財務金融、經濟或任何相關學科學位； - 保全相關經驗超過8年，3至5年或以上領導經驗優先； - 具備團隊領導、跨部門協調、問題處理能力； - 了解保單管理、保險產品結構及保監局相關合規要求； - 熟練使用Microsoft Office應用程式（Word、Excel及PowerPoint）。 - 良好中、英文讀寫及會話能力，普通話流利為必須。