Provide one-stop life insurance policy services and drive excellent customer experience;
Handle customer enquiries and / or ad-hoc life insurance policy servicing requests (including but not limited to premium payment, policy reinforcement);
Proactively manage policy lapse;
Act as subject matter expert on life insurance policy services and provide support to frontline (including best practices sharing).
Requirements
University degree, preferably with LOMA, CFMP qualifications or passes in the Insurance Intermediaries Qualifying Examination;
Professional qualification e.g. LOMA or equivalent will be an advantage;
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;
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers.
(Candidates with less experience may be considered as Assistant Policy Servicing Manager)