Job Reference : ZJ00004868

Policy Servicing Manager - Banking

Job Reference : ZJ00004868
  • 4 - 6 Years
  • Salary Negotiable
  • Permanent / Full Time
  • Not Specified
  • HR Management / Consultancy
  • Banking & Finance
  • Job Description

    • 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)