Policy Service Manager (Life Insurance) - #1125424

We are partnering with a reputable organisation in the insurance and financial services industry to identify an experienced Policy Service Manager to support their policy servicing and administration function. This role is responsible for managing a wide range of policy-related transactions, ensuring service accuracy, regulatory compliance, and a high level of customer satisfaction.

Responsibilities:

• Manage day-to-day policy administration activities within defined service levels and delegated authority.

• Handle a broad spectrum of policy servicing requests such as policy alterations, beneficiary or ownership changes, collateral assignments, surrenders, claims support, and related client inquiries with accuracy, professionalism, and a solution-focused mindset.

• Prepare, review, and analyse policy information including statements, in-force illustrations and servicing documentation for both internal and client usage.

• Maintain complete and accurate records in CRM and policy administration systems, ensuring data integrity and consistency.

• Work collaboratively with internal teams, demonstrating a positive and supportive attitude that contributes to a strong team culture.

• Participate in the review and enhancement of procedures, operational guidelines, and documentation to improve workflow efficiency and control.

• Support ad-hoc initiatives, system enhancements, and project activities as assigned.

Qualifications / Requirements:

• Bachelor’s degree in any discipline; business or related fields preferred.

• 1–3 years’ experience in life insurance policy administration or post-sales servicing. (Additional experience will be considered an advantage.)

• Proactive, fast learner with strong interpersonal skills and the ability to collaborate effectively in a team environment.

• Strong communication skills with proficiency in written and spoken English and Chinese.

• Good command of Microsoft Office applications, including Word, Excel and PowerPoint, as well as Chinese word processing.

If you are keen to explore and have a confidential chat, feel free to share your resume by applying for this role.

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