Policy Administration (Assistant) Manager, Life Insurance

The role involves processing policy changes, reviewing documentation, and ensuring all transactions are completed accurately and within service standards. The incumbent will work closely with internal stakeholders to resolve servicing issues, maintain compliance with regulatory and company requirements, and contribute to process improvement initiatives that enhance operational efficiency and customer experience.

Responsibilities

• Manage end-to-end policy servicing activities including policy amendments, endorsements, reinstatements, ownership changes, beneficiary updates, and other post-issuance transactions.
• Review, validate, and process policy service requests accurately and within agreed service standards.
• Perform policy and documentation checks to ensure data integrity, operational accuracy, and regulatory compliance.
• Monitor operational performance indicators, including turnaround time, service quality, productivity, and error rates.
• Ensure policy servicing processes comply with company policies, regulatory requirements, and risk management standards.

Requirements

• Bachelor's degree in Business Administration, Insurance, Finance, or related disciplines.
• Minimum 4 years of experience in policy administration, policy servicing, or customer operations within the life insurance industry. Candidates with more experience will be considered for Manager level, while those with relatively less experience may be considered for Senior Officer level.
• Strong understanding of life insurance products, policy life-cycle management, and insurance operations.
• Familiarity with Hong Kong insurance regulations, compliance requirements, and operational risk controls.
• Strong communication and stakeholder management skills with experience handling intermediary or distribution partner enquiries.
• Detail-oriented with strong analytical, problem-solving, and case management capabilities.