Job Description

Role and Context岗位与环境

摘要

1. Assist senior to ensure an efficient and effective Hong Kong policy administration operation协助上级确保香港保单管理工作的高效与有效运作。
2. Perform daily Hong Kong policy administration duties and Department support duties执行日常香港保单管理工作及部门后勤工作。
3. Assist in Hong Kong system enhancement project and ad hoc projects as assigned协助香港业务项目、系统优化项目及分配的临时项目。

KEY TASKS & ACCOUNTABILITIES主要任务及职责

1. Assist manager to manage daily operations of the policy administration team协助经理管理保单管理团队的日常运营。
2. Assist in monitoring the quality of services and operational efficiency协助监控服务质量和运营效率。
3. Assist in establishing policy administration rules, guidelines, workflow and procedures according to Company policies, product specifications, regulations and guidelines协助根据公司政策、产品规格、法规及指引，制定保单管理规则、指南、流程和操作程序。
4. Assist in develop plan for improving operational workflow and procedures of the Life Policy Administration Centre协助制定提升寿险保单管理中心运营流程和操作程序的计划。
5. Perform daily policy alterations, premium administration processing and surrender payout processes执行日常保单变更、保费管理处理及退保支付流程。
6. Respond to inquiries and resolve problems for Customer Services regarding all aspects of policy administration针对保单管理各方面的问题，回应客户服务部的咨询并解决相关问题。
7. Participate in Product or system testing in respect to Life Policy Administration functions参与与寿险保单管理相关的产品或系统测试。
8. Handle policy administration or Life Operations related tasks as assigned by the Department Head处理由部门主管分配的保单管理或寿险运营相关任务。

Need to do工作要求

RELATIONSHIPS关系

Internal内部

All stakeholders in HK (Hong Kong) office, SZ (Shenzhen) and GZ (Guangzhou) office and including Regional unit

包括香港办事处、深圳办事处、广州办事处及区域单位在内的所有相关方

External外部

TRAVEL & OTHER REQUIREMENTS差旅及其他要求

N/A

UALIFICATIONS资历

1. Bachelor Degrees with 3 years related experience拥有学士学位并具有3年相关工作经验。

KNOWLEDGE知识

2. Good knowledge in Hong Kong life insurance products, business operations / processes / workflow熟悉香港寿险产品、业务运营、流程及工作流程。

3. Customer Centric以客户为中心
4. Knowledge of Cantonese is an advantage懂粤语者优先。
   1. Good interpersonal, planning, organizing and analytical skills具备良好的人际沟通、规划、组织和分析能力。
   2. Sound problem solving skill具备良好的解决问题能力。
   3. Self-motivated, independent and able to work under pressure积极主动，能够独立工作，并能承受压力。

Role and Context岗位与环境

摘要

1. Assist senior to ensure an efficient and effective Hong Kong policy administration operation协助上级确保香港保单管理工作的高效与有效运作。
2. Perform daily Hong Kong policy administration duties and Department support duties执行日常香港保单管理工作及部门后勤工作。
3. Assist in Hong Kong system enhancement project and ad hoc projects as assigned协助香港业务项目、系统优化项目及分配的临时项目。

KEY TASKS & ACCOUNTABILITIES主要任务及职责

1. Assist manager to manage daily operations of the policy administration team协助经理管理保单管理团队的日常运营。
2. Assist in monitoring the quality of services and operational efficiency协助监控服务质量和运营效率。
3. Assist in establishing policy administration rules, guidelines, workflow and procedures according to Company policies, product specifications, regulations and guidelines协助根据公司政策、产品规格、法规及指引，制定保单管理规则、指南、流程和操作程序。
4. Assist in develop plan for improving operational workflow and procedures of the Life Policy Administration Centre协助制定提升寿险保单管理中心运营流程和操作程序的计划。
5. Perform daily policy alterations, premium administration processing and surrender payout processes执行日常保单变更、保费管理处理及退保支付流程。
6. Respond to inquiries and resolve problems for Customer Services regarding all aspects of policy administration针对保单管理各方面的问题，回应客户服务部的咨询并解决相关问题。
7. Participate in Product or system testing in respect to Life Policy Administration functions参与与寿险保单管理相关的产品或系统测试。
8. Handle policy administration or Life Operations related tasks as assigned by the Department Head处理由部门主管分配的保单管理或寿险运营相关任务。

Need to do工作要求

RELATIONSHIPS关系

Internal内部

All stakeholders in HK (Hong Kong) office, SZ (Shenzhen) and GZ (Guangzhou) office and including Regional unit

包括香港办事处、深圳办事处、广州办事处及区域单位在内的所有相关方

External外部

TRAVEL & OTHER REQUIREMENTS差旅及其他要求

N/A

UALIFICATIONS资历

1. Bachelor Degrees with 3 years related experience拥有学士学位并具有3年相关工作经验。

KNOWLEDGE知识

2. Good knowledge in Hong Kong life insurance products, business operations / processes / workflow熟悉香港寿险产品、业务运营、流程及工作流程。

3. Customer Centric以客户为中心
4. Knowledge of Cantonese is an advantage懂粤语者优先。
   1. Good interpersonal, planning, organizing and analytical skills具备良好的人际沟通、规划、组织和分析能力。
   2. Sound problem solving skill具备良好的解决问题能力。