Policy administration manager, HSBC

HSBC

Location:
Hong Kong, Mongkok

Category:
Insurance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank, committed to serving customers with a full spectrum of insurance products and optimized service excellence.

Job Responsibility:

Recommend policy and general guidelines for policy administration so as to ensure a smooth and efficient operation of the support services
Ensure all activities are delivered in accordance with the procedures and service standard and the business operates in accordance with Group and regulatory compliance and with robust internal control
Monitor and analyze servicing requests to identify trends and areas for improvement
Prepare and present regular reports on policy servicing activities in governance forum
Assist the manager to formulate and develop strategies related to policy administration in order to get client satisfaction through continuous improvement
Monitor the changes and improvement in policy related administration and operation
Ensure the administrative services provided are in good quality and can meet client satisfaction
Coordinate with internal departments to ensure seamless policy servicing and resolution of issues identified
Develop and implement processes to improve efficiency and effectiveness of policy administration support
Support projects focused on delivering Digital Servicing capability with Core Capability Solution from Group Insurance to enhance customer experience
Arrange and provide training to internal team members as well as external parties such as frontline staff/coordinators
Initiate system enhancement for business growth and enhance service efficiency
prepare user requirement and assist in UAT
Perform balance sheet reconciliation and substantiation of ledger accounts related to insurance policy on regular basis
Conduct exceptional reporting, investigate and resolve discrepancies

Requirements:

University degree, preferably with LOMA, CFMP qualifications or passes in the Insurance Intermediaries Qualifying Examinations
Minimum of 8 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
Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

Nice to have:

Fluency in Putonghua
Experience in customer service

What we offer:

Dynamic working environment
Good career development opportunities
Competitive compensation packages

Additional Information:

Job Posted:
September 04, 2025

Expiration:
September 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Policy administration manager