Policy servicing officer

• Manage a full spectrum of policy servicing tasks, including processing alterations, new business applications, and claims, ensuring compliance with regulatory standards, company procedures, and service-level agreements
• Engage in end-to-end project involvement, such as user acceptance testing (UAT) for new systems, product launches, portal enhancements, and process improvement initiatives
• Foster strong collaboration with the Distribution team to resolve request-level issues promptly and maintain smooth operations
• Conduct data validation and cleansing for TR name searches, verify activity reports, and implement necessary corrections
• Address quality control findings by refining workflows, recommending procedural updates, and supporting their execution
• Revise operational manuals, guidelines, and documentation as required to reflect current processes
• Support management in generating reports and communications for internal and external stakeholders

• Bachelor’s degree holder is a must
• 2 years of experience in life insurance operations (Policy Servicing preferred)
• Possess an understanding of investment and insurance products
• Proactive, adaptable, and collaborative with excellent problem-solving and organizational skills
• Fluency in English and Chinese (written and spoken)
• Mandarin proficiency is advantageous
• Proficient in MS Office (Word, Excel, PowerPoint) and Chinese word processing

Mandarin proficiency