Operations Lead / Assistant Manager (Life Insurance Brokerage (HNW)

Insurance • Full Time • Admiralty, Hong Kong, HK • HK$ 35,000 - HK$ 40,000 / month • 2d ago

5 years of policy servicing experience in life insurance industry
Fluent English and Cantonese, Mandarin is preferred
Degree holder

Our client, a well established life insurance brokerage is urgently looking for a high caliber candidate to fulfill the above-mentioned position. Details are as followings:

Responsibilities:

Lead and mentor a lean team to execute end-to-end policy servicing tasks for HNW customers with high accuracy, professionalism, and timely turnaround.
Oversee daily operations to ensure seamless and efficient administrative support for Insurance Specialists in Hong Kong and overseas offices.
Handle enquiries from distributors, brokers, and wealth partners; provide quality frontline servicing and escalate complex issues when necessary.
Conduct detailed checks on policy information, system inputs, and application documentation to ensure completeness, regulatory compliance, and error minimization.
Track and report operational metrics such as turnaround time (TAT), productivity, and service accuracy, supporting continuous improvement initiatives.
Ensure all servicing processes comply with regulatory requirements, internal guidelines, and AML/CTF standards.
Participate in ad-hoc projects and system enhancements as required.

Requirements:

Degree holder, professional insurance qualifications are highly regarded.
Minimum 5 years of experience in insurance operations, with at least 1-2 years in a supervisory or team lead role. Experience in Life or HNW insurance operations is a strong advantage.
Solid understanding of policy servicing, operational workflows and regulatory compliance (including AML/CTF).
Native or bilingual proficiency in English and Chinese (both written and spoken). Good command in Mandarin is highly preferred to facilitate communication with overseas offices.
Detail-minded with strong analytical and problem-solving skills.
Ability to multi-task, prioritize, and drive process improvements.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint). Experience with CRM or policy administration systems is a plus.
Immediate availability is highly preferred.

Interested parties, please send your full resume and expected salary to [via CTgoodjobs Apply Now] or call me at 98651323Apply Now.

Personal data will be used for recruitment purpose only.

Similar Jobs

Administrator

Insurance • Full Time • Admiralty, Hong Kong, HK • 1w ago

Insurance Full Time

Handle insurance application processing and follow up Perform policy administration and ongoing maintenance Provide administrative support to the sales channel Key Responsibilities: Handle insurance application processin...

1w ago

Apply

Senior System Administrator – Windows

Insurance • Full Time • Admiralty, Hong Kong, HK • 1w ago

Insurance Full Time

Dynamic and stable company culture Performance bonus / Birthday off A few minutes' walk from subway stations Responsibilities: Windows Server & Infrastructure Administration: Install, configure, and maintain Windows...

1w ago

Apply

Assistant Dealer / Dealer (Futures Dealing)

Insurance • Full Time • Admiralty, Hong Kong, HK • 1w ago

Insurance Full Time

Develop and implement effective client acquisition strategies providing comprehensive support for client acquisition and business development Handle trade execution, operational tasks, client service & performance an...

1w ago

Apply

Customer Services Officer - Pacific Place

Property • Full Time • Admiralty, Hong Kong, HK • 3d ago

Property Full Time

ABOUT THE TEAM A career at Swire Properties is more than just work, it’s a calling. We’re searching for exceptional individuals who want to live and breathe “Creative Transformation” – our distinct mindset and long-term...

3d ago

Apply