Major Responsibilities:

• Supervise and coach subordinates in daily operation to ensure the team meets service standard and quality in all PA processing;
• Monitor daily work performance of the team to ensure smooth running of daily operations;
• Handle service enquiries and complex enquiries / special requests from Branches / Insurance Service or Customer Services department, including carrying out investigation and providing feasible solutions;
• Provide inputs to the operation procedures, systems and practices, identify issues and suggest effective ways to streamline procedures;
• Provide inputs to the Operation / Procedure / Life Insurance Service Manuals to ensure new guidelines and procedures are updated;
• Draft user requirements on system enhancement / new product as assigned;
• Review PA forms and correspondence as per new requirements adopted and coordinate with the vendor/ITS on the Form Development;
• Conduct briefing to PA staffs to ensure well understand of the new operation procedures and guidelines;
• Support new product implementation by giving advice on policy administration guidelines & procedures;
• Handle policy service requests including policy value withdrawal, CFI, policy surrender, policy loan, PPF deposit and withdrawal, financial changes, Investment Linked financial alterations, TM policy lapsation;
• Follow up on problem renewal payment cases and take care on issue the illustration documents manually on special policy (e.g policy with PUA dividend option);
• Handle old BEA Staff Mortgage policy, CPD, WP claim follow up;
• Perform quality check on reports, notices & correspondence;
• Perform AML / PEP checking, FATCA / CRS due diligence;
• Prepare UAT test plan and perform UAT as assigned;
• Monitor Data Cleansing quarterly.

Job Requirements:

• F.7 or Degree Holder;
• 5 years relevant experience in Individual Life Policy Administration with at least 2 years supervisory experience;
• Good in people management, presentation and leadership skills;
• Good command of both spoken & written English & Chinese;
• Good analytical an problem solving skills;
• Able to work under pressure and independently;
• Positive and able to motivate staffs to achieve team objective;
• Customer focused and service-oriented;
• Qualification in FLMI is preferable. Cleansing quarterly.

We offer excellent career prospects and attractive remuneration package to the right candidate. Please mark "Private & Confidential" on the envelope/e-mail in submitting your full resume covering specific achievements, availability, present and expected salary to HR Department of BEA Life Limited, 29/F, BEA Tower, Millennium City 5, 418 Kwun Tong Road, Kwun Tong, Kowloon.

Personal Data provided by applicants will only be used for recruitment purposes and be treated in accordance with the Company's Privacy Policy Statement, which is available on our website. Applicants who are not invited for interview within six (6) weeks may consider their application unsuccessful. The Company will retain their applications for a maximum period of six (6) months and may refer suitable applicants to other vacancies within the Company.