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Officer, Customer Service (Policy Administration)

Transamerica Life (Bermuda) Ltd.

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2019-02-22
  • Career Level:Entry Level
  • Location:Quarry Bay
  • Yr(s) of Exp:2 years
  • Qualification:Matriculated
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Others:Full Time, Permanent
  • Job Function:Claims Officer  Others  Account Servicing  

Job Description

Report to Senior Manager, Customer Service & Claims, this role exists to handle Direct Marketing (DM) policy servicing transaction and deliver quality customer service. The key result indicators for this role are: 

  • Handle DM policy servicing transaction independently and within target turnaround time
  • Handle DM enquiry from internal and external customer through different means of contact
  • Report and escalate any daily operations issues and propose improvement changes for management review

 

Responsibilities

  • Handle financial and non-financial Direct Marketing policy servicing transactions in administration system in complying to the process guidelines, target turnaround time
  • Report and escalate the daily operations issues to team leader and further propose any improvements for management review.
  • Collaborate with business partner or different internal team to deliver quality customer service
  • Record policy transaction and enquiry for management reports
  • Handle customer/business partner/regulator enquiry through different means, such as walk in, phone, fax, email, etc., to deliver excellent customer service
  • Participate in service enhancement or ad hoc projects
  • Being a team player to back up other functions for service continuity purpose

 

 Required Qualifications

  • Associate Degree or equivalent qualification
  • Holder of IIQAS, LOMA, ANZIIF(Sr. Asso.) qualifications or other related professional/insurance status is an advantage
  • Minimum 2 years of experience in Insurance industry
  • Knowledge in Direct Marketing products
  • Knowledge of System processing skills
  • Proficient in Microsoft Office Excel & Word
  • Proficient in written and spoken English and Mandarin
  • Good problem solving skills
  • Customer-oriented with excellent interpersonal and collaboration skills 

 

TO APPLY

For interested candidates, please click "Apply Now" to submit your application.

We offer attractive remuneration package including performance bonus, 5-day work week, fringe benefits (medical, dental, life insurance), regional exposure and good career prospect to the right candidate.

Personal data collected will be used for recruitment purposes.

 

Personal data of unsuccessful applicants may be retained up to two years only.

 

Aegon Asia provides equal employment opportunities for employees and applicants throughout the employment lifecycle, including recruitment and selection, promotions, transfers, training and development, compensation and benefits, performance management, disciplinary procedures, Company-sponsored social and recreational programs and termination. No one will be discriminated against because of race, color, religion, sex, age, national origin, sexual orientation, gender identity, pregnancy, family circumstances, physical or mental disability, marital status, participation in the uniformed armed services or any other status protected by law.

Company Info

Transamerica Life Bermuda (TLB)

Founded in 1906, Transamerica is one of the world’s leading financial services companies with over 100 years of history. Transamerica Life (Bermuda) Ltd. (Transamerica Life Bermuda) was established in 2005 and its full-service branches opened in Hong Kong and Singapore in 2006.

Transamerica Life Bermuda is a leading High Net Worth insurance provider, dedicated to offering life protection to High Net Worth individuals, families and businesses across Asia and beyond. With over 80 years of heritage in Asia, we offer innovative insurance solutions that help customers protect their wealth legacies and preserve their hard-earned assets for generations to come. Our aim is to deliver exceptional service and powerful solutions that protect and perform at the highest possible level. 

Transamerica Life Bermuda is a wholly-owned subsidiary of the Transamerica Life Insurance Company and part of the Aegon Group.

http://www.transamericalifebermuda.com/

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