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Sr Manager/Manager (PENSIONS Admin/Compliance, LIFE Policy Admin/Proposition/Distribution/CS)

Polaris Consultancy Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2022-07-10
  • Career Level:Senior
  • Location:Not Specified
  • Yr(s) of Exp:7 years
  • Qualification:Degree
  • Employment Type:Full Time
  • Job Function:Insurance  Underwriter  Others  Banking / Finance  Order Processing & Operation / Settle

Job Description

Polaris Consultancy Limited reaches 23rd Anniversary.

  **Visit our Website: http://www.polariscl.com.hk/ for job details.   

On behalf of clients, we are seeking high calibre candidates for the following:   

Positions: Sr Manager/Manager (PENSIONS Admin/Compliance, LIFE Policy Admin/Proposition/Distribution/Customer Service)


Positions offered would be depending on the qualifications and experience of the candidates.     

RESPONSIBILITIES:    

To execute any of the following job functions:  

a).   Senior Manager/Manager (Pensions Administration)

  • Manage a team of employee ensuring MPF operation team provides accurate and timely service aligning with business and regulatory requirements.
  • Manage and drive team productivity to achieve/exceed the respective service level agreement. 
  • Streamline the workflow so as to improve efficiency and effectiveness, improving client service and compile with statutory requirement.
  • Develop, coach and provide development opportunities for team members.

b).  Assistant Manager (Compliance)

  • Assist the Senior Compliance Manager to oversee and implement compliance control on pension administration and execute compliance program
  • Work with Business Unit to ensure compliance with applicable regulations and corporate requirements and provide strategic advice
  • Support on compliance reporting to internal stakeholders
  • Ad hoc compliance projects

c).   Senior Proposition and Partnership Manager

  • Take lead of proposition development and medium-long term strategic roadmap of digital initiative
  • Be the champion of partnership development and business cases formulation
  • Lead a small team, covering research & insights, UXUI design, and proposition development functions
  • Formulate a seamless user journey and intuitive interface design of digital initiative
  • Stay abreast of the latest digital and innovation deployment and the latest regulations change in the fintech/ insurtech space
  • Oversee and facilitate digital product development when required

d).  Policy Administration Manager/Assistant Manager

  • Be responsible for quality management, operating procedure streamlining and preparation of management reports for Policy Administration Department
e).  Customer Services Manager 

  • Assisting in various initiatives in aligning with company's strategic development for excellent customer experience and operational efficiency

f).   Corporate Distribution Manager

  • To provide account services to existing institutional partner on corporate life insurance products,
  • Developing and promoting new corporate insurance product
  • Providing support to the departmental operation.

g).  Agency Development Manager

  • To assist the department head to devise the business development strategies,
  • Monitor agency production progress
  • Maintain the sales momentum of agency force,
  • Execute recruitment project to recruit more high profile candidates,
  • Coordinate different agency events and meeting with different internal departments.

h).  Underwriting Manager

  • Reporting to Department Head, the incumbent will be responsible for:
  • Perform underwriting assessment on new business application and review suggest cases from underwriters, including large amount and complex cases
  • Assist to monitor and manage underwriting performance standard
  • Review and recommend the current workflow and systems to ensure consistency of underwriting decisions is comply with the Company’s operation guidelines
  • Maintain relationships with and delivers quality customer services to internal and external stakeholders
  • Participate in the product development cycle in giving comments and advice from underwriting perspective
  • Assist to develop and coach underwriters

i).  Case Management Manager

  • Reporting to the Head of Underwriting and New Business
  • To provide best-in-class services to premium clients
  • To provide case management support to the internal and external working partners to facilitate the business process.

REQUIREMENTS:     

A.  General Requirements 
  • Degree holder in BBA, diploma or related disciplines, financial qualifications (e.g. LOMA, ACS, IIQE paper 1, 2, 3 and 4).
  • Good working knowledge of insurance and investment products.
  • Able to work under high pressure with professional business acumen
  • Highly adaptable to changes with a flexible and positive working attitude
  • Good analytical skills with sensitivity to figures
  • Excellent presentation, interpersonal & negotiation skills
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient level of copy-writing and collateral production knowledge
  • Project management skills and the ability to work with multiple teams
  • Handle ad-hoc assignments  

B.  Experience Requirements  

a).  for Senior Manager (Pensions Administration) requires at least 10 years’ experience in pension industry, a deep and thorough understanding about the MPF business and operation, as well as the prevailing regulations that could have an impact to the operation.

b).   for  Assistant Manager (Compliance) requires at least 5 years of experience or an equivalent combination of education and experience. Preferably in the field of Pension/MPF/Insurance.  Knowledge of Hong Kong legislation, especially MPF, ORSO, AML and PDPO regulations.


c).  for Senior Proposition and Partnership Manager requires at least 8 years of relevant experience in digital insurance/ proposition formulation/ strategic partnership development experience, have sufficient knowledge and experience in customer and stakeholder centric approach for proposition formulation.

d).   for  Policy Administration Manager/Assistant Manager requires 7 years or above policy administration experience in life insurance industry with 3 years managerial experience

e).  for Customer Services Manager requires professional insurance qualifications (FLMI, ACS), with at least 6 years or above working experience and preferably 3 years at supervisory level in life insurance with solid customer relationship management experience, excellent customer-service mindset with effective interpersonal and communication skill.

f).  for  Corporate Distribution Manager requires professional insurance qualification (e.g. FLMI or CFP). With minimum 3 years business development experience with focus on life insurance products

g).  for Agency Development Manager requires at least 7 years working experience preferably in life insurance industry, positive, target-oriented, passionate and energetic.

h).  for Underwriting Manager requires 8 years of underwriting experience in life insurance company, with project handling experience.

i).  for Case Management Manager requires 7 years relevant working experience preferably gained from banking or insurance industry.

Note: Positions offered would be depending on the qualifications and experience of the candidates.  

**Tel: 25811913** 
Visit our website:  http://www.polariscl.com.hk/ for more job details. 

Application Method
Quoting job title by sending Word resume to: 
Teresa Choy
Polaris Consultancy Ltd
Enquiry: 852-25811913

Company Info

We are experienced human resources professionals. Our expertise is in our in-depth knowledge of all industries, be it IT, financial, insurance, trading, manufacturing, industrial and engineering fields. We also offer professional advices on individual's career path and on the latest job market.

**We also provide service of seeking work visa for expatriate candidates on behalf of the employer**
**Visit our Website: http://www.polariscl.com.hk/** 
**Our Email: [email protected]**   
 **Tel: 25811913**

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