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Sr Manager/Manager (PENSIONS Admin/Compliance, LIFE PA/Claims/Proposition/Distribution/Group EB)

Polaris Consultancy Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2022-08-31
  • Career Level:Senior
  • Location:Not Specified
  • Yr(s) of Exp:7 years
  • Qualification:Degree
  • Employment Type:Full Time
  • Job Function:Sales  CS & Business Devpt  Business Development  Insurance  Others  Banking /

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, Claims, Proposition, Distribution/Group EB/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).  Manager, Business Development (Pensions & Group Business)  
**Less experience  will be considered as <b>Specialist</b>**

  • Manage the distribution channel to promote Pensions & Group products to potential clients
  • Achieve sales targets by the Company
  • Expand the distribution channel by increasing productivity and no. of productive distributors
  • Supervise subordinate to implement sales & marketing strategies to the distribution channel
  • Design and implement sales & marketing strategies to distribution channel as well as the subsequent monitoring and status update
  • Make recommendation on product/services development / enhancement to ensure the competitiveness of Sun Life’s products in the market
  • Handle the ad-hoc projects as assigned from time to time
i).  Claims Manager
  • To assist the Department Head for managing the claims team
  • To provide quality claims services to both internal and external customers including day-to-day claims operations, preparation of various management reports, adjudicating claims cases with prescribed limit and conducting claims related training to internal and external customers. 
  • To assist in departmental projects/initiatives to ensure continuous improvement of the claims services.

j).  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

k).  Assistant Marketing Manager/ Senior Officer (1 year Contract)

Assisting superior(s) in planning and organizing marketing campaigns including but not limited to followings:

  • Assist and drive marketing campaigns and initiatives from planning to execution, tracking to analysis.
  • Coordinate and support marketing events, campaigns and other marketing initiatives in line with company’s marketing strategy
  • Manage external stakeholders such as business partners, creative and advertising agencies
  • Work closely with cross-functional teams to drive new product and services launch
  • Develop customer friendly marketing collaterals with creative ideas
  • Support any ad-hoc projects as required

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 Manager (Business Development (Pensions & Group Business) requires at least 6 year relevant experience with 2 - 3 years in managerial role, solid working knowledge of MPF & Group Insurance and understand of current market situation, extensive experience of distribution channel management

 i).  for Claims Manager requires at least 7 years of relevant working experience in life or medical claims (at least 3 years at supervisory level), good communication skill with customer-centric mindset, strong analytical and problem solving skills

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

k).  for Assistant Marketing Manager/ Senior Officer (1 year Contract) requires at least 4-5 years of experience in marketing, preferable from financial services, insurance or related industries, previous exposure in insurance marketing/ project management is an advantage.**Fresh graduates with relevant part time exposure plus good learning attitude would also be considered as Marketing Officer

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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