Policy Services Assistant

Responsibilities:

  • To process the daily transactions of policy changes and handle policy services correspondence
  • Be responsible for conserving lapsed and surrendered policies
  • To handle underwriting duties
  • To provide support on daily office administration and hotline handling
  • To involve ad hoc projects including system enhancement

Requirements:

  • F.7/DSE Graduate
  • 1-2 years of experience in life insurance policy services and/or underwriting
  • Good command of both spoken and written English and Chinese
  • Excellent customer service skills and effective communication skills
  • Competence in application of Microsoft Word and Excel