# Senior Officer - Policy Servicing

**Company**: FWD Group
**Location**: Hong Kong
**Experience**: senior
**Job type**: full-time
**Category**: Insurance
**Industry**: Insurance

**Apply**: https://fwd.wd3.myworkdayjobs.com/en-US/FWDcareersite/job/Hong-Kong---FWD-Tower/Manager-Assistant-Manager-Senior-Officer--Life-Administration_JR-0027975?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/senior-officer-policy-servicing-450ce2ae-f43/

## Description

We are expanding our Policy Servicing Team under Life Administration. The position is open to candidates at the Senior Officer to Manager level.

The professional will provide end-to-end policy servicing support to our customers & distribution partners. The role is responsible for answering enquiries via calls/emails, handling escalated enquiries from customer engagement team, and performing certain policy servicing transactions.

**The Job**

- Support and execute end-to-end policy servicing tasks for customers with high accuracy, professionalism, and timely turnaround

- Handle enquiries from different channels; provide quality frontline service and escalate complex issues when necessary

- Prepare, verify, and process policy-related documents such as endorsements, amendments, reinstatements, and routine servicing requests

- Conduct detailed checks on policy information, system inputs, and documentation to ensure compliance and minimize errors

- Track and report operational metrics such as turnaround time (TAT), productivity, and service accuracy, supporting continuous improvement activities

- Ensure all servicing processes comply with regulatory requirements, internal guidelines, and AML/CTF standards

- Identify areas for enhancement and implement changes to streamline the workflow

- Assist in any ad-hoc projects or duties as assigned

**The Person**

- Minimum of 3 years’ experience in policy administration within life insurance industry, candidate with more experience will be considered for Assistant Manager / Manager position

- Solid understanding of life insurance products, policy administration processes and life insurance related regulations

- Experience in either HNW business / mass market insurance servicing is welcome

- Good business writing skills and verbal skills

- Detail-oriented, resourceful, and equipped with strong problem-solving skills

- Strong interpersonal skills with proven experience in managing distribution partners’ enquiries

- Ability to handle escalated issues

- Good PC skills, including Excel, Word, and PowerPoint

We offer 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

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## Skills

### Required
- life insurance products
- policy administration processes
- life insurance related regulations
- Excel
- Word
- PowerPoint

### Nice to have
- HNW business
- mass market insurance servicing

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Source: [Apply at fwd.wd3.myworkdayjobs.com](https://fwd.wd3.myworkdayjobs.com/en-US/FWDcareersite/job/Hong-Kong---FWD-Tower/Manager-Assistant-Manager-Senior-Officer--Life-Administration_JR-0027975?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)
