Customer Services & Policy Administration (Senior Officer) (Employee Benefit)

About the Role:
We are looking for a highly motivated and experienced Officer/Senior Officer to join our CSPA team. In this role, you will primarily focus on policy administration tasks. As an Officer/Senior Officer, you will be essential in ensuring the smooth administration and processing of insurance policies, contributing to the overall efficiency and success of our business.


Key Responsibilities:

Customer Services:

• Provide after-sales services for corporate and individual clients.
• Handle client inquiries and facilitate the claims process, providing information on policy specifics related to Employee Benefit Insurance and General Insurance.

Policy Administration:

• Assist in the administration of policies by ensuring all documentation is processed accurately and maintained in compliance with established standards.
• Provide support to clients with inquiries regarding policy coverage, benefits, and any changes to their policies.
• Ensure all policy documents and endorsements are followed up within the month of the policy effective date.
• Process billing within the month of the policy effective date, ensuring a high level of accuracy.
• Monitor outstanding premiums, ensuring that all amounts are addressed promptly.
• Work closely with internal teams to manage General Insurance retention before policy expiry.
• Handle any ad hoc assignments as needed

Qualifications:

• Bachelor’s Degree with 1-3 years of experience in Employee Benefits and/or General Insurance at a broker firm or insurance company is preferred
• Holder of Insurance license (IIQE papers I, II & III) are highly preferable
• Strong understanding of employee benefits and general insurance principles and practices.
• Strong analytical, problem-solving skills and excellent communication and interpersonal abilities
• Proficient in MS Office (Word, Excel, Outlook) and comfortable learning new systems (experience with ERP systems an advantage)
• Attention to detail and strong organizational skills
• Immediate availability is highly preferred
• Candidates with more experiences will be considered to Senior Officer position

We offer: 

• 5-days work 
• Fun and open working culture without hierarchy - #WorkHardPlayHard philosophy and focus on teamwork 
• Flexible working policy 
• Diversified exposures over institutional, corporate, and individual clients 
• Attractive monthly basic salary and incentive payments 
• Comprehensive fringe benefits including 16 working days annual leave up to 24 days depending on years of services, Extensive Medical and Dental coverage, Training and Licensing Examination Support 
• Family Friendly Policy, including 6 days Family Care Leave, 1 day Birthday leave, etc. 
• Free Life and Health Insurance including both In and Out-patient benefits, Annual Wellness benefits 
• Pension Benefits on top of MPF mandatory contribution