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Introducing Your New Opportunity

As a key player in the insurance sector, my client is searching for a motivated Policy Administration Manager to lead onshore and offshore in delivering efficient, compliant and customer-centric individual policy administration.

Your New Role

· Oversee onshore/offshore Individual Policy Administration to maximize customer service, minimize turnaround times, ensure KPI compliance, AML review and maintain robust regulatory/internal controls.

· Monitor KPIs, analyze variances, and initiate corrective actions to deliver high-quality, customer-satisfying services.

· Develop, update, and enforce operational SOPs; continuously identify inefficiencies and streamline processes for enhanced productivity and service quality.

· Initiate procedure/system improvements (including UATs and user requirements); collaborate with cross-functional teams and stakeholders to support business growth and project timelines.

Your Background

· Bachelor's degree required

· 5+ years' solid on-the-job experience in managing policy administration operations

· Experience in Life or Health insurance would be an advantage

· Good communication skills, fluency in written and spoken English, Cantonese, Mandarin

Candidates with less experience may be considered for Assistant Manager

What You'll Receive in Return

This opportunity allows you to drive operational excellence and innovation within a leading insurance company's policy administration function. You will be part of a dynamic, multilingual work environment that promotes professional development.

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Job Type: Full-time

Pay: From $35,000.00 per month

Benefits:

• Dental insurance
• Employee pension
• Medical Insurance
• Professional development

Work Location: In person

Bowtie's mission is to make insurance good again and our vision is to build a category-defining health insurance company.

As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for great talents who share our values to contribute to our growth.

You will be working in a fast-paced organization that promotes cross-functional collaboration.

• Perform routine administrative duties such as customer correspondence quality checking, sorting and mapping, duplicate policy checking and binding, return mail handling, filing.
• Assist in routine office administration for the team such as policy payment, printing, handle internal email and follow up with production support.
• Handle ad hoc work as necessary

• At least 1 year of relevant work experience within the insurance industry preferred.
• Bilingual fluency in Chinese (Cantonese/Traditional Chinese) and English is required
• Good knowledge and experience with insurance policies and procedures.
• Good experience in MS Word & Excel
• Good interpersonal and communication skills
• Self-motivated, able to work independently and willing to accept challenges.

We are the first licensed virtual insurer (虛擬保險公司) in Hong Kong.

We believe that insurance is fundamentally good, and we are here to bring the good back through our passionate, innovative, and customer-centric team.

By combining our deep domain expertise and our own proprietary modern technology, we are building one of the most iconic, category-defining health insurance companies in Asia.

We take pride in moving fast all the time and our track record in moving ahead in the game. Our digital insurance platform is also ranked #2 in the world in Sia Partners' 2023 report.

As we grow, we're always looking for highly dynamic, hands-on, and passionate talent to join our team. If you are looking for a rewarding career where you will grow together with strong talents from different backgrounds and build products and services that bring a positive impact on the lives of millions of people in Hong Kong / Asia, apply to our opening today

Information collected will be treated in strict confidence and used solely for recruitment purposes.

The company will retain all applications no longer than 24 months of which will be destroyed thereafter.

We are an equal-opportunity employer. We do not discriminate on the basis of race, sex, disability, or family status in the employment process.

Role Summary
Bowtie's mission is to make insurance good again and our vision is to build a category-defining health insurance company.

As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for great talents who share our values to contribute to our growth.

About The Role
You will be working in a fast-paced organization that promotes cross-functional collaboration.

Your
Key Responsibilities Include:***

• Perform routine administrative duties such as customer correspondence quality checking, sorting and mapping, duplicate policy checking and binding, return mail handling, filing.
• Assist in routine office administration for the team such as policy payment, printing, handle internal email and follow up with production support.
• Handle ad hoc work as necessary

About You

• At least 1 year of relevant work experience within the insurance industry preferred.
• Bilingual fluency in Chinese (Cantonese/Traditional Chinese) and English is required
• Good knowledge and experience with insurance policies and procedures.
• Good experience in MS Word & Excel
• Good interpersonal and communication skills
• Self-motivated, able to work independently and willing to accept challenges.

About Bowtie
We are the first licensed virtual insurer (虛擬保險公司) in Hong Kong.

We believe that insurance is fundamentally good, and we are here to bring the good back through our passionate, innovative, and customer-centric team.

By combining our deep domain expertise and our own proprietary modern technology, we are building one of the most iconic, category-defining health insurance companies in Asia.

We take pride in moving fast all the time and our track record in moving ahead in the game. Our digital insurance platform is also
ranked #2
in the world
in Sia Partners' 2023 report.

As we grow, we're always looking for highly dynamic, hands-on, and passionate talent to join our team. If you are looking for a rewarding career where you will grow together with strong talents from different backgrounds and build products and services that bring a positive impact on the lives of millions of people in Hong Kong / Asia, apply to our opening today

Information collected will be treated in strict confidence and used solely for recruitment purposes.
The company will retain all applications no longer than 24 months of which will be destroyed thereafter.
We are an equal-opportunity employer. We do not discriminate on the basis of race, sex, disability, or family status in the employment process.

Job Responsibilities

• Process policy service applications and related administration issues with planned service standard and within targeted service turnaround time.
• Process and review offline policy applications.
• Performs new and renewal premium charge entry and completes verification and mailing of notices; also handles refunds related to new policies and mailing of corresponding notices.
• Examine, scan, and upload supplementary documents provided by clients, and perform final checks, printing, and dispatch of policy contracts.
• Supporting the underwriting team in handling any ad hoc administrative tasks as needed.

Job Requirements

• 1 years of working experience in insurance/banking / financial operation and admin fields is preferred, fresh graduate also welcome
• A self-starter and good team player
• Proficiency in PC skills including Microsoft Word, Excel
• Proficient in both verbal and written English and Chinese

崗位職責

· 處理保單服務申請及相關行政事宜,確保達到計畫的服務標準並在目標服務周轉時間內完成。

· 錄入與覆核線下投保申請。

· 執行新單及續期保費收費的錄入,並完成通知書的核對與寄發;同時處理新單相關的退費事宜及相應通知書的寄發。

· 檢查、掃描並上傳客戶提交的補充資料,以及完成保單的核對、列印與寄發。

· 根據需要,支援核保團隊處理臨時性行政任務。

任職要求

· 具備一年保險/銀行/金融運營及行政領域工作經驗者優先,歡迎應屆畢業生申請

· 積極主動,具有良好的團隊合作精神

· 熟練的電腦操作技能,包括 Microsoft Word 和 Excel

· 流利的英語和中文口語及書寫能力

We are an equal opportunity employer and welcome applications from all qualified candidates.

Please send your full resume stating present and expected salary to Human Resources Manager by sending email to .

All personal data provided will be treated in the strictest confidence and used only for recruitment related purposes.  All personal data will be destroyed after 12 months of submission.

Only short-listed candidates will be contacted.

Role Summary

Bowtie's mission is to make insurance good again and our vision is to build a category-defining health insurance company.

As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for great talents who share our values to join our group policy admin team to facilitate our group medical clients and make health protection available to their employees and families

About the Role

You will be working in a supportive and growing team to make sure that our clients are onboarded in a compliant and timely manner:

Your Key Responsibilities Include:

• Handle policy administration in the onboarding process and policy renewal process such as data entry, member movement, issue endorsements
• Handle inquiries with different parties, including internal departments and distribution channels
• Handle premium collection process including follow up of outstanding premium
• Conduct regular reports and participate in UAT and system enhancement
• Handle other administrative works as assigned
• Handle ad hoc work as necessary

You will also be involved in cross-team collaboration and be contributing directly to our internal system and process design and improvements

About you

You are a detail-oriented and patient person with:

• At least 1.5 years of relevant work experience in policy admin within the insurance industry (fresh university/college graduate will also be considered)
• Proficient in MS Word & Excel, English, and Chinese word processing
• Good Knowledgeable experience with insurance policies and procedures
• Fluency in both Chinese and English (Read/Write)
• Good interpersonal and communication skills
• Self-motivated, independent, able to work under pressure

And, the following qualifications are preferred but not essential

• Experience in UAT
• Prior experience in customer-facing role
• Prior project experience

We Offer

Apart from a great career path and an opportunity to do good and do well, we also offer:

• Competitive package
• Flexible working hours
• Benefits include medical/ dental coverage and wellness benefit
• Fun, cooperative, and flexible startup culture
• Weekly sharing sessions and regular social gatherings
• Excellent learning opportunities with Professional Development Sponsorship

About Bowtie

We are the first licensed virtual insurer (虛擬保險公司) in Hong Kong.

We believe that insurance is fundamentally good, and we are here to bring the good back through our passionate, innovative, and customer-centric team. 

By combining our deep domain expertise and our own proprietary modern technology, we are building one of the most iconic, category-defining health insurance companies in Asia.

We take pride in moving fast all the time and our track record in moving ahead in the game. Our digital insurance platform is also ranked #2 in the world in Sia Partners' 2023 report.

As we grow, we're always looking for highly dynamic, hands-on, and passionate talent to join our team. If you are looking for a rewarding career where you will grow together with strong talents from different backgrounds and build products and services that bring a positive impact on the lives of millions of people in Hong Kong / Asia, apply to our opening today

Information collected will be treated in strict confidence and used solely for recruitment purposes.

The company will retain all applications no longer than 24 months of which will be destroyed thereafter.

We are an equal-opportunity employer. We do not discriminate on the basis of race, sex, disability, or family status in the employment process.

Job Description
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Insurance
Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.

We are currently seeking a high caliber professional to join our team as
Policy Administration Manager,
reporting to Head of Policy Administration.

Principal Responsibilities

• Recommend policy and general guidelines for policy administration so as to ensure a smooth and efficient operation of the support services
• Ensure all activities are delivered in accordance with the procedures and service standard and the business operates in accordance with Group and regulatory compliance and with robust internal control. Monitor and analyze servicing requests to identify trends and areas for improvement. Prepare and present regular reports on policy servicing activities in governance forum. Ensure compliance with industry regulations and company policies.
• Assist the manager to formulate and develop strategies related to policy administration in order to get client satisfaction through continuous improvement
• Monitor the changes and improvement in policy related administration and operation
• Ensure the administrative services provided are in good quality and can meet client satisfaction
• Coordinate with internal departments to ensure seamless policy servicing and resolution of issues identified. Maintain up-to-date knowledge of company policies, products, and procedures to offer informed guidance. Develop and implement processes to improve efficiency and effectiveness of policy administration support.
• Support projects focused on delivering Digital Servicing capability with Core Capability Solution from Group Insurance. The key objective is to enhance customer experience by allowing digital submission of servicing requests and achieve operation efficiency through Straight Through Process of related requests.
• Arrange and provide training to internal team members as well as external parties such as frontline staff/coordinators in matters concerning policy servicing for upholding of a professional servicing team as well as effective communication with different sales channels
• Initiate system enhancement for business growth and enhance service efficiency; prepare user requirement and assist in UAT
• Perform balance sheet reconciliation and substantiation of ledger accounts related to insurance policy on regular basis. Conduct exceptional reporting, investigate and resolve discrepancies by collaborating with stakeholders (finance, operations, IT, etc) to ensure fulfillment of internal and external guideline and regulatory requirement

Requirements

• University degree, preferably with LOMA, CFMP qualifications or passes in the Insurance Intermediaries Qualifying Examinations
• Minimum of 8 years' relevant experience in life insurance industry, with exposure in insurance policy administration and customer service a definite advantage
• Knowledge of life insurance products and solid understanding of insurance operations
• Strong service orientation, with good interpersonal and communication skills
• Proficiency in both English and Chinese, with fluency in Putonghua an advantage
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

(Candidates with less experience will be considered for the position of Assistant Policy Administration Manager)

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

An MNC life insurance company is seeking an experienced talent with strong policy administration technical knowledge and people leading skills to join their team.

What You'll Do:

• Lead with Purpose:
  Inspire and guide a team to consistently exceed service expectations while fostering a culture of continuous improvement.
• Drive Operational Excellence:
  Streamline processes, champion automation, and build a resilient operating model that scales with business growth.
• Innovate for Impact:
  Identify opportunities to enhance efficiency and client satisfaction, and turn ideas into actionable plans.
• Collaborate Across Functions:
  Partner with cross-functional teams to align on goals and deliver on company-wide initiatives.
• Coach Future Leaders:
  Mentor and develop team members to meet evolving business and market demands.
• Ensure Operational Sustainability:
  Maintain up-to-date procedures and manuals to support long-term success.
• Support Core Operations:
  Oversee daily policy administration activities to ensure service levels are met.
• Contribute to Strategic Projects:
  Play a key role in ad-hoc initiatives that shape the future of the business.

The Ideal Candidate:

• A university degree and professional insurance qualifications (LOMA/FLMI preferred)
• 10+ years of solid experience in life insurance policy administration, with at least 5 years in a leadership role
• Deep knowledge of insurance products, operations, and regulatory frameworks (AML, FATCA, CRS)
• Proven leadership with strong problem-solving and influencing skills
• Excellent communication in English, Cantonese, and Mandarin
• A proactive, accountable, and adaptable mindset with a passion for driving results
• Proficiency in MS Office and Chinese typing

Bowtie's mission is to make insurance good again and our vision is to build a category-defining health insurance company.

As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for great talents who share our values to join our group policy admin team to facilitate our group medical clients and make health protection available to their employees and families

You will be working in a supportive and growing team to make sure that our clients are onboarded in a compliant and timely manner:

• Handle policy administration in the onboarding process and policy renewal process such as data entry, member movement, issue endorsements
• Handle inquiries with different parties, including internal departments and distribution channels
• Handle premium collection process including follow up of outstanding premium
• Conduct regular reports and participate in UAT and system enhancement
• Handle other administrative works as assigned
• Handle ad hoc work as necessary

You will also be involved in cross-team collaboration and be contributing directly to our internal system and process design and improvements

You are a detail-oriented and patient person with:

• At least 1.5 years of relevant work experience in policy admin within the insurance industry (fresh university/college graduate will also be considered)
• Proficient in MS Word & Excel, English, and Chinese word processing
• Good Knowledgeable experience with insurance policies and procedures
• Fluency in both Chinese and English (Read/Write)
• Good interpersonal and communication skills
• Self-motivated, independent, able to work under pressure

• Experience in UAT
• Prior experience in customer-facing role
• Prior project experience

Apart from a great career path and an opportunity to do good and do well, we also offer:

• • Competitive package
• Flexible working hours
• Benefits include medical/ dental coverage and wellness benefit
• Fun, cooperative, and flexible startup culture
• Weekly sharing sessions and regular social gatherings
• Excellent learning opportunities with Professional Development Sponsorship

We are the first licensed virtual insurer (虛擬保險公司) in Hong Kong.

We believe that insurance is fundamentally good, and we are here to bring the good back through our passionate, innovative, and customer-centric team.

By combining our deep domain expertise and our own proprietary modern technology, we are building one of the most iconic, category-defining health insurance companies in Asia.

We take pride in moving fast all the time and our track record in moving ahead in the game. Our digital insurance platform is also ranked #2 in the world in Sia Partners' 2023 report.

As we grow, we're always looking for highly dynamic, hands-on, and passionate talent to join our team. If you are looking for a rewarding career where you will grow together with strong talents from different backgrounds and build products and services that bring a positive impact on the lives of millions of people in Hong Kong / Asia, apply to our opening today

Information collected will be treated in strict confidence and used solely for recruitment purposes.

The company will retain all applications no longer than 24 months of which will be destroyed thereafter.

We are an equal-opportunity employer. We do not discriminate on the basis of race, sex, disability, or family status in the employment process.

Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.

We are currently seeking a high caliber professional to join our team as Policy Administration Manager, reporting to Head of Policy Administration.

Principal Responsibilities:

• Recommend policy and general guidelines for policy administration so as to ensure a smooth and efficient operation of the support services
• Ensure all activities are delivered in accordance with the procedures and service standard and the business operates in accordance with Group and regulatory compliance and with robust internal control. Monitor and analyze servicing requests to identify trends and areas for improvement. Prepare and present regular reports on policy servicing activities in governance forum. Ensure compliance with industry regulations and company policies.
• Assist the manager to formulate and develop strategies related to policy administration in order to get client satisfaction through continuous improvement
• Monitor the changes and improvement in policy related administration and operation
• Ensure the administrative services provided are in good quality and can meet client satisfaction
• Coordinate with internal departments to ensure seamless policy servicing and resolution of issues identified. Maintain up-to-date knowledge of company policies, products, and procedures to offer informed guidance. Develop and implement processes to improve efficiency and effectiveness of policy administration support.
• Support projects focused on delivering Digital Servicing capability with Core Capability Solution from Group Insurance. The key objective is to enhance customer experience by allowing digital submission of servicing requests and achieve operation efficiency through Straight Through Process of related requests.
• Arrange and provide training to internal team members as well as external parties such as frontline staff/coordinators in matters concerning policy servicing for upholding of a professional servicing team as well as effective communication with different sales channels
• Initiate system enhancement for business growth and enhance service efficiency; prepare user requirement and assist in UAT
• Perform balance sheet reconciliation and substantiation of ledger accounts related to insurance policy on regular basis. Conduct exceptional reporting, investigate and resolve discrepancies by collaborating with stakeholders (finance, operations, IT, etc) to ensure fulfillment of internal and external guideline and regulatory requirement

Requirements

• University degree, preferably with LOMA, CFMP qualifications or passes in the Insurance Intermediaries Qualifying Examinations
• Minimum of 8 years' relevant experience in life insurance industry, with exposure in insurance policy administration and customer service a definite advantage
• Knowledge of life insurance products and solid understanding of insurance operations
• Strong service orientation, with good interpersonal and communication skills
• Proficiency in both English and Chinese, with fluency in Putonghua an advantage
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

(Candidates with less experience will be considered for the position of Assistant Policy Administration Manager)

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited