Inforce Business Associate

We are seeking a detail-oriented and responsible Inforce Business Associate to join the Hong Kong office of an established financial services company.

This is an operations-focused position supporting the ongoing administration and servicing of existing life insurance policies. It is not a sales role.

The successful candidate will work as part of a professional team and will be trained in our internal procedures and insurance servicing processes.

Responsibilities

• Support the day-to-day servicing and administration of existing life insurance policies from request through completion
• Prepare, check and follow up on premium-related documentation and records
• Assist with policy servicing requests, claims and other post-issue transactions
• Liaise with insurance companies, business partners and internal colleagues
• Prepare regular reports and maintain accurate policy records
• Retrieve and organize historical policy and client information
• Prepare documentation for policy reviews and servicing requests
• Take ownership of assigned cases and follow up proactively until the required action is completed
• Follow up on outstanding cases and ensure required actions are completed on time
• Check information and documentation carefully for completeness and accuracy
• Support operational and administrative work of the team as required
• Assist in improving existing processes through more efficient use of technology and digital tools

Requirements

• University degree holder
• Minimum 1 year of full-time professional working experience, preferably in financial services, client servicing or operations environment
• Experience in insurance, banking, financial services, policy administration or operations is preferred
• Strong attention to detail and a high level of accuracy
• Responsible, organized and able to manage multiple assignments and deadlines
• Able to learn new procedures quickly, retain instructions and apply them consistently
• Strong written English and good spoken English and Cantonese
• Good working knowledge of Microsoft Excel and Outlook, and comfortable working with detailed spreadsheets and records
• Comfortable learning new systems and digital tools
• Able to handle confidential information with discretion
• Strong sense of ownership and willingness to follow assignments through to completion
• Comfortable supporting high-volume, deadline-sensitive operational work
• Cooperative and dependable when working as part of a team

The Right Candidate

We are particularly interested in someone who:

• Notices when information, dates or documents do not look right
• Learns from instructions and does not require the same process to be repeatedly explained
• Takes notes, remembers procedures and applies what has been learned
• Takes ownership of assignments and follows them through to completion
• Is comfortable with detailed and sometimes repetitive work
• Remains accurate when handling a high volume of information
• Asks questions when genuinely unsure
• Has a positive attitude towards learning and taking on new responsibilities
• Looks for sensible ways to make routine work more efficient

Preferred Experience

Experience in any of the following would be an advantage:

• Life insurance
• Policy servicing or policy administration
• Insurance operations
• Banking or financial-services operations
• Case processing or administrative support
• Claims administration
• Excel-based reporting
• Document or records management

Relevant industry experience is preferred. We are willing to train a capable candidate with the right professional experience, attitude and aptitude.