Policy Administration Assistant

About the role

We are a professional and fast-growing Insurance Brokerage Firm committed to delivering comprehensive risk management and insurance solutions to our clients. Due to business expansion, we are seeking a proactive, meticulous, and dedicated candidate to join our team as a Policy Administration Assistant.

Key responsibilities

• Assist in daily Policy Owner Services (POS) and policy alteration requests (e.g., updating client details, changing payment methods, policy endorsements)
• Assist in compiling renewal schedules, issuing Renewal Notices, and following up on renewal documentation and progress
• Assist in collecting and verifying client claim documents, submitting applications to insurers, and tracking approval status
• Perform accurate data entry into internal systems and manage file archiving to ensure data precision and compliance with regulatory standards
• Facilitate document flow and basic inquiries between internal brokers and insurance companies (insurers)
• Perform ad-hoc administrative and clerical duties as assigned by supervisors

About you

• HKDSE, Associate Degree, or Higher Diploma holder; Fresh graduates are welcome, or candidates with under 1 year of clerical experience (prior experience in insurance brokerage or insurance companies is an advantage)
• Strong interest in the insurance industry, with an eager-to-learn mindset and positive work attitude
• Passes in IIQE Papers 1 & 3 are preferred (training and exam sponsorship will be provided for candidates without qualifications)
• Good command of written and spoken English and Chinese (fluent in Cantonese; capable of handling English emails and business documents)
• Proficient in MS Office (Word, Excel) and Chinese word processing
• Highly detail-oriented, responsible, with strong communication skills and a good team spirit

Benefits

• Competitive Base Salary + Double Pay (13th-Month Salary) & Discretionary Bonus
• 5-day work week (Monday to Friday)
• Medical Insurance Coverage
• Paid Annual Leave and Sick Leave
• Comprehensive on-the-job training and sponsorship for IIQE professional licensing examinations
• Clear career progression (opportunity to be promoted to Policy Administration Officer for high performers)

About us

We are a professional and fast-growing Insurance Brokerage Firm committed to delivering comprehensive risk management and insurance solutions to our clients.