Policy Administration Officer

About the role

A Policy Administration Officer processes insurance policy applications, renewals, endorsements, and amendments, maintaining comprehensive client records and policy documentation in compliance with company requirements. The role involves liaising with insurance companies, consultants, and internal teams to ensure smooth and timely processing of policy applications and servicing requests.

Key responsibilities

• Process insurance policy applications, renewals, endorsements, and amendments accurately and efficiently
• Maintain comprehensive and well-organised client records and policy documentation in compliance with company requirements
• Liaise with insurance companies, consultants, and internal teams to ensure smooth and timely processing of policy applications, policy issuance, and servicing requests
• Perform data entry and maintain accurate client and policy information within internal systems and databases
• Prepare, verify, and dispatch policy documents, correspondence, and related materials to clients and insurance companies
• Monitor outstanding requirements and follow up with relevant parties to ensure timely completion of policy issuance and servicing transactions
• Handle post-sale policy servicing requests, including fund switching, withdrawals, policy alterations, and other administrative transactions
• Provide administrative and operational support to the business and servicing teams as required

About you

• 1-3 years of administrative experience, preferably gained within an insurance brokerage, insurance agency, wealth management, or financial services environment
• HKDSE, HKCEE or above
• Strong organisational and time management skills, with the ability to handle multiple tasks and meet deadlines
• Detail-oriented with a high level of accuracy in processing documents and data
• Proficient in Microsoft Office applications, particularly Word and Excel
• Familiarity with policy administration systems or client database systems is an advantage
• Good command of written and spoken English and Chinese, including Cantonese and Mandarin
• Self-motivated, responsible, and capable of working independently as well as part of a team
• Immediate availability is highly preferred