Policy Servicing Administrator

Summary:

To manage and process policy servicing requests efficiently, ensuring all documentation and changes are handled in accordance with company standards and regulatory requirements in Hong Kong, Dubai and Singapore. The position is a fast-paced role with a daily operational focus to process applications and administration speedily and accurately.

• Manage the end-to-end policy servicing process, including fund switches, withdrawals, surrenders, and policy amendments, from initial request through to completion, keeping clients informed of progress and confirming once completed.
• Liaise daily with internal servicing teams, third-party financial institutions, and the UK team to resolve queries and manage escalations.
• Provide administrative and client servicing support across three jurisdictions, ensuring consistent processes and service standards.
• Maintain accurate policy records, track applications, and upload client documentation across Salesforce, Monday.com, and DocuSign.
• Support Partners with daily administration, diary management, meeting coordination, and follow-ups.
• Ensure all activities comply with SJP internal controls, policies, and procedures.
• Provide cover for the CSE role when required, maintaining continuity of client servicing and operational support.
• Assist with new business applications, client reviews, proposals, and policy documentation.

Requirements:

The person:

• Good communication and interpersonal abilities
• Calm and friendly personality with a ‘can do’ attitude
• Takes responsibility and initiative for own workload
• Is prepared to put their team mates first and appreciates how this adds to the benefit of the whole team
• Great communicator
• Enthusiastic and be willing to learn, share in success, and be an amazing Eight family member
• Is resilient to be able to adapt to change and challenges as they arise, in collaboration with the team

Key Behaviours

Build Relationships

• Be easy to connect with to grow and develop long and trusted relationships. Put others first, be responsive, caring and honest, and put others at the heart of everything you do.

Be Responsible

• To do an amazing job. Take ownership, manage expectations, lead by example, putting actions right when you need to, whilst learning from mistakes. Be helpful to others and always give back.

Be Amazing

• Always set out to do your best. Be brave and bold, have imagination and creativity to bring solutions and not problems. Sustain a high level of performance and inspire others around you to be the best versions of themselves. Be an inclusive member of the Eight family.