RGF HR Agent Hong Kong Limited is a regional corporation of Recruit Holdings Co.,Ltd., one of the world biggest HR consulting & recruitment service provider. With over 15 years business experience in Asia, we provide professional service to job seekers and our clients in permanent placement and temporary...
RGF HR Agent Hong Kong Limited is a regional corporation of Recruit Holdings Co.,Ltd., one of the world biggest HR consulting & recruitment service provider.

With over 15 years business experience in Asia, we provide professional service to  job seekers and our clients in permanent placement and temporary staffing.

Our Professional Consultants are always pleased to support you, just give a call at (+852) 2537 2557, or send your CV to [email protected].

If you want to know more vacancies or job details, please take a look at our website:


Policy Admin Manager (Life Insurance) / up to 45K

Job level Senior
Work exp Minimum 8 Years
Education Bachelor Degree
Not Specified
Employment type Full Time
Benefits 5-day week, Medical plan, Performance bonus
Industry Insurance
Job function Insurance > Others
Published On 22/01/2018

Our client is an insurance provider and they are now looking for a Policy Admin Manager to lead the team; attractive remuneration package and career progression will be offered to the right candidate. Ideal if you are experienced in life insurance with management experience. Candidates with less experience are also welcome to apply.  

Policy Admin Manager


People & Team Management

  • Lead a number of teams responsible for all policy servicing and administration activities
  • Coach and develop staff members to ensure the development of talent within the Operations area
  • Ensure the Policy Servicing Team is well-trained and equipped with the appropriate knowledge for work
  • Manage the overall performance of the team
  • A member of the Hong Kong Operations Management Team

Policy Servicing Team

  • Identify opportunities for ongoing service improvement within Policy Servicing Team, Operations and work closely with other business functions for ongoing customer services improvement
  • Support ongoing operations wide continuous improvement activities on customer services, quality of deliverables in term of accuracy and completeness on timely basis
  • Take a lead role in the ongoing improvement of the policy services team in alignment with company’s strategy
  • Ensure the internal operational procedures and process are most up to date

Operational & Risk Management

  • Responsible for ensuring that all back office Operations processing is done within agreed turn-around-time (TAT) and to a high standard of quality and accuracy. Processes under the control of the Policy Service Manager include mailing & scanning, corporation actions, Monies in activity (premium collection and overdue processing), Monies out activity (surrenders, withdrawals, and lapses), all financial changes (i.e. those related to customer money or investments including fund switching and fund reallocation) as well as all non-financial changes to customer policies and all work / deliverables as per regulatory and compliance requirement.
  • Work with customer complaint team to manage complaint
  • Work closely with the Customer Services Manager (Customer Service) to develop effective working practices with Customer Services which ensure effective and timely response to the queries from customer and broker.
  • Monitor operational performance and risk, addressing trends and issues as appropriate
  • Act as an escalation point for any queries, complaints and disputes regarding Policy Servicing Matters
  • Maintain an understanding and awareness on key aspects of life insurance, legislation, compliance and the market.
  • Any ad-hoc task as assigned by manager


  • University graduate is required.
  • FLMI and ACS preferable but not a must
  • At least 8 years’ experience in the life insurance industry preferably in Policy Servicing, with exposure to various types of policy alterations including fund-related transactions.
  • Extensive experience in premium collection including Direct Debit and Credit Card payment.
  • Strong stakeholder management and leadership skill set
  • Strong command of both written and spoken English and Chinese
  • Good knowledge of Microsoft word, Excel, PowerPoint and Chinese Word Processing
  • Candidates with less experience would also be considered