Customer Service Officer

OAC Group Limited; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

OAC Group Limited is seeking a dedicated Senior Customer Service Officer to join our Client Operations team in the Hong Kong area. This role focuses on delivering top-tier service across life, health, and wealth management solutions for insured clients and financial partners.

You will handle end-to-end service tasks via phone, email, and front-counter, collaborate with underwriting and claims teams, and strive to maintain the highest standards of customer satisfaction in a fast-paced environment.

Qualifications

• Bachelor's degree in Business Administration, Finance, Insurance, or related discipline.
• Fresh graduates welcome.
• Client-facing service experience in financial institutions.
• Fluent in Cantonese, English and Mandarin (spoken and written).
• Excellent interpersonal communication and problem-solving skills.

Responsibilities

• Deliver end-to-end service support for policyholders, financial advisors, brokers, and bancassurance partners via phone, email, and front-counter channels.
• Assist with pre-approval reviews and initial documentation checks for new insurance applications and policy maintenance requests.
• Investigate and resolve complex policyholder enquiries, account status updates, claims status, and premium payments in a timely and accurate manner.
• Collaborate with internal operational teams (Underwriting, Claims, and Policy Administration) to streamline service processes and enhance customer satisfaction.
• Handle customer feedback, track service metrics, and proactively suggest operational enhancements to maintain high standards of service excellence.

Skills

Multilingual: Cantonese, English, Mand

Education

Bachelor's degree in Business Administration/Finance/Insurance

Job description

We are looking for a dedicated and customer-focused Senior Customer Service Officer to join our Client Operations team. In this role, you will serve as a key point of contact providing top-tier service across life, health, and wealth management solutions. This role is ideal for candidates with a strong background in retail banking, consumer finance, or wealth administration looking to elevate their career in the insurance sector.

Key responsibilities

Deliver end-to-end service support for policyholders, financial advisors, brokers, and bancassurance partners via phone, email, and front-counter channels.

Assist with pre-approval reviews and initial documentation checks for new insurance applications and policy maintenance requests.

Investigate and resolve complex policyholder enquiries, account status updates, claims status, and premium payments in a timely and accurate manner.

Collaborate with internal operational teams (Underwriting, Claims, and Policy Administration) to streamline service processes and enhance customer satisfaction.

Handle customer feedback, track service metrics, and proactively suggest operational enhancements to maintain high standards of service excellence.

About you

Bachelor's degree in Business Administration, Finance, Insurance, or a related discipline.

Fresh graduate are welcomed.

Client-facing service experience in financial institutions (Retail Banking, Wealth Management, Consumer Finance, or Insurance).

Fluent in Cantonese, English, and Mandarin (spoken and written).

Excellent interpersonal communication and strong problem-solving skills.

Ability to thrive in a fast-paced environment.