Director, Policy Servicing & Operations

Oliver James Group; Hong Kong; On-site; HKD 1,800,000 - 3,000,000; Full time

Job summary

Oliver James Executive is supporting a multinational life insurance HK business unit to recruit a Lead/Director of Policy Administration to lead the comprehensive end-to-end policy servicing function for premier advisors.

In this critical leadership role, you will partner with distribution and agency leaders, champion continuous improvement, and drive servicing capabilities through process optimization, automation, and digitization while ensuring regulatory and risk compliance.

Qualifications

• University degree in Business Administration, Insurance, Finance or related discipline.
• 10+ years in life insurance policy administration or related fields with hands-on leadership.
• Strong knowledge of ILAS and policy workflows.
• Fluent in English; Cantonese and Mandarin desirable.

Responsibilities

• Oversee core policy servicing activities within policy management.
• Lead, coach, and develop policy servicing team for high performance.
• Partner with agency and distribution leaders to resolve servicing matters.
• Drive digitization and process improvements to boost productivity and compliance.
• Provide SME guidance on new products and regulatory requirements.

Skills

Team Leadership

Policy Administration

Stakeholder Management

Process Improvement

Digital Transformation

Communication Skills

Multilingual

Education

University degree in Business Administration, Insurance, Finance

Job description

Oliver James Executive is supporting a multinational life insurance HK business unit to recruit a Lead/Director of Policy Administration to lead the comprehensive end-to-end policy servicing function for premier advisors.

In this critical leadership role, you will partner with distribution and agency leaders, champion continuous improvement, and drive servicing capabilities through process optimization, automation, and digitization while ensuring regulatory and risk compliance.