Human Resources Officer

PERSOL Hong Kong Limited; Hong Kong; On-site; HKD 201,000 - 357,000; Full time

Job summary

PERSOL Hong Kong Limited seeks an organized Insurance Documentation & HR Operations professional to manage enrollment forms, underwriting files, and mortgage-related documents. The role requires meticulous document control and a proactive approach to follow-up with underwriters and internal teams.

The candidate should have 2–4 years of operational experience, with familiarity in insurance documentation, bank mortgage processing, and loan operations.

Qualifications

• Bachelor’s degree or Higher Diploma in Business Administration, Finance, Human Resources, or related discipline.
• 2–4 years of operational experience. Prior exposure to insurance documentation, bank mortgage processing, credit administration, or loan operations is highly preferred.
• Proficiency in MS Word and Excel for tracking large volume case logs.
• Professional fluency in English and Chinese (Cantonese and Mandarin) to handle local forms.

Responsibilities

• Prepare and vet insurance enrollment forms, policy endorsements, and group medical underwriting documents.
• Follow up with insurance underwriters and brokers on policy issuance delays or complex claim escalations.
• Maintain rigorous document control for regulatory insurance filings and sign declarations.
• Generate monthly insurance reports on premium allocations, renewals, and cancellations.
• Compile and organize mortgage application dossiers and verify employment letters, income proofs, and housing loan agreements.
• Draft internal mortgage letters, staff loan agreements, and legal charge documents per templates.
• Coordinate with internal legal, credit approval, and operations teams to resolve discrepancies.
• Coordinate final document execution with wet signatures and deed registrations.
• Manage end-to-end case tracking log for insurance policies and mortgage applications.
• Act as central point of contact for missing compliance documents and audits.
• Conduct regular file audits to meet auditing standards and regulatory requirements.
• Maintain secure personnel records related to staff financial benefits and housing perks within Core HR Operations.
• Issue standard employment documentation for mortgage verification and salary confirmation.
• Support general HR administrative audits and regulatory compliance checks.

Skills

MS Word

Excel

English

Cantonese

Mandarin

Education

Bachelor or Higher Diploma in Business Administration, Finance, HR

Job description

1. Insurance Documentation & Administration

Prepare and vet insurance enrollment forms, policy endorsements, and group medical underwriting documents for staff and corporate plans.

Follow up with insurance underwriters and brokers on policy issuance delays, missing information, or complex claim escalations.

Maintain rigorous document control for regulatory insurance filings, ensuring all signed declarations and medical questionnaires are stored securely.

Generate monthly insurance reports regarding premium allocations, policy renewals, and cancellation statuses.

Compile and organize mortgage application dossiers

, verifying completeness of employment letters, income proofs, and staff housing loan agreements.

Draft and prepare internal mortgage letters, staff loan agreements, and legal charge documents according to bank-approved templates.

Liaise directly with internal legal, credit approval, and operations teams to resolve document discrepancies and track mortgage approval pipelines.

Coordinate final document execution, ensuring all wet signatures, witness stamps, and deed registrations are finalized without error.

Manage an end-to-end case tracking log for all pending insurance policies and mortgage applications, proactively driving outstanding files to completion.

Act as the central point of contact for internal teams to clarify missing compliance documentation, expired proofs, or incomplete declaration clauses.

Conduct regular file audits to ensure historical files match current internal auditing standards and financial regulatory requirements.

4. Core HR Operations (Excluding Recruitment & Payroll)

Maintain secure digital and physical personnel records related specifically to staff financial benefits, housing perks, and policy holdings.

Issue standard employment documentation required for mortgage verification, including certificates of service and salary confirmation letters.

Support general HR administrative audits and regulatory compliance checks.

Key Requirements

Education: Bachelor’s degree or Higher Diploma in Business Administration, Finance, Human Resources, or a related discipline.

Experience: Minimum 2 to 4 years of operational experience. Prior exposure to insurance documentation, bank mortgage processing, credit administration, or loan operations is highly preferred.

Technical Skills: Exceptional proficiency in MS Word and Excel for tracking large volume case logs. High comfort level adapting to internal banking/insurance transaction systems.

Language Proficiency: Professional fluency in both written and spoken English, along with professional Chinese (Cantonese and Mandarin) to handle local property and insurance forms.

Core Competencies: Extreme attention to detail, strong administrative stamina for repetitive document tracking, and an assertive but professional communication style for chasing down outstanding paperwork.