Inforce Business Associate - Policy Servicing

Established Private Financial Services Group; Hong Kong Island; On-site; HKD 180,000 - 240,000; Full time

Job summary

Established Private Financial Services Group in Hong Kong seeks an Inforce Business Associate to support administration and servicing of existing life insurance policies. This is an operations-focused role, not sales, with training on internal procedures and servicing processes.

You will join a professional team handling day-to-day servicing, premium documentation, and policy reviews, while maintaining precise records and confidentiality.

Qualifications

• University degree holder.
• Minimum 1 year of full-time professional working experience, preferably in financial services, client servicing or operations.
• Experience in insurance, banking, financial services, policy administration or operations is preferred.
• Strong attention to detail and a high level of accuracy.
• Responsible, organized and able to manage multiple assignments and deadlines.
• Able to learn new procedures quickly, retain instructions and apply them consistently.
• Strong written English and good spoken English and Cantonese.
• Good working knowledge of Microsoft Excel and Outlook, and comfortable working with detailed spreadsheets and records.
• Comfortable learning new systems and digital tools.
• Able to handle confidential information with discretion.
• Strong sense of ownership and willingness to follow assignments through to completion.
• Comfortable supporting high-volume, deadline-sensitive operational work.
• Cooperative and dependable when working as part of a team.

Responsibilities

• Support day-to-day servicing and administration of existing life insurance policies from request through completion.
• Prepare, check and follow up on premium-related documentation and records.
• Assist with policy servicing requests, claims and other post-issue transactions.
• Liaise with insurance companies, business partners and internal colleagues.
• Prepare regular reports and maintain accurate policy records.
• Retrieve and organize historical policy and client information.
• Prepare documentation for policy reviews and servicing requests.
• Take ownership of assigned cases and follow up proactively until the required action is completed.
• Follow up on outstanding cases and ensure required actions are completed on time.
• Check information and documentation carefully for completeness and accuracy.
• Support operational and administrative work of the team as required.
• Assist in improving existing processes through more efficient use of technology and digital tools.

Skills

Attention to detail

Time management

Teamwork

Learning ability

Discretion

Ownership

Communication (English/Cantonese)

Education

University degree

Tools

Excel

Outlook

Job description

Inforce Business Associate - Policy Servicing

We are seeking a detail-oriented and responsible Inforce Business Associate to join the Hong Kong office of an established financial services company.

This is an operations-focused position supporting the ongoing administration and servicing of existing life insurance policies. It is not a sales role.

The successful candidate will work as part of a professional team and will be trained in our internal procedures and insurance servicing processes.

Responsibilities

Support the day-to-day servicing and administration of existing life insurance policies from request through completion

Prepare, check and follow up on premium-related documentation and records

Assist with policy servicing requests, claims and other post-issue transactions

Liaise with insurance companies, business partners and internal colleagues

Prepare regular reports and maintain accurate policy records

Retrieve and organize historical policy and client information

Prepare documentation for policy reviews and servicing requests

Take ownership of assigned cases and follow up proactively until the required action is completed

Follow up on outstanding cases and ensure required actions are completed on time

Check information and documentation carefully for completeness and accuracy

Support operational and administrative work of the team as required

Assist in improving existing processes through more efficient use of technology and digital tools

Requirements

University degree holder

Minimum 1 year of full-time professional working experience, preferably in financial services, client servicing or operations environment

Experience in insurance, banking, financial services, policy administration or operations is preferred

Strong attention to detail and a high level of accuracy

Responsible, organized and able to manage multiple assignments and deadlines

Able to learn new procedures quickly, retain instructions and apply them consistently

Strong written English and good spoken English and Cantonese

Good working knowledge of Microsoft Excel and Outlook, and comfortable working with detailed spreadsheets and records

Comfortable learning new systems and digital tools

Able to handle confidential information with discretion

Strong sense of ownership and willingness to follow assignments through to completion

Comfortable supporting high-volume, deadline-sensitive operational work

Cooperative and dependable when working as part of a team

The Right Candidate

We are particularly interested in someone who:

Notices when information, dates or documents do not look right

Learns from instructions and does not require the same process to be repeatedly explained

Takes notes, remembers procedures and applies what has been learned

Takes ownership of assignments and follows them through to completion

Is comfortable with detailed and sometimes repetitive work

Remains accurate when handling a high volume of information

Asks questions when genuinely unsure

Has a positive attitude towards learning and taking on new responsibilities

Looks for sensible ways to make routine work more efficient

Preferred Experience

Experience in any of the following would be an advantage:

Life insurance

Policy servicing or policy administration

Insurance operations

Banking or financial-services operations

Case processing or administrative support

Claims administration

Excel-based reporting

Document or records management

Relevant industry experience is preferred. We are willing to train a capable candidate with the right professional experience, attitude and aptitude.