Policy Administration Officer

AcWise Recruitment Limited; Hong Kong; On-site; HKD 201,000 - 290,000; Full time

Job summary

AcWise Recruitment Limited is seeking a Policy Administration Officer in Hong Kong to handle policy applications, renewals, endorsements, and amendments while keeping accurate client records and documentation in line with company requirements.

You will liaise with insurers, consultants and internal teams to ensure timely processing, perform data entry, prepare documents, and provide admin support to the servicing teams.

Qualifications

• 1-3 years of administrative experience in insurance or financial services.
• Proficient with MS Word and Excel; able to learn policy systems quickly.
• Detail-oriented with high accuracy in document processing.
• Strong organisational and time management skills; can multitask.
• Able to work independently and as part of a team; immediate availability a plus.

Responsibilities

• Process policy applications, renewals, endorsements and amendments.
• Maintain well-organised client records and policy documentation.
• Liaise with insurers, consultants and internal teams for timely processing.
• Data entry and maintenance of client and policy information in internal systems.
• Prepare, verify and dispatch policy documents to clients and insurers.
• Monitor outstanding requirements and follow up to ensure timely issuance.
• Handle post-sale servicing requests including fund switches and alterations.
• Provide administrative support to business and servicing teams.

Skills

Organisational skills

Time management

Attention to detail

MS Word

MS Excel

Independent worker

Education

HKDSE, HKCEE or above

Tools

Policy administration systems

Microsoft Office suite

Job description

A Policy Administration Officer processes insurance policy applications, renewals, endorsements, and amendments, maintaining comprehensive client records and policy documentation in compliance with company requirements. The role involves liaising with insurance companies, consultants, and internal teams to ensure smooth and timely processing of policy applications and servicing requests.

Key responsibilities

Process insurance policy applications, renewals, endorsements, and amendments accurately and efficiently

Maintain comprehensive and well-organised client records and policy documentation in compliance with company requirements

Liaise with insurance companies, consultants, and internal teams to ensure smooth and timely processing of policy applications, policy issuance, and servicing requests

Perform data entry and maintain accurate client and policy information within internal systems and databases

Prepare, verify, and dispatch policy documents, correspondence, and related materials to clients and insurance companies

Monitor outstanding requirements and follow up with relevant parties to ensure timely completion of policy issuance and servicing transactions

Handle post-sale policy servicing requests, including fund switching, withdrawals, policy alterations, and other administrative transactions

Provide administrative and operational support to the business and servicing teams as required

About you

1-3 years of administrative experience, preferably gained within an insurance brokerage, insurance agency, wealth management, or financial services environment

HKDSE, HKCEE or above

Strong organisational and time management skills, with the ability to handle multiple tasks and meet deadlines

Detail-oriented with a high level of accuracy in processing documents and data

Proficient in Microsoft Office applications, particularly Word and Excel

Familiarity with policy administration systems or client database systems is an advantage

Good command of written and spoken English and Chinese, including Cantonese and Mandarin

Self-motivated, responsible, and capable of working independently as well as part of a team

Immediate availability is highly preferred