Policy Services Specialist — Admin & Transactions

Delken Group Limited; Hong Kong; On-site; HKD 201,000 - 268,000; Full time

Job summary

Delken Group Limited is seeking an Administrative Assistant for Policy Owners Service. The role focuses on handling policy alterations, unit-linked transactions, and premium-related matters in a busy insurance environment.

Requirements include 2+ years in life insurance, independent work ability, and strong English/Chinese communication. Proficiency in MS Word and Excel is expected; the position is on-site in a 5-day work week.

Qualifications

• Post-secondary education; university degree preferable.
• Minimum 2 years experience in life insurance field with relevant experience in handling policy alteration requests or unit-link transactions.
• Able to work independently with minimal supervision and work under pressure.
• High degree of responsibility.
• Able to identify problem and suggest ways for solving the problems.
• Good software skills including MS Word, Excel and Chinese typing.
• Good command of both spoken and written English and Chinese.

Responsibilities

• Handle policy alterations, reinstatement and financial transactions including loan, surrender and unit subscription and redemption.
• Handle unit-linked related transactions.
• Assist in handling premium collection matters including checking and clearing suspense in policies and verifying the premium allocation.
• Follow up routine operational reports for policy alterations.
• Prepare outgoing correspondences.
• Handle enquiries from agents and brokers; participate in ad-hoc projects as assigned.

Skills

Independent work

Under pressure

Problem solving

High responsibility

English/Chinese

Education

Post-secondary education

Tools

MS Word

Excel

Chinese typing

Job description

Delken Group Limited is seeking an Administrative Assistant for Policy Owners Service. The role focuses on handling policy alterations, unit-linked transactions, and premium-related matters in a busy insurance environment.

Requirements include 2+ years in life insurance, independent work ability, and strong English/Chinese communication. Proficiency in MS Word and Excel is expected; the position is on-site in a 5-day work week.