Senior Life Insurance CS Exec | Policy & Claims

Asia Insurance; Hong Kong; On-site; HKD 280,000 - 420,000; Full time

Benefits offered by this job

5-day workweek

Competitive remuneration

Job summary

Asia Insurance in Hong Kong is seeking a Senior Customer Services Executive / Assistant Manager to provide professional, accurate and timely service to policyholders on life insurance policies. You will handle enquiries across channels, support policy servicing and claims, and maintain accurate customer records.

The role requires experience in life insurance operations, strong communication skills in English and Chinese, and a proactive mindset to review processes and implement improvements.

Qualifications

• Diploma, Higher Diploma or university degree, preferably in Insurance, Business Administration, Finance or a related discipline.
• At least 5 years' relevant customer service experience in the life insurance industry, with direct policyholder engagement.
• Good practical knowledge of life insurance policy servicing and claims procedures.
• Proficiency in Microsoft Office and insurance policy administration/customer service systems.
• Strong command of written and spoken English and Chinese, including Cantonese and Putonghua.

Responsibilities

• Handle enquiries from policyholders and relevant parties regarding life insurance policies and policy-related matters.
• Respond professionally to enquiries received through telephone, email, face-to-face meetings and other electronic channels.
• Explain policy information and administrative procedures to customers clearly.
• Follow up customer enquiries and requests to ensure proper documentation.
• Handle customer concerns and complaints professionally and escalate more complex cases as needed.
• Explain claims procedures, documentation requirements and submission processes to policyholders and claimants.
• Assist customers in understanding required documents for claims.
• Maintain proper records of claims-related customer communications and follow-up actions.
• Review and verify annual statements of account and other policy-related statements for completeness and accuracy.
• Check customer, policy and transaction information and identify discrepancies requiring clarification.
• Perform accurate data input and maintenance of customer and policy information in systems.
• Support routine policy administration and servicing activities.
• Maintain high standards of customer service and confidentiality.

Skills

Customer service

Communication

Attention to detail

Teamwork

Problem solving

Education

Diploma/HD or university degree

Tools

MS Office

Insurance policy systems

Job description

Asia Insurance in Hong Kong is seeking a Senior Customer Services Executive / Assistant Manager to provide professional, accurate and timely service to policyholders on life insurance policies. You will handle enquiries across channels, support policy servicing and claims, and maintain accurate customer records.

The role requires experience in life insurance operations, strong communication skills in English and Chinese, and a proactive mindset to review processes and implement improvements.