Policy Servicing Manager

Job Responsibilities

• Manage the full policy lifecycle after policy inception, including endorsements, renewals, cancellations, and policy updates.

• Ensure policy documents, endorsements, certificates, and related documentation are issued accurately and within stipulated timelines.

• Verify policy terms, conditions, premiums, and coverage against placement instructions.

• Maintain accurate policy records and documentation within internal systems and client files.

• Monitor policy expiry dates and proactively initiate renewal processes.

• Coordinate with consultants, insurers, and internal stakeholders to obtain renewal terms, quotations, and required documentation.

• Prepare renewal summaries and supporting documentation for consultants' review and client presentations.

• Follow up on renewal instructions to ensure timely policy renewal and continuity of coverage.

• Act as the key liaison between insurers, consultants, and internal teams on policy servicing matters.

• Follow up with insurers on outstanding endorsements, premium statements, confirmations, and other policy-related documents.

• Ensure compliance with internal procedures, regulatory requirements, and service standards.

Requirements

• Diploma or Bachelor's Degree in Business, Finance, Insurance, or a related discipline.

• Relevant experience in insurance policy administration, policy servicing, underwriting support, or related insurance operations.

• Open to candidates at Executive, Assistant Manager, or Manager level, depending on experience.

• Proficient in both written and spoken Chinese and English, as the role requires reviewing and understanding Chinese-language policy documents and liaising with Chinese-speaking stakeholders.

• Strong attention to detail with the ability to manage multiple tasks and deadlines.

• Good communication and interpersonal skills with a customer-focused mindset.

• Proficient in Microsoft Office applications and comfortable working with internal systems.