北 極 星 顧 問 有 限 公 司
Polaris Consultancy Limited
Job Categories
Insurance - GI
Post:  Account Servicing
Salary:  15K - 20K

Responsibilities
  • To provide administration support to the Account Managers on day to day client servicing including but not limit to Employee Benefits and MPF
  • Handle clients' enquiries and provide new and renewal quotations to external clients
  • To provide administrative support including policy maintenance and client servicing
  • Take care some client accounts as an Account Manager
Requirements
  • Degree / Diploma in any discipline with relevant insurance qualifications (Candidates currently sitting for ACII or ANZIFF (Snr Assoc) exam will also be considered)
  • Passed IIQAS Paper 1, 2 and MPF
  • Familiar with commercial line (e.g. Marine Cargo, Motor, Liability, Employee Compensation Credit Risk, Professional Risk.... etc.)
  • With a least 3 years working experience in the area of Employee Benefits and MPF preferably in an insurance broker firm
  • Willing to learn, responsible and prepare to work overtime
  • Self-motivated and able to work independently
  • Less experience will be considered for Officer

Last updated on 2018-06-19 at 9pm
Accounts
Post:  Accounting (Senior Officer/Officer)
Salary:  16K - 26K

Responsibilities:
  • arranging payment / remittance in relation to operating expenses, unit linked fund related process, investment trade settlements,
  • assisting in month end closing,
  • preparing accounting schedules and breakdown, "bank reconciliation"
  • handle administrative work and support ad hoc duties from time to time
Requirements:
  • Degree holder in Accountancy, Finance or equivalent
  • Qualified Accountant, ACCA, HKICPA or equivalent
  • 5 years solid accounting experience, preferable in life insurance industry
  • Knowledge of Oracle system is an advantage
  • Excellent interpersonal and communication skills
  • Detail-oriented, independent and able to work under pressure
  • Highly adaptable to changes with flexible and positive working attitude
  • Excellent written and verbal communication skills in both English and Chinese
  • Candidate with more experience will be considered as Assistant Manager

Last updated on 2018-06-19 at 9pm
Accounts
Post:  Accounting (Officer/Assistant Officer)
Salary:  15K - 18K

Client: general insurance broker.

Responsibilities:
  • Revenue booking transaction by business teams
  • Handle all AR/AP transactions of clients and brokers/ underwriters and its related reconciliations
  • Prepare aging reports
  • Prepare collection statements
  • Arrange settlements after reconciliation
  • Liaise with internal departments or external parties to resolve customer enquiries or overdue accounts
  • Process and support claims and expense payments

Requirements:
  • 1-3 years’ experience in handling AR/AP, credit control, preferably in insurance industry or related business
  • Detail-minded, hardworking and can work under pressure and tight timeline
  • Experience with using an accounting system
  • Good communication and interpersonal skills
  • Independent, well-organized and be a good team player
  • Proficient in MS Office

Last updated on 2018-06-19 at 9pm
Insurance - Pension
Post:  Administrator (Pensions Administration) - Experienced & Fresh Graduate
Salary:  13K - 17K

for a financial company

Responsibilities
  • To manage the assigned MPF scheme accounts to comply with the regulatory and service requirements
  • To process the customers’ requests on enrollment, contribution allocation, switching and benefit payment
  • To handle customers’ enquiries in a timely and professional manner
  • To assist in ad-hoc projects

Requirements
  • Form 5 or above 1-2 years’ pensions administration experience preferred, OR
  • fresh HD/U graduates without experience
  • Customer oriented, initiative with positive working attitude
  • Good typing skills (both English and Chinese)
  • Good numerical sensitivity and attentive to details
  • Good spoken & written English and Chinese
Recent graduates will be considered
Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Asset Liability Management (Senior Analyst)
Salary:  negotiable

For a listed life insurance company.

Responsibilities:
  • Responsible to prepare & analyze reports of ALM risks including interest rate, equity, currency and liquidity risks
  • Participate in the analysis of ALM strategies for insurance and surplus funds to drive business goals
  • Support both local and regional meetings of ALM related committees including Asset Liability Committee, Crediting Rate Committee etc.
  • Develop and maintain ALM asset & Liability models for financial projection & analysis
  • Partner with different stakeholders for supporting diversified ALM initiatives

Requirements:
  • Degree holder major in Actuarial Science or related disciplines
  • Good progress in actuarial examination or close to attain Fellowship
  • At least 4 years of experience in actuarial operations, preferably in ALM/ Financial Risk within life insurance industry
  • Proactive, independent with good analytical skills
  • Excellent communication & interpersonal skills with good command of spoken and written English & Chinese
  • Proficient in Microsoft Excel, knowledge in AXIS would be a plus

Last updated on 2018-06-19 at 9pm
Accounts
Post:  Assistant Accounting Manager/ Senior Officer (1 year contract)
Salary:  28K - 40K

for a listed financial company.

Responsibilities:
  • Reporting to the Senior Finance Manager
  • Reviewing and revamping the work flow and participating in the new accounting requirement development
  • Assisting the superior to conduct impact analysis and system testing and implementation.

Requirements:
  • Degree holder in Accountancy, Finance or equivalent
  • Qualified Accountant, ACCA, HKICPA is desirable but not a must
  • 5 years solid accounting experience, with Life Insurance background an advantage
  • Knowledge of Oracle Financial system will be an advantage
  • Good communication, problem solving and analytical skills.
  • Highly adaptable to changes with flexible, positive working attitude.
  • Detail-oriented, independent and self-motivated
  • Able to work under pressure and meet tight deadline
  • Familiar with MS Word, Excel & PowerPoint
  • Excellent written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

Last updated on 2018-06-19 at 9pm
Accounts
Post:  Assistant Financial Management Manager (Contract)
Salary:  35K - 40K

For a listed financial company.

Responsibilities:
  • Participate in the end to end investment system user testing
  • Assist to write up user requirements for the target system
  • Design the testing scenarios/cases and expected results for user acceptance test (UAT)
Perform user acceptance test and review the testing result
  • Assist to prepare UAT signoff reports for senior management to review
  • Assist to prepare detailed procedure manual for the new systems
  • Perform Ad hoc tasks as required

Requirements:
  • Degree holder or above with major in Accounting, Finance, Business or related disciplines
  • Professional qualification in HKICPA / ACCA preferred
  • 3-5 years working experience in investment accounting
  • Exposure in Investment systems and Oracle Financials is preferred
  • Good understanding in Life Insurance operation and testing cycle will be an advantage
  • Excellent report writing skills in both Chinese and English
  • Fluent in spoken English and Chinese, proficiency in Putonghua is a plus
  • Self-motivated, able to work under pressure and meet tight deadline
  • Good interpersonal and communication skills
  • PC knowledge in MS Office is a must

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Assistant Officer Customer Service (Call Centre)
Salary:  14K - 18K

For a Life Insurance company.

Responsibilities:
  • Conduct ILAS Post-sale call according to the respective procedure
  • Conduct outbound call for the following items including welcome call, client request to change servicing consultant, unclear or stale cheques, adhoc assignments
  • Achieve KPI and this will be communicated to team members regularly
  • Provide answers to customer’s inquiries by in a professional and timely manner
  • Identify complaint case and escalate to manager in a timely manner to avoid delay or missing case
  • Produce accurate and timely report regarding daily activities and discussion records with customers
Requirements
  • University graduated in any discipline, fresh graduate will be considered
  • 1 - 2 years in Customer Service with good knowledge of insurance industry will be an advantage
  • Good knowledge of life insurance
  • Customer focused with positive attitude
  • Good communication and interpersonal skills
  • Good spoken and written English & Chinese
  • Good PC skills in MS Office

Last updated on 2018-06-19 at 9pm
Insurance - Group EB
Post:  Assistant Officer/Assistant - Customer Services Hotline
Salary:  negotiable

for a listed insurance company.

Responsibilities:
  • Handle enquiries through hotlines and e-mails regarding group medical claims
  • Follow up customer enquiries and feedback with good quality standard
  • Ensure the delivery of service meet with our service standard & comply with regulatory requirements
  • To assist junior colleagues in handling complaint cases/ demanding customers

Requirements:
  • Degree holder in business or any related disciplines
  • At least 1-2 years’ experience in group medical/general/insurance/banking and financial field in call centre / customer service related
  • Passed in IIQE paper 1 and 2 preferred but not essential
  • Customer focused with positive attitude & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
Proficiency in MS Word, Excel and Chinese Word Processing
Last updated on 2018-06-19 at 9pm
Insurance - GI
Post:  Assistant Underwriting
Salary:  15K - 20K

Fora General Insurance Agency.

Responsibilities:
  • To assist Chief Underwriter to regularly monitor the effectiveness of existing insurance program
  • To assist Chief Underwriter in developing new insurance products including product training to producers/cedants
  • Identify, analyse and develop sources of desirable new business opportunities including cross-departmental opportunities
  • Build & maintain long term relationship with key producers and cedants
  • Make presentations to prospective producers/cedants; initiate new producer/cedants
  • Carry out other general clerical duties

Requirements:
  • Graduates of Higher Diploma/Degree in Financial Services or other discipline
  • 2 years relevant experiences in insurance industry
  • Excellent interpersonal, communications and presentation skills
  • Fluent English, Mandarin and Cantonese include read and write
  • Proficient in Microsoft Office
  • Chinese Word Processing (optional)

Last updated on 2018-06-19 at 9pm
IT
Post:  Associate Director/Senior Manager, Project Management Practice
Salary:  60K - 70K

For a listed financial company.

Responsibilities:
  • Create project deliverables that meet project sponsor's specified expectations, develop project plans that effectively align scope, time, cost, quality, resources, risk, communication and procurement in a manner that enables highly coordinated execution and control.
  • Drive cross-functional teams to lead the definition, scoping, planning and delivery of the digital projects, independently plan and lead the delivery of complex digital initiatives effectively with the business stakeholders and project teams in highly organized manner.
  • Effectively collaborate with different business work streams to develop and execute project deliverables, including Business Requirements, detailed project plans, milestone charts, and status reports.
  • Identify and resolve any issue on time without impeding the progress. Manage project communications and reporting to all stakeholders. Monitor all projects results for significant deviations and ensure development of contingency plans where necessary, successfully manage and escalate as required for project changes, risks, issues and actions.
  • Establish and maintain strong relationships with IT, business and functional team members to align objectives, resources and expectations
  • Lead project status meetings to apprise all stakeholders of project progress, issues, challenges, and risks. Overall responsibility for all project status, dashboard and financial reporting. Adherence to the program governance framework and conduct regular meetings to monitor the progress of each project
  • Responsible to lead the system launch plan and execution; overall collaboration and communication with various functional parties and external customers including advisors.
  • Lead and manage the delivery of digital project(s) with appropriate methodologies (e.g. agile, iterative, traditional SDLC) for time to market purpose with reduced risks.

Requirements:
  • Bachelor degree holder, preferably with Master degree in business and/or technology disciplines.
  • More than 8 years’ working experience, of which 5 years in project management role and 3 years in multi-national financial services institutions, preferably in insurance companies.
  • Strong leadership, influencing ability, and facilitation skills
  • Excellent communication skills
  • Solid experience in digital solutions such as mobile app platforms, AWS cloud solutions, API integrations, OCCP, AI solutions like chatbot and facial recognitions, at enterprise level of insurance companies.

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Business Analyst
Salary:  negotiable

Client: Life Insurance Company.

Responsibilities:
  • Collaborating with various internal business users in identifying analysis needs,
  • Facilitating users to prepare user requirements and communicating the results and insight for continued improvement,
  • Assisting project managers to prepare various business analysis, market intelligence and management reports, -
Providing technical support for conducting a board of mix analyses which includes customer portfolio, segmentation, predictive models, ad-hoc projects
  • Conducting User Acceptance Tests (UAT) for various system enhancements.

Requirement:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL, OLAP cubes, Access and VBA, other MS office applications, especially in Excel
  • Independent, analytical-minded and problem solving skills
  • Self-motivated, good presentation and interpersonal skills

Last updated on 2018-06-19 at 9pm
IT
Post:  Business Analyst
Salary:  18K - 25K

For a life insurance company.

Responsibilities:
  • Collaborating with various internal business users in identifying analysis needs,
  • Facilitating users to prepare user requirements and communicating the results and insight for continued improvement,
  • Assisting project managers to prepare various business analysis, market intelligence and management reports,
  • Providing technical support for conducting a board of mix analyses which includes customer portfolio, segmentation, predictive models, ad-hoc projects and conducting User Acceptance Tests (UAT) for various system enhancements.

Requirement:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL, OLAP cubes, Access and VBA, other MS office applications, especially in Excel
  • Independent, analytical-minded and problem solving skills
  • Self-motivated, good presentation and interpersonal skills

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Business Development Director
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to Head of Sales, Agency and Retail Distribution, the incumbent will develop a business portfolio targeting high end customers in Hong Kong and Greater China
  • Build and maintain a strong client network through constant connection & update on market conditions
  • Familiarize with latest trend and movement of the trade practice
  • Work closely with internal departments to maximize cross-selling and business development opportunities
  • Supervise a team of Business Development Officers and monitor the team’s performance to ensure service quality and professionalism

Requirements:
  • Degree holder in any discipline, preferably with major in BBA / Finance / Economics
  • Strong business acumen and diversified cultural awareness, especially with Greater China market
  • 3 years of experience in financial / insurance industry or being an intermediary of any kinds of industry is highly regarded
  • Client-oriented, preferably with solid experience in personal selling of financial, insurance products
  • Sales driven with strong leadership skills
  • Fluent in English, Cantonese and Mandarin
  • Regular travelling is required

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Business Development Officer
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to Business Development Director, Agency and Retail Distribution, the incumbent will conduct research, survey and analysis to identify business opportunities from Greater China market
  • Prepare thorough studies, reports and business proposals for management review
  • Provide quality & professional services to distribution & high net worth clients in a timely manner for sales support
  • Maintain a high customer service standard and connection with prospects and existing clients
  • Perform any ad hoc duties as assigned

Requirements:
  • Degree holder in any discipline, preferably with major in BBA / Finance / Economics
  • Strong business acumen and diversified cultural awareness, especially with Greater China market
  • Prior working / internship experience within financial / insurance industry is highly regarded
  • Customer oriented with excellent interpersonal skills
  • Sales driven with strong determination to succeed
  • Fluent in English, Cantonese and Mandarin
  • Occasional travelling is required
  • Fresh graduates and non-local graduates IANG will be considered

Last updated on 2018-06-19 at 9pm
Insurance - Pension
Post:  Call Centre - CS Representative/Assistant Officer/Officer (Pensions) - few posts
Salary:  16K - 25K

For a listed financial company.

Responsibilities
  • Handle MPF & ORSO enquiries through hotlines and emails
  • Provide quality customer services through our phone channel
  • Follow up customer enquiries and feedbacks with good quality standard
  • Delivery of quality service to meet the productivity benchmark, service standard and comply with regulatory requirements

Requirements
  • Degree holder in business or related disciplines
  • Minimum 2 years’ experience in banking and financial industries, preferably in call centre / customer service related
  • Passed in MPF Exam preferred
  • Customer focused with positive attitude
  • Good communication and interpersonal skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Proficiency in MS Word and Excel

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Customer Services Officer
Salary:  15K - 20K

For a listed insurance company.

Responsibilities:
  • Handling enquiries / feedback of customer and bank representatives and delivering quality customer service.

Requirements:
  • Bachelor Degree ( holding professional insurance qualification (e.g. IIQE, FLMI) is definitely an advantage)
  • 1-2 years working experience in life insurance with solid customer relationship management experience
  • Excellent customer-service mindset with effective interpersonal and communication skill
  • Good team player, able to work independently and willing to work overtime
  • Positive, attentive to details and good organizing skills.
  • Conversant with MS Word, Excel and Chinese Word Processing
  • Proficient in spoken & written English and Chinese
  • Preference will be given to candidates with good command of spoken Mandarin; proficiency in other Chinese dialects will be an asset

Last updated on 2018-06-19 at 9pm
Accounts
Post:  Finance (Senior Officer/Officer)
Salary:  20K - 23K

For a listed financial company.

Responsibilities:
  • Arranging payment / remittance in relation to operating expenses, unit linked fund related process, investment trade settlements,
  • Assisting in month end closing,
  • Preparing accounting schedules and breakdown, bank reconciliation, etc
  • Handle administrative work and support ad hoc duties as and when required.

Requirements:
  • Diploma / Associate Degree holder in Accountancy, Finance or equivalent
  • Qualified Accountant, ACCA, HKICPA or equivalent
  • 5 years solid accounting experience , preferable in life insurance industry
  • Knowledge of Oracle system is an advantage
  • Excellent interpersonal and communication skills
  • Detail-oriented, independent and able to work under pressure
  • Highly adaptable to changes with flexible and positive working attitude
  • Excellent written and verbal communication skills in both English and Chinese
  • Preference will be given to those who can report shortly
  • Candidates with more experience will be considered for the position of <b.Senior Finance Officer</b>

Last updated on 2018-06-19 at 9pm
Accounts
Post:  Fund Operation (Assistant Officer)
Salary:  20K - 25K

For a listed financial company.

Responsibilities:
  • Perform checking on investment order after investment team placed the order on daily basis
  • Perform checking on contract notes
  • Record daily fund price and update NAV
  • Prepare management fees to fund house monthly
  • Prepare accrual fees to finance team
  • Perform monthly reconciliation monthly valuation and unit holdings
  • Assist in handling system enhancement projects.
  • Assist in team administration and ad hoc tasks

Requirements:
  • Diploma or above
  • Minimum 2 years’ fund administration experience in either MPF or asset management industry
  • Basic knowledge in fund operations and SFC & MPFA regulations with respect to fund dealing preferred
  • Proficiency in MS Word, Excel and Chinese Word Processing
  • Proficient in both spoken and written English and Chinese

Last updated on 2018-06-19 at 9pm
Insurance - Pension
Post:  Fund Operation (Assistant Officer)
Salary:  20K - 25K

For a listed financial company.

Responsibilities:
  • Perform checking on investment order after investment team placed the order on daily basis
  • Perform checking on contract notes
  • Record daily fund price and update NAV
  • Prepare management fees to fund house monthly
  • Prepare accrual fees to finance team
  • Perform monthly reconciliation monthly valuation and unit holdings
  • Assist in handling system enhancement projects.
  • Assist in team administration and ad hoc tasks

Requirements:
  • Diploma or above
  • Minimum 2 years’ fund administration experience in either MPF or asset management industry
  • Basic knowledge in fund operations and SFC & MPFA regulations with respect to fund dealing preferred
  • Proficiency in MS Word, Excel and Chinese Word Processing
  • Proficient in both spoken and written English and Chinese

Last updated on 2018-06-19 at 9pm
Insurance - Group EB
Post:  Group Medical Administration Administrative Assistant
Salary:  13K - 16K

For a listed insurance company.

Responsibilities:
  • Handle daily members' changes and cards issuance to clients and follow up with clients for any outstanding issues
  • Handle customers service hotline and other general written enquiries from internal and external customers
  • Handle assigned cases of new business and renew policies and ensure policy contracts, invoices and related administrative services are delivered within the service standard, operation procedures and guidelines
  • Coordinate with panel to investigate medical card service from members
  • Handle other administrative tasks / projects as assigned

Requirements:
  • Higher diploma or above with 1 year clerical experience preferably in insurance industry
  • Hands on PC skills in using MS Word and Excel
  • Good typing skills (both English and Chinese)
  • Good command of both written and spoken English and Chinese

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  HNW Case Manager / Officer
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Obtain sufficient information and documentation from clients to review cases and underwriting requirements
  • Ensure effective process efficiency , policy insurance & renewal, client relations, and claims administration of cases
  • Maintain high quality service standard expected of Sun Life brand in order to foster long lasting client relationships
  • Contribute to the continuous improvement of CRM systems, procedures and processes to ensure the efficient and effective operations of the function
  • Ensure compliance with all guidelines and other operational standards and procedures as well as relevant regulations and laws
  • Provide strong relationships to build sales, support product and proposition development, strengthen High Net Worth Operations

Requirements:
  • Degree holder with Bachelor of Arts or Science
  • Minimum 4 years working experiences with Universal Life Case Management experiences
  • Competence in insurance products, underwriting and case management, preferably in High Net Worth segment
  • Self-confidence, able to work under minimal supervision
  • Proficient in both spoken and written English and Chinese

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Learning & Development Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assist in talent development, programs development, implementing & coordination, vendor management and staff communication, etc.
  • Conduct “Training Needs Analysis”, design and develop training and development programs based on the needs of the organisation and the individual
  • Assist in managing the delivery of training and development programs.
  • Plan, develop, and provide training and staff development programs, using knowledge of the effectiveness of methods such as classroom training, demonstrations, on-the-job training, meetings, conferences, and workshops
  • Preparation of training reports and training data analysis
  • Perform ad-hoc projects and administration duties as assigned

Requirements:
  • Degree holder, preferable in Human Resources or relevant disciplines
  • Qualifications in certified training programs or related professional qualification is preferable
  • At least 7 years working experience in HR and 5 years solid experience in training and Development functions in insurance/banking industry
  • Excellent interpersonal and communication and skills
  • Self-motivation and willingness to learn and a good team player
  • Proficient in MS Office application (Word, Excel, PowerPoint and Chinese Word Processing)
  • Excellent command of spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Manager, Agency Promotion & Communication
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • In charge of production of Agency marketing collaterals including Management messages, Agency newsletters, sales production posters and various types of booklets.
  • Organize Agency Meetings hosted by General Manager, Distribution & Marketing and Chief Agency Officer.
  • Provide support in events hosted by Agency Promotion & Communication team.
  • Act as the communication hub between the team and Agency force.

Requirements:
  • Degree holder in Marketing, Communications or Business Administration
  • At least 5 years relevant experience, candidates with experience within life insurance industry would be a plus
  • Excellent command of both written and spoken English and Chinese
  • Proficient in MS Office including Words, Excel, Powerpoint and Chinese word processing

Last updated on 2018-06-19 at 9pm
IT
Post:  Network Support Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities
  • Ensure successful implementation of all initiatives and projects in smooth transition or migration
  • Lead day to day network and voice services operations
  • Monitor core services to ensure pre-defined service levels are met
  • Handle the troubleshooting of technical issues until its full closure
  • Perform vendor governance including service level compliance, contract pricing, delivery progress, and improvement opportunities
  • Ensure network and voice infrastructure are all running at the optimum level with sufficient expansion capacities
Requirements
  • Higher Diploma or above in Computer Science or related discipline
  • At least 5 years of experience in managing network and voice infrastructure equipment, systems and software required
  • Experience in executing network technology rollouts in multi locations enterprise environment is strongly desired
  • CCNA or above certification is an advantage
  • Knowledge of administrating the network equipment such as LAN/WAN switch, CheckPoint firewall, F5 load balancer, VPN, and router
  • Knowledge of IP telephony (IPT) technologies, enterprise security management
  • Working knowledge in network management and administration, hardware, and software utilized throughout the company
  • Knowledge of voice and data hardware, software and services to include company telecommunications equipment, servers, networking, application systems
  • Good communication and interpersonal skills to work effectively with all level of people
  • Good command of both English and Chinese

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Officer (Policy Administration Business Analyst) - 6 months Contract
Salary:  15K - 25K

for a listed insurance company.
Responsibilities
  • Rendering assistance in various operations projects such as operations system enhancement, preparing test plan, carrying out UAT, system testing and data cleansing.

Requirements:
  • Diploma or above preferably with professional insurance qualification (e.g. LOMA, ACS)
  • 1-3 years or above experience gained in life insurance industry
  • Knowledge on AML requirements or experience in life system revamp and/or enhancement will be a definite advantage
  • Attentive to details, well organized with good logical and analytical thinking
  • Excellent interpersonal and communication skills
  • Able to work under pressure and meet the tight project deadlines
  • Familiar with MS Word, Excel & PowerPoint
  • Good written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Officer (Product Development)
Salary:  16K - 22K

For a listed insurance company.

Responsibilities:
  • assist the team leader / Head of Product Development in life insurance product design and product launch implementation and product recommendation
  • analyzing market segments, sales data and deriving market intelligence reports
  • preparing product specifications and product launch materials.

Requirements:
  • Degree in Marketing/ Finance/ Insurance or equivalent
  • 3 years or above relevant working experience with knowledge of life insurance market
  • Excellent analytical, quantitative and problem solving skills and strong attention to details
  • Strong communication and good interpersonal skills
  • Conversant in MS Word, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese

Last updated on 2018-06-19 at 9pm
Insurance - Pension
Post:  Officer/Assistant Officer Pension Administration
Salary:  18K - 23K

For a listed financial company.

Responsibilities
Contribution Team
  • As Account Holder
  • Handle daily administration of retirement schemes and perform customer service related activities
  • Process member enrollments, terminations, and group changes in accordance with the approved company procedures, policies and local regulations
  • Maintain accurate records and thorough documentation
  • Perform clerical support such as data input
  • Perform other job related duties or special projects as required
Requirements:
  • Secondary school graduate or equivalent
  • 3 to 6 years of relevant experience in MPF and/or ORSO schemes administration
  • Self-starter, team player and attentive to details
  • Strong analytical skills and good at PC applications especially Excel, Word and PowerPoint
  • Strong communication and customer service skills
  • Good command of spoken and written English and Chinese
  • Candidates with less or more experience will be considered as Assistant Officer or Senior Officer
  • Fresh graduates will also be considered for administrator

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Operational Risk Management Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Develop, enhance and implement operational risk (including fraud risk) management and business continuity planning(BCP) related policies and guidelines
  • Assist business / supporting functions on operational risk identification, assessment, monitoring, control or mitigation and reporting;
  • Work closely with business / supporting functions and prepare regular operational risk reports to Management;
  • Monitor and ensure business / supporting functions provide timely incident reporting and issue resolution;
  • Monitor business / supporting functions on remediation plans to address warning key risk indicators.;
  • Perform regular and ad-hoc risk and control assessments to validate effectiveness of controls and provide recommendations;
  • Perform operational risk assessment on new products / services and on-going product due diligence;
  • Manage and participate in BCP drill activities Support any ad-hoc operational/fraud risk investigations

Requirements:
  • Bachelor degree in Risk Management, Business Administration, Accounting or related discipline
  • Minimum 6 years relevant experience in life insurance industry. Experience in operational risk management, fraud risk management, audit or internal control is highly preferred.
  • Knowledge in Insurance Companies Ordinance and good understanding of Hong Kong insurance regulatory framework is preferred
  • Tactful in dealing all levels of staff and business associates
  • Positive mentality with flexible working attitude
  • Excellent communication, analytical and writing skills
  • Highly adaptable to changes and unprecedented challenges
  • Detail-minded, mature, confident, self-motivated and able to work under pressure
  • A good team player & able to work proactively & independently
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)
  • Proficient in MS Office and Excel

Last updated on 2018-06-19 at 9pm
Insurance - Pension
Post:  Pensions Documentation Processing Administrator
Salary:  15K - 18K

For a listed financial company.

Responsibilities:
  • Dispatch all incoming documents through fax, courier, post office & internal department within service standard
  • Responsible for scanning and indexing all incoming documents within the agreed time frame
  • Ensure good quality for all images and dispatch all imaged documents to relevant party on time
  • Perform imaging record reconciliation
  • Coordinate with relevant party for handling unidentified documents
  • Provide other supportive function services, such as filing documents, returned mails handling and other ad-hoc tasks

Requirements:
  • Form 5 or above
  • Minimum 2 years of working experience in administrative works
  • Basic knowledge of MPF Scheme and related regulations preferred
  • Good typing skills (both English and Chinese)
  • Good spoken & written English and Chinese

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Policy Administration (6 months contract)
Salary:  15K - 20K

For a listed insurance company.

Responsibilities:
  • Providing life insurance policy services to our clients relating to various types of policy changes in a timely and professional manner in compliance with regulatory & business requirements,
  • Handling data capture
  • Providing administration support to the department.

Requirements:
  • Diploma holder or above
  • 3 years’ experience or above in policy administration, preferably gained from life insurance company
  • Well organized and detail minded
  • Strong interpersonal and communication skills
  • Familiar with MS Word, Excel, PowerPoint and Chinese typing
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Project Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Execute projects according to project plan
  • Assessing PnL and Risk analysis for the firm and support of CSA, IFRS9, Murex project implementation
  • Partner with external and internal teams to define requirements and deliver solutions
  • Review the quality of the work completed by vendors or other outsource parties on a regular basis to ensure that they are up to standards
  • Facilitate and coordinate UAT process
  • Ensure a smooth transition when projects are implemented
  • Establish a regular communication schedule and present to stakeholders project progress
  • Develop forms and records to document project activities
  • Set up files to ensure that all project information is appropriate documented and secured

Requirements:
  • Bachelor degree in Economics, Finance, Accounting or Business Administration disciplines.
  • Minimum 2 years working experience in financial services industry or project management.
  • Good project management skills and a track record in delivering complex projects on behalf of investment
  • Good technical knowledge and logical mindset in technology, product and process
  • Good interpersonal, communication and analytical skills
  • Strong understanding of the end to end project cycle
  • Good command of PC skills including MS Word, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese.

Last updated on 2018-06-19 at 9pm
IT
Post:  Project Management Manager
Salary:  negotiable

For a listed financial company.

Key Role:
The incumbent will be responsible for driving system and process changes for improvement and managing project implementation to ensure that user requirements are properly specified, project objectives are appropriately met, and assisting the Head of Project Management to maintain effective communication within the team to ensure the team can operate efficiently and effectively.

Responsibilities:
  • Implement approved recommendations with business and IT and assist planning, guiding, organizing and monitoring implementation projects to effect changes for improvement and to obtain planned benefits
  • Ensure adequate controls in the reengineered or improved processes to meet audit requirements and corporate governance.
  • Monitor the overall development quality to ensure the system delivery meets the business needs and is developed within the planned resources
  • Oversee Change Requests to ensure the IT resource is used in a cost effective way
  • Recommend the signoff on functional specifications to ensure the functionalities of the system conform with the business requirements
  • Assess the testing scope of all projects to ensure the system functions are well tested before launch
  • Monitor the progress of UAT to ensure the deadline of each project can be met
  • Communicate with the user departments to help the users to have a better understanding of the new system functions and the progress of each testing item
  • Advise users on workaround in the existence of system deficiencies to help to establish operational procedures
  • Coach subordinates to improve staff’s system and business knowledge
  • Manage the training process to improve the quality of training and enhance the staff’s awareness on the operational issues

Requirements:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management, Finance or Accounting or related subjects with at least one insurance professional qualification (FLMI, PMP)
  • 6 years relevant experience in insurance with 6 years management in business analysis, project management or IT-related areas
  • Process improvement and process re-engineering obtained via O&M and six-sigma (black-belt) practice in various industries
  • Certified PMP will be an advantage
  • Excellent presentation, interpersonal and communication skills and strong analytical mind
  • Highly adaptable to changes and unprecedented challenges

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Risk Management Manager/Assistant Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to Head of Risk Management
  • To work closely with other departments in promoting proactive management of the underlying Asset Liability Management and liquidity risks, policy and control framework setting and various ad-hoc projects.

Requirements:
  • Degree in Actuarial Science, Mathematics or Statistics or equivalent.
  • Minimum 5 years of experiences in actuarial or insurance industry
  • Strong interpersonal, problem solving and time management skills.
  • Good attention to details for high accuracy
  • Knowledge of Axis & Bloomberg is a definite advantage.
  • Excellent working knowledge in Excel & Access.
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin).
(Candidates with less experience will be considered as Assistant Manager.)
Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Senior Actuarial Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support the development and the implementation of the new risk-based financial reporting regimes, for example, IFRS 17, Hong Kong Risk-Based Capital etc
  • Perform Quantitative Impact Study (QIS) and provide corresponding analysis associated with the new reporting regimes
  • Develop and enhance actuarial models to meet regulatory requirements
  • Setup infrastructure for future financial reporting processes
  • Support other actuarial projects and business initiatives as assigned

Requirements:
  • Degree holder major in Actuarial Science or related disciplines
  • Good progress in actuarial examination or obtained ASA requirements
  • At least 3-4 years of actuarial experience within life insurance industry
  • Proactive, independent with strong analytical skills
  • Excellent communication & interpersonal skills with good command of spoken and written English & Chinese
  • Proficient in Microsoft Excel, knowledge in AXIS would be a plus

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Senior Claims Officer
Salary:  negotiable

For a listed life insurance company.

Responsibilities:
  • Handling daily claim cases, answering enquiries and providing claims support and services to the agents and customers
  • Administer individual life claims according to company philosophy ad guidelines
  • Handle claims related enquiries from policyholders and frontline agents
  • Support departmental reporting
  • Assist on any ad hoc task provided by the management
Requirements:
  • Bachelor Degree or above or with equivalent insurance professional qualifications
  • Minimum 3 years of relevant working experience
  • Strong communication and problem solving skills
  • Willing to work under pressure with positive working attitude
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)
  • Candidate with less experience will be considered as Officer

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Senior Compliance Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to the Head of Compliance and Operational Risk Management
to lead a team to drive and enhance the company-wide compliance culture. In particular, the incumbent must demonstrate ability to:

  • Identifying compliance risk, and providing sound and justified compliance advice to support business initiatives
  • Driving and monitoring compliance related projects, including regulatory changes and group wide compliance initiatives
  • Communicating and influencing effectively with different stakeholders and external parties including regulators
  • Supervising and coaching the compliance team
  • Adaptable to changes and unprecedented challenges

Requirements:
  • Bachelor degree in Law, Risk Management, Business Administration or related disciplines
  • Minimum 8 years relevant experience in life insurance compliance function
  • Working knowledge in Insurance Companies Ordinance, Securities and Futures Ordinance, good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred
  • Detail-minded, mature, confident, self-motivated and able to work under pressure
  • A good team player & able to work proactively & independently
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Senior Officer/Officer Customer Service (Call Centre)
Salary:  23K - 30K

For Life insurance company.

Responsibilities
  • Handles enquiry on broad range of services issues from customers via hotline services, focus on handling in-bound calls
  • Tracks enquiry for statistical & MIS report purpose
  • Liaises with internal department, channels and customers on reply of enquiry and completion of requirement
  • Handle complicated complaint from all channels, carry out investigation and liaise with relevant parties to obtain relevant information for decision making, propose resolutions / obtain approval from higher level and record the case details
  • Conduct various outbound call with documented protocols
  • Performs policy conservation with documented protocols
  • Participates in customer service related projects
  • Recommends solutions to improve the workflow and service in the team
  • Process withdrawal request on spot according to authority and KPI
  • Handle daily data input and ensure 100% accuracy

Requirements
  • University graduated in any discipline
  • 4 - 7 years in Customer Service with good knowledge of insurance industry
  • Good knowledge of life insurance
  • Customer focused with positive attitude
  • Good communication and interpersonal skills
  • Good spoken and written English & Chinese
  • Good PC skills in MS Office

Last updated on 2018-06-19 at 9pm
Insurance - Group EB
Post:  Specialist (EB Business Development)
Salary:  38K - 42K

For a listed insurance company.

Responsibilities
  • Achieve sales targets as assigned by working with distribution channels in developing Pensions & Group business
  • Provide input for formulating sales & marketing strategies and responsible for the subsequent implementation
  • Handle the ad-hoc projects as assigned from time to time
  • Compile regular sales reports to management and distribution channels for business review

Requirements
  • University Degree, Major in Marketing / Business Admin preferred
  • At least 5 years' experience in pension & group sales, preferably with experience in distribution channel sales operation
  • Excellent presentation and negotiation skills
  • Aggressive to grow business (with Profit)
  • Successfully to build strong connection with distribution channel & clients
  • Be always to give recommendations and contribute new ideas to improve

Last updated on 2018-06-19 at 9pm
IT
Post:  System Analyst/Analyst Programmer
Salary:  negotiable

For a sizeable insurance client:

Responsibilities
collecting and analysing user requirements,
producing Functional and/or System specifications
building or enhancing various systems to cope with business needs.
provide supervision on Analyst Programmer/Programmer to ensure quality deliverables.

Requirement
Degree in Computer Science or equivalent
At least 5 years’ relevant experience in which 1-2 years as system analyst in the insurance industry
Ability to applied expert programming skills in Ingenium/CAPSIL is an advantage
Familiar with the application development tools such as COBOL, Java Script, VB and Crystal Report etc.
Strong analytical, problem solving and staff coaching skills, particularly in integrating and recommending various complicated IT/business solutions
Good understanding of IT System Development Life Cycle (SDLC), its stages major tasks and deliverables
Candidate with less experience will be considered as Analyst Programmer
Last updated on 2018-06-19 at 9pm
Insurance - Life
Post:  Underwriting Temporary Clerk (6 months)
Salary:  12K - 14K

For a listed life insurance company.

Responsibilities:
  • Provide administration support related to data input of life insurance policy
  • Assisting the daily operation work flow of the Underwriting & Claims Department.

Requirements:
  • F.5 or above
  • Preferably with administrative support experience gained in life insurance industry. Fresh graduates will also be considered
  • Attentive to details and possessing strong problem solving, analytical and organizing skills
  • Excellent interpersonal and communication skills
  • Able to work under pressure and overtime
  • Familiar with MS Word, Excel & PowerPoint
  • Good written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

Last updated on 2018-06-19 at 9pm