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 2019-06-16 at 10pm
Insurance - Life
Post:  Actuarial Manager
Salary:  55K - 60K

For a listed insurance company.

Responsibilities:
  • Reporting to Head of Actuarial Pricing,
  • Involving in product development and pricing, assessing channels’ compensation,
  • Forming & implementing reinsurance strategy,
  • Assist in providing analysis on various business related strategies and topics of interest.

Requirements:
  • Qualified actuary with degree in Actuarial Science, Mathematics, Statistics or equivalent
  • Minimum 6 years working experience in life insurance industry, with supervisory experience in actuarial and pricing related functions.
  • Experience in companies with sales multi-channels and/or multi-business units is preferred
  • Strong interpersonal, problem solving and communication skills
  • Knowledge of Axis is an advantage
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2019-06-16 at 10pm
Insurance - Group EB
Post:  Administrative Assistant (Group Insurance Administration)
Salary:  15K - 18K

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
  • 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 2019-06-16 at 10pm
General
Post:  Administrative/Secretarial Support (Administrative Assistant)
Salary:  20K - 25K

For an international financial company.

Responsibilities:
  • Provide secretarial and clerical support to the (Regional Office) team
  • Coordinate travel schedule, flight & hotel arrangements
  • Responsible for preparing the Travelling & Expenses reports for senior executives members
  • Assist in processing purchase order and payment
  • Other ad hoc tasks whenever necessary

Requirements:
  • Matriculated or above, preferably with formal secretarial training
  • Good command of written and spoken English and Chinese including Mandarin
  • Minimum 5 years’ relevant experience gained in MNC
  • Proficient in Window applications (e.g. MS Word, Excel, Powerpoint)
  • Strong sense of responsibility, well-organized and able to work independently
  • Pleasant personality with positive and helpful attitude
  • Immediately available is preferred

Last updated on 2019-06-16 at 10pm
Insurance - Pension
Post:  Administrator (Pensions Administration) - Experienced
Salary:  17K - 18K

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 2019-06-16 at 10pm
Accounts
Post:  Assistant Accountant/Accounts Officer
Salary:  20K - 25K

For a listed financial company.

Responsibilities:
  • to provide accurate and timely administration of collection, allocation / application of cash receipts
  • disbursement process
  • perform credit control and reconciliation of accounts timely
  • answering enquiries and liaise with related parties for follow up action.

Requirements:
  • Degree holder with 4 years’ related experience in accounting
  • Strong Communication, interpersonal and analytical skills
  • Proficiency in MS Office 2010 (e.g. Excel, Word)
  • Good command of English and Chinese (including Mandarin)
  • Able to work under pressure and meet tight deadline,

Last updated on 2019-06-16 at 10pm
Accounts
Post:  Assistant Accounts Officer
Salary:  17K - 22K

For a Financial company.

Responsibilities<.u>:
  • Prepare reconciliation for various balance sheet items in the ledger account
  • Prepare journals relating to bank charges etc
  • Prepare supporting schedules for reconciliation
  • Maintain documentation in a proper manner after account reconciliation
  • Minor payment related tasks
  • Assist in ah-hoc work assigned

<u>Requirements
:
  • Diploma Holder with 3 years of working experience in accounts/bank reconciliation
  • Excellent skills in MS Excel
  • Basic knowledge of general accounting knowledge
  • Strong communication skills
  • Student member of any professional accounting body will be preferable

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Assistant Manager (Policy Administration) (8 Months Contract)
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Engaging into compliance related tasks, including Anti-Money Laundering (AML) related policy review
  • Performing AML regular review exercises and Enhanced Due Diligence (EDD) on high risk customers
  • Providing administrative support and other ad-hoc tasks as required.

Requirements:
  • Diploma holder or above with professional insurance qualification (e.g. FLMI, ACS, CAMS)
  • 7 years’ experience or above in life insurance, preferably in policy administration, of which 2 – 3 years in supervisory level
  • With AML related knowledge and working experience
  • Strong analytical, interpersonal and communication skills
  • Detail minded and proactive, with strong sense of responsibility
  • Familiar with MS Word, Excel, PowerPoint and Chinese typing
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Assistant Manager (Underwriting, Medical Cases)
Salary:  35K - 45K

For a listed financial company.

Responsibilities:
  • Perform risk assessment of medical cases within authorized authority limits;
  • Ensure the assigned new business tasks comply with the Company’s New Business Policy & Procedures, Underwriting Guideline, Rule Book and service pledge;
  • Handle enquiries from sales and claims channels;
  • Review underwriters’ works if required and provide second approval on applications referred from Underwriters;
  • Contributes to the setting of service pledge and performance indicators and monitors daily performance against standards;
  • Allocate work and monitor completion of the business transactions according to guidelines;
  • Makes recommendations and execute process streamlining and service improvement initiatives;
  • Handle ad-hoc assignments.
  • Coach junior staff

Requirements:
  • University graduate with professional qualification such as FLMI
  • 5-6 years of experience in underwriting, with 3-4 years of supervisory experience
  • Comprehensive skills in medical and financial underwriting
  • Strong analytical and problem solving skills
  • Competent PC knowledge, includes Excel, Word and PowerPoint
  • Good spoken and written English and Chinese communication skills

Last updated on 2019-06-16 at 10pm
IT
Post:  Assistant Manager Pensions Business Analysis (1 Year Renewable Contract)
Salary:  negotiable

For a Pensions Trustee.

Responsibilities</u:
  • Collect, analyze and document business requirements and working closely with business users, IT and vendors to formulate and implement solutions to cope with business needs
  • Assist in the re-engineering, improvement or replacement of business processes and associated technology
  • Take ownership of project issues and engage the appropriate resources to reach solution
  • Provide input to facilitate business users, IT and vendor for system quality assurance process
  • Provide production support and solution to key stakeholders to meet operation and regulatory requirements
  • Coordinate the rollout of system solutions with business users, IT and vendors

<u>Requirements

  • Bachelor Degree in Computer Studies or Information System or other related disciplines
  • Minimum 6 years working experience as a Business Analyst or System Analyst, preferably in pensions industry
  • Technical knowhow in Group Retirement Benefit or Wealth Management system applications development and implementation
  • Experience in data analysis and / or imaging & workflow system is preferred
  • In-depth experience with Microsoft Office products (Word, Excel, PowerPoint, Visio)
  • Microsoft Access and/or SQL experience strongly preferred
  • Excellent verbal and written communication skills
  • Fluent in spoken and written English and Chinese

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Assistant Manager/Senior Actuarial Analyst (Product Pricing)
Salary:  negotiable

For a life insurance company.

Job Highlights
  • Product Development Process
  • Inforce Product Management
  • Pricing Model

Responsibilities:
  • Support the product development process to ensure the product meet company’s profitability requirement.
  • Support the inforce product management to improve overall profitability of the Life & Health portfolio
  • Responsible to setup the pricing model for new product initiative and ensure accuracy and quality.
  • Lead junior colleagues and coordinate with relevant departments to facilitate the product implementation, and ensure the accuracy and timeliness of pricing input for marketing materials and system setup.
  • Develop and train up junior actuarial staff and interns on actuarial knowledge and product implementation process.
  • Responsible to review user requirement and coordinate UAT for system development.
  • Review various pricing related requests including special quotation and queries from Customer Service or Channels.

Requirements:
  • Degree holder in Actuarial Science or related discipline.
  • Qualified Actuary or close to attain fellowship.
  • At least 5 years’ experience in actuarial operation, prefer in product pricing.
  • Proficiency in Microsoft Office, especially Excel and experience in AXIS is an advantage.
  • Excellent interpersonal and communication skills to work across multiple parties.
  • Strong numeric sense and attention to details.
  • Good knowledge in Actuarial principles and analysis.
  • Proficient command of spoken and written English and Chinese
  • Candidate with less experience will be considered as Senior Actuarial Analyst.

Last updated on 2019-06-16 at 10pm
Insurance - Pension
Post:  Assistant Manager/Senior Business Analyst, Business Analysis (1 year renewable)
Salary:  30K - 45K

For a listed financial company.

Responsibilities:
  • Collect, analyze and document business requirements and working closely with business users, IT and vendors to formulate and implement solutions to cope with business needs
  • Assist in the re-engineering, improvement or replacement of business processes and associated technology
  • Take ownership of project issues and engage the appropriate resources to reach solution
  • Provide input to facilitate business users, IT and vendor for system quality assurance process
  • Provide production support and solution to key stakeholders to meet operation and regulatory requirements
  • Coordinate the rollout of system solutions with business users, IT and vendors

Requirements:
  • Bachelor Degree in Computer Studies or Information System or other related disciplines
  • Minimum 6 years working experience as a Business Analyst or System Analyst, preferably in pensions industry
  • Technical knowhow in Group Retirement Benefit or Wealth Management system applications development and implementation
  • Experience in data analysis and / or imaging & workflow system is preferred
  • In-depth experience with Microsoft Office products (Word, Excel, PowerPoint, Visio)
  • Microsoft Access and/or SQL experience strongly preferred
  • Excellent verbal and written communication skills
  • Fluent in spoken and written English and Chinese

Last updated on 2019-06-16 at 10pm
Insurance - Pension
Post:  Assistant Officer (Pensions Administration)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Perform majority of processing transactions in an accurate and timely manner
  • Review majority processing transactions for working partner(s)
  • Assist in process streamlining and service improvement projects or UAT etc
  • Assist in staff training and/or involves in job rotation where necessary
  • Handle majority enquiries from clients and escalate client issues or complaints in a timely manner

Requirements:
  • Form 7 and above
  • 2-3 years working experience in pension industry
  • 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

Last updated on 2019-06-16 at 10pm
IT
Post:  Assistant Officer/ Officer (Pensions Operations Testing & Integration) - 8 vacancies
Salary:  18K - 25K

For a Pensions Trustee.

Firs 8 months in Pensions Administration UAT Team, then to <b>Pensions Administration Team<b>.

Responsibilities
  • Assist the Business Test Lead to plan, develop test scenarios and cases for user acceptance testing according to the scope of the project and requirement specification documents
  • Execute user acceptance testing according to test plan, test scenarios and escalation of test defects
  • Assist to coordinate testing logistics, defect analysis and documentation with internal departments and external vendors
  • Interact and coordinate with both internal stakeholders and external vendor to support testing logistics, defect analysis and documentation

Requirements
  • Form 7 & above
  • At least 1 - 3 years of pensions working experience, candidates with experience in testing are preferable
  • Organized, good analytical and problem solving skills
  • Proactive & able to work independently
  • Good communication skills in English & Chinese
  • Good PC skills in MS Word & Excel.

Last updated on 2019-06-16 at 10pm
Insurance - Pension
Post:  Assistant Officer/ Officer (Pensions Operations Testing & Integration) - 8 vacancies
Salary:  negotiable

For a Pensions Trustee.

Firs 8 months in Pensions Administration UAT Team, then to <b>Pensions Administration Team<b>.

Responsibilities
  • Assist the Business Test Lead to plan, develop test scenarios and cases for user acceptance testing according to the scope of the project and requirement specification documents
  • Execute user acceptance testing according to test plan, test scenarios and escalation of test defects
  • Assist to coordinate testing logistics, defect analysis and documentation with internal departments and external vendors
  • Interact and coordinate with both internal stakeholders and external vendor to support testing logistics, defect analysis and documentation

Requirements
  • Form 7 & above
  • At least 1 - 3 years of pensions working experience, candidates with experience in testing are preferable
  • Organized, good analytical and problem solving skills
  • Proactive & able to work independently
  • Good communication skills in English & Chinese
  • Good PC skills in MS Word & Excel.

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Assistant Underwriting Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to the Senior Underwriting Manager
  • Be responsible for performing underwriting assessment
  • Answering enquiries from agents/leaders
  • Supporting system related projects
  • Handling various underwriting duties.

Requirements:
  • Degree holder with professional insurance qualification (e.g. FLMI or ICA)
  • Minimum 5 years working experience in life underwriting
  • Critical thinking, strong analytical and problem solving skills
  • Excellent interpersonal and communication skills
  • A good team player & able to work proactively & independently
  • Willing to work under pressure & overtime
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Associate Director (Agency Recruitment & Development)
Salary:  negotiable

For a listed insurance company.

Responsibilities
  • Recruit, develop and retain top-talented agents and cultivate a culture of high performance within the agency force
  • Implement targeted recruitment and development initiatives such as recruitment incentives, recruiter recognition and productivity enhancement programs and agency marketing events and activities to drive desired agency behaviors and achieve sales, manpower and productivity targets
  • Work closely with the Agency Recruitment & Development management team to identify opportunities and priorities so as to maximize growth and financial value
  • Implement agency development programs to enhance managers’ competency in agent recruitment, selection and retention
  • Actively involved in both organic and industrial recruitment and selection activities as well as new agency support and setup
  • Ensure Agency aligning with Company’s mission, vision, value and strategy
  • Build and maintain collaborative relationship with assigned Agency Heads and senior agency leaders
  • Ensure effective communication between company and agency by regular interaction with all levels of managers and advisors; disseminate key information and company directions to the agency force and garner feedback for effective decision making
  • Manage the morale and expectations of the agency force to ensure that they remain productive and competitive
  • Develop and implement strategies to ensure the Agency Channel achieves top line KPI targets on sales, productivity and headcount
  • Maintain agency quality with the industry requirements and guidelines, and Company’s rules and practices
  • Collaborate well with other departments (e.g. Wealth & Pensions, Life & Health, Financial Services, Legal & Compliance, etc.) to coordinate and execute agency related issues and projects
  • Actively participate in strategic review of Agency Recruitment and Development
  • Influence and lead the agency leaders to deliver the desired company targets and KPIs

Requirements:
  • University degree
  • At least 10 years agency sales and business development experience
  • Excellent people management and leadership skills
  • Excellent presentation and communication skills
  • Excellent command of English and Chinese as well as PC literate

Last updated on 2019-06-16 at 10pm
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 2019-06-16 at 10pm
Insurance - GI
Post:  Claims – Assistant Manager/senior Executive/Executive
Salary:  20K - 30K

For a listed reinsurance broker.

Responsibilities:
  • To input claim data and filing
  • To prepare Loss Advice
  • To prepare claim report
  • Responsible for all relevant claims administration
  • Assist clients to answer queries from reinsurers
  • Ad hoc projects, if any

Requirement:
  • Degree holders or above
  • 4 - 5 years relevant experience in handling Non-life claims in insurance / reinsurance / broking firm
  • Good command of English and Chinese (Mandarin)
  • Attentive to details, self-motivated and well organized skills
  • Good interpersonal and communication skills
  • Proficiency in Windows applications including Word, Excel and Powerpoint

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Compliance Manager
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Review marketing materials and product related materials to ensure regulatory compliance
  • Assist business to implement the regulatory changes in a timely manner
  • Conduct regular compliance risk assessment and compliance testing
  • Provide advice to business on AML/CTF and other operation related issues
  • Ensure relevant compliance manuals are updated according to current laws and regulation.
  • Any ad hoc assignments as assigned

Requirement:
  • University graduate with at least 5 years of compliance experience
  • Knowledge on GL15, GL16 and Privacy
  • Experience with regulatory and compliance risk assessment
  • Work independently and able to meet tight schedule

Last updated on 2019-06-16 at 10pm
Insurance - Pension
Post:  Compliance Officer (1 year contract)
Salary:  20K - 25K

For a listed financial company.

Responsibilities:
  • Assist in reviewing marketing related materials
  • Clear alerts for daily AML screening and transaction monitoring
  • Provide administration support on any training and ad hoc projects
  • complaint & fraud investigation, e.g. sorting of data, preparation of graphs, presentation tools, and prepare meeting notes
  • Tracking of correspondences with MPFA and IA and updating logs and records; performing high level assessment on new regulatory changes when needed
  • Keep track of complaints referred by regulators and ensure our replies to regulators are in timely manner
  • Conducting some market researches/intelligence for the team
  • Helping to clean up/update our Privacy database

Requirement:
  • University degree with 2 to 3 years' of relevant working experience
  • Knowledge in insurance is preferable
  • Proficient with excel, word and PowerPoint
  • Proficient with spoken and written English and Chinese

Last updated on 2019-06-16 at 10pm
IT
Post:  Contract Junior Business Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assist in the development of project documentation and analyse workflow and business processes to create process maps and isolate areas of potential improvement
  • Meet with, and obtain requirements from the business users to gather and analyse end user requirements through interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, task and workflow analysis
  • Provide data analysis and reporting as required
  • Provide team's administrative works and other assigned tasks

Requirements:
  • University or above, preferably in Business Statistics, Computer Science, Information System Management or related disciplines
  • 1-2 years’ work experience in life insurance industry or financial institution
  • Experience with complex data from multiple source, database marketing and database management is highly preferred
  • Proficiency in using SQL, and other MS office applications, especially in Excel
  • Independent, analytical-minded and problem solving skills

Last updated on 2019-06-16 at 10pm
IT
Post:  Contract Staff (Policy Administration - System & Project Team) – 1 Year Contract
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Coordinating with different parties and participating in projects for system enhancement and system testing (UAT) to maintain and ensure smooth system operation.
  • Be responsible for system related investigation and support.

Requirements:
  • Degree holder with major in Business Studies, Information System, Insurance or relevant disciplines
  • 3 years or above relevant working experience
  • Strong analytical and problem solving skills
  • Excellent interpersonal and communication skills
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2019-06-16 at 10pm
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 2019-06-16 at 10pm
Accounts
Post:  Finance Manager (Financial Closing Processes Project Development)
Salary:  60K - 70K

For a listed financial company.

Responsibilities
  • Participate in developing financial closing processes for the implementation of IFRS17.
  • Participate in data and system infrastructure design and developments for IFRS 17 requirements.
  • Organize user requirement studies, conduct business requirement analysis, system design walk through and documentation.
  • Work with business stakeholders, system development team in system design, development and deployment process.
  • Coordinate changes in requirements, schedule with project managers.
  • Conduct system testing and develop implementation plans to ensure smooth transition to production.
  • Assist in project management, providing timely report on project status.

Requirements
  • Degree in Accounting or Finance or other related degree
  • Experience in financial accounting reporting function in insurance industry and audit working experience is preferred
  • Working knowledge in insurance package (e.g. CAPSIL, INGENIUM) is an advantage
  • Proficiency in computer skills such as Microsoft Office Suite, Visual Basic and SQL is an advantage
  • Detail-oriented and good team player
  • Good project management skills
Good command of both written and spoken English
Last updated on 2019-06-16 at 10pm
Insurance - Group EB
Post:  Manager (Employee Benefits Business Development)
Salary:  50K - 60K

For a listed financial company.

Responsibilities
  • Achieve sales targets as assigned by working with distribution channels (Brokerage team) 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 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
  • Competent PC knowledge, includes Excel, Word and PowerPoint
  • Good command of English and Chinese in both spoken and written

Package: basic salary plus quarterly incentive bonus
Last updated on 2019-06-16 at 10pm
Accounts
Post:  Manager (Finance Projects)
Salary:  60K - 70K

For an international life insurance company.

Job Highlights
  • Finance and Accounting
  • Finance Projects
  • Project Management

Responsibilities:
  • Provide support for finance projects including establishing project plans, developing test plans, tracking progress and reviewing results
  • Coordinate and work with finance teams on new product implementation, performing user acceptance tests and reviewing result
  • Provide support on finance system issues and coordinate with related finance teams if necessary
  • Assist in streamlining accounting and finance processes and system enhancement
  • Prepare and review insurance returns and other statutory returns submitted to Insurance Authority and other regulators
  • Perform any ad hoc jobs as assigned

Responsibilities:
  • Provide support for finance projects including establishing project plans, developing test plans, tracking progress and reviewing results
  • Coordinate and work with finance teams on new product implementation, performing user acceptance tests and reviewing result
  • Provide support on finance system issues and coordinate with related finance teams if necessary
  • Assist in streamlining accounting and finance processes and system enhancement
  • Prepare and review insurance returns and other statutory returns submitted to Insurance Authority and other regulators
  • Perform any ad hoc jobs as assigned
Requirements
  • Degree in Finance or Accounting with Accounting professional qualification
  • Minimum 8 years of working experience in finance with good knowledge of insurance industry
  • Solid project management experience
  • Sound knowledge of Sun accounting system
Fluent spoken English and good written skills
Last updated on 2019-06-16 at 10pm
Insurance - Pension
Post:  Manager (Pensions Business Operations)
Salary:  45K - 50K

For listed financial company.

Job Highlights
  • MPF Operations
  • Compliance and Regulations
  • Trustee Operations

Responsibilities:
  • Assist in monitoring of service providers to discharge the regulatory and fiduciary duties of the Trustee including the conduction of annual on-site diligence review and regular service review meetings, assurance of compliance and performance of service providers.
  • Assist in the delivery of major projects relating to trustee business and operations. Work with internal/external parties to advise on business projects/initiatives and ad hoc enquiries after considering regulatory requirements, customer’s interest and business requirements.
  • Assist in communicating with the MPFA, SFC and HKTA in relation to the response to legislation changes, industry practice changes, attendance of meetings and preparation of answers to regulatory enquiries.
  • Review and recommend to CEO of any necessary trustee’s discretion as proposed by service providers; and report to CEO of any concern on performance of service providers over compliance, complaints and compensation issue.
  • Prepare management reports and board papers for Trustee Board.
  • Work with auditor and service providers on review of regulatory filings.
  • Maintain the trustee’s procedure manuals/policies and control documentations.

Requirements:
  • Degree holder
  • At least 6 years of working experience in pensions industry, preferably with 2 years of experience in compliance
  • Proficient industry knowledge of the MPF/ ORSO regulations/ SFO and trustee related regulations and concepts
  • Independent with strong communication and presentation skills
  • Good command of spoken and written English and Chinese

Last updated on 2019-06-16 at 10pm
Insurance - Pension
Post:  Manager (Pensions Operation Projects Enhancement)
Salary:  50K - 65K

For a listed financial company.

Responsibilities:
  • Plan, coordinate and manage user acceptance testing on MPF operation processes for system enhancement projects and initiatives in accordance with the defined scope, requirements, timeline and expected outcome of the projects
  • Review and ensure the setup of new/ enhanced system is incorporated with internal controls and in compliance with our committed service standard and regulatory requirements
  • Support Operation Team to streamline current workflow for improving client experience and overall efficiency
  • Conduct quality control review on our operation
  • Provide coaching to junior team members

Requirements:
  • Degree holder in any disciplines
  • Posses minimum 8 years working experience in pensions industry, candidates with knowledge of retirement fund operation would be a plus
  • Strong in communication, analytical and problem solving skills
  • Proficient in both spoken & written English and Chinese
  • Good PC skills in MS Office (Word, Excel, Access)

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Manager (Product Proposition)
Salary:  negotiable

For a life insurance company.

Job Highlights
  • Product Proposition
  • Life Products Implementation
  • Products Launch

Responsibilities:
  • Responsible for accurate and efficient preparation and review of all product related materials and requirements
  • Work with all related departments to implement projects efficiently with making optimal use of resources and communicating effectively
  • Give constructive advice on product design for effective execution, and be the expert knowledge based on internal process and understanding of our business
  • Understand market practice and situation via market intelligence and apply optimization on value to clients and effective use of resources
  • Coach and help developing center of excellence for the product team to optimize the overall capabilities and building the morale of the team

Requirements:
  • Bachelor’s degree in economics, business studies or marketing, ideally in insurance product, pricing, marketing or related disciplines
  • At least 5 years relevant experience in project management in the financial services or insurance industry, ideally with life insurance experience, of which with 1 year supervisory role is preferred
  • Knowledge on actuarial science or pricing will be an advantage
  • Solid individual life products implementation experience
  • Excellent written and verbal communication and influencing skills

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Manager / Senior Manager (Product Development)
Salary:  50K - 65K

Client: an international Life Insurance company.

Job Highlights
  • Product Development Process
  • Project Management
  • Process Streamline

Responsibilities
  • Independently manage and accountable for the effective execution from end-to-end of Product Development Process or other product-related initiatives
  • Ensure all requirements under the internal product development guidelines are followed for every product-related initiative, communicate and manage the delivery of these requirements to Regional Office
  • Act as a project leader to manage and coordinate project activities, including meetings of the Product Implementation Committee, a multi-function working group
  • Manage project timelines to ensure target launch dates for all product-related initiatives are met and all relevant parties have been involved
  • Assist to prioritize product-related initiatives to ensure project execution is effective and to meet business objectives
  • Make recommendations and drive process streamlining/re-engineering
  • Handle general product-related inquiries from RO, Corporate, regulators, auditors etc. and coordinate with responsible parties, if necessary
  • Provide support to line manager on ad-hoc activities as required

Requirements
  • Minimum 6 years of working experience in the insurance industry with solid knowledge in project management, product development or operations
  • Professional certification in Project Management (such as PMP, PRINCE2, Six Sigma Green Belt), or proven track records in managing projects from end-to-end successfully
  • Strong project management, organizational and negotiation skills
  • Good communication and relationship management skills with different levels across the organization
  • Fluent spoken English and good written skills

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Manager/Assist Manager (Learning & Development)
Salary:  45K - 50K

For a listed financial company.

Manager/Assist Manager (Learning & Development)

Responsibilities:
  • Implementing the staff training and development functions by defining the company training framework in line with company business direction.
  • Devising annual training plan and organizing various training activities
  • Managing various programs related to staff development, leadership and talent development.

Requirements:
  • Degree holder preferably in Human Resources, other disciplines are also welcome
  • 6 years or above corporate training and/or talent development experience gained from fast moving environment
  • Experience in analyzing needs for designing and developing staff development programs/ curricula / mechanisms, such as talent management, mentoring/coaching, development tracking, and digital learning
  • Good project & vendor management, problem solving and interpersonal skills
  • Able to work independently, creatively, as well as enjoy working in team(s)Good language ability in written and spoken English and Chinese (Cantonese & Mandarin)
  • Good mastery of MS Office software (Word, PowerPoint, Excel, Chinese Word Processing)
  • Candidate with less experience will be considered as Assistant Learning & Development Manager

Last updated on 2019-06-16 at 10pm
Insurance - GI
Post:  Manager/Assistant Manager
Salary:  30K - 45K

For an international General Insurance Broker.

Responsibilities:
  • Reporting to Japanese boss
  • Building and maintaining business relationships with existing and potential Japanese clients
  • Discussing and assessing clients' current and future insurance needs
  • Researching insurance policies and products
  • Negotiating policy terms and costs with insurance providers
  • Review policies and make coverage recommendations
  • Arranging insurance cover for clients with the insurance provider
  • Follow up outstanding premiums with clients
  • Advising clients on making claims on their policies
  • Renewing or amending existing policies for clients
  • Preparing and maintaining documentation
  • Marketing services
  • To assist in ad-hoc duties when required
Requirements:
  • With 5 years or above relevant experience
  • Effective negotiation skills
  • High reliability and honesty
  • Excellent time management
  • Good problem solving skills
  • High accuracy and attention to detail
  • Excellent interpersonal skills
  • Strong written and spoken communication skills
  • Proficiency in written and spoken Japanese, English / Cantonese

(Candidate with less experience will be considered for the position of Assistant Manager
Last updated on 2019-06-16 at 10pm
Office Administration/Estate Management
Post:  Office Administration (Assistant Manager/Manager)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting the Head of Office Administration in preparing procurement related budget proposals, reports and correspondences the whole process of office projects, procurement policy review, performing general office administrative support and other ad-hoc projects.

Requirements:
  • Bachelor degree or above in Facilities Management, Building Services, Business Administration or related disciplines
  • Minimum 8 years administrative working experience.
  • Excellent analytical and problem-solving skills with strong numerical sense.
  • Strong in planning, analytical, organizing and interpersonal skills
  • Responsible, well organized and detail minded with the ability to handle multiple tasks independently.
  • Proficiency in MS Work, Excel PowerPoint and Chinese Word Processing
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin)
(Candidates with less experience will be considered as Assistant Manager.)
Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Officer (Life & Health Strategic Operational Initiatives)
Salary:  negotiable

For a life insurance company.

Responsibilities
  • Managing the effective delivery of product launch and day 2 enhancement from operation perspective
  • Study the product features, identify the system gap, prepare user requirement, perform UAT and post implementation system checking
  • Act as subject matter expert to recommend solution and tool on system enhancement
  • Study the business needs, identify the system gap, prepare user requirement, perform UAT and post implementation system checking
  • Proactively provide constructive advice to ILO, SOI on required system enhancement
  • Provide necessary support to SOI Process Re-engineering Team to identify improvement areas
  • Work closely with ILO to identify compliance gap when new regulatory requirements are released
  • Enhance current policies, procedures and systems to ensure comply with both internal and external regulatory requirements

Requirements
  • Bachelor’s Degree or equivalent combination of education and work experience
  • With 3-5 years experience in transformational projects or life operation, in claims services will be an advantage
  • Expert knowledge of complex and multi-functional program delivery & management and continuous improvement methodologies, techniques, tools and controls and product lifecycle
  • Solid business analysis skill, with PMP/Six Sigma certification will be an advantage
  • Broad knowledge of all aspects of the systems/software development lifecycle, i.e. Agile
  • Knowledge of business processes and change management
  • Multitasking and strong prioritization skills

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Officer (Policy Administration, Anti Money Laundering) (8 months)
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Responsible for engaging into compliance related tasks,
  • Performing Enhanced Due Diligence (EDD) on high risk customers, AML related documentation,
  • Providing administrative support and other ad-hoc tasks as required.

Requirements:
  • Diploma holder or above
  • 5 years’ experience or above in life insurance, preferably in policy administration
  • AML related knowledge and working experience is preferred
  • Good team player with strong sense of responsibility
  • Detail minded and proactive
  • Familiar with MS Word, Excel, PowerPoint and Chinese typing
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2019-06-16 at 10pm
Insurance - Pension
Post:  Officer/Assistant Officer Pension Administration
Salary:  20K - 28K

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 2019-06-16 at 10pm
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 2019-06-16 at 10pm
Insurance - Pension
Post:  Pensions Administration Supervisor
Salary:  30K - 35K

Our client is a listed financial company.

Responsibilities
  • Monitor the daily operations of MPF scheme administration, including enrollment, contribution, termination and withdrawal of accrued benefits, to ensure compliance with all statutory requirements
  • Ensure smooth running of the account assigned, and follow up with outstanding issues
  • Handle customers' enquiries and complaints, provide possible solutions
  • Staff coaching
  • Handle UAT and ad-hoc project as required

Requirements
  • University/Diploma graduate
  • At least 4-6 years pensions administration experience with 2 years in supervisory role
  • Customer focused, with good problem-solving and communication skills
  • Attention to details
  • Able to work independently and under pressure
  • Proficient in PC applications including Excel, Word and Chinese Word Processing
  • Good command of both written and spoken English and Chinese

Last updated on 2019-06-16 at 10pm
IT
Post:  Pensions Operations Business Analyst (1 year renewable contract)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Assist the Business Test Lead to plan, develop test scenarios and cases for user acceptance testing according to the scope of the project and requirement specification documents
  • Execute user acceptance testing according to test plan, test scenarios and escalation of test defects
  • Assist to coordinate testing logistics, defect analysis and documentation with internal departments and external vendors
  • Interact and coordinate with both internal stakeholders and external vendor to support testing logistics, defect analysis and documentation

Requirements:
  • Form 7 & above
  • At least 3 years working experience, candidates with knowledge of MPF scheme & related regulations would be an advantage
  • Good organization, analytical and problem solving skills
  • Good communication skills in English & Chinese
  • Ability to work independently and under pressure
  • Good PC skills in MS Word & Excel. Candidate with skill in Access is preferable

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Policy Administration Officer
Salary:  negotiable

For a listed insurance company.

Responsibilities
  • Process complex policy change requests and assigned administration work
  • Perform daily operation tasks like endorsement preparation, report checking, fulfillment dispatch, enquiries handling, etc. with minimum supervision
  • Support Ad Hoc tasks as assigned from time to time
  • Participate in system projects if necessary

Requirements
  • University graduate in any discipline
  • 3 years in Life Insurance industry, preferably in Policy Administration
  • Good communication and interpersonal skills
  • Good spoken and written English & Chinese

Last updated on 2019-06-16 at 10pm
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 2019-06-16 at 10pm
Insurance - Pension
Post:  Representative (Pensions Customer Service Call Centre)
Salary:  18K - 21K

For a listed financial company.

Responsibilities :
  • Handle MPF & ORSO enquiries through hotlines and e-mails
  • Follow up customer enquiries and feedback with good quality standard
  • Ensure the delivery of service meet with our service standard & comply with regulatory requirements

Requirements:

Last updated on 2019-06-16 at 10pm
Insurance - GI
Post:  Risk Analyst – Technical Support (Reinsurance)
Salary:  15K - 20K

For a listed Reinsurance Company.

Responsibilities:
  • To perform treaty administration function
  • To update contract details onto the system
  • To assist in drafting quotation slips
  • To support contract wording
  • To provide support to Broking team
  • Ad hoc Reinsurance Technical Support task, if any

Requirement:
  • University degree preferably in insurance related disciplines
  • 1 or 2 years working experience in insurance/reinsurance industry will be an advantage
  • Passionate to learn and have a strong sense of responsibility
  • Strong analytical and interpersonal skills
  • Attentive to details and proactive
  • Good command of spoken and written English and Mandarin

Last updated on 2019-06-16 at 10pm
Accounts
Post:  Senior Accounts Clerk
Salary:  15K - 20K

For a listed financial company.

Responsibilities:
  • to provide accurate and timely administration of collection, allocation / application of cash receipts and disbursement process
  • perform credit control and reconciliation of accounts timely
  • answering enquiries and liaise with related parties for follow up action.

Requirements:
  • Associate Degree or diploma holder with 3 years related experience in accounting
  • Strong Communication, interpersonal and analytical skills
  • Proficiency in MS Office 2010 (e.g. Excel, Word)
  • Good command of English and Chinese (including Mandarin)
  • Able to work under pressure and meet tight deadline,

Last updated on 2019-06-16 at 10pm
IT
Post:  Senior Business Analyst/Business Analyst
Salary:  negotiable

For a listed financial 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.
  • Provide team's administrative works and other assigned tasks.

Requirements:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management or related disciplines
  • With a minimum of 2 years’ work experience in Life Insurance Industry or financial institution
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL and other MS office applications, especially in Excel
  • Fast learner, good team player, independent, ability to handle multiple tasks and functional topic simultaneously
  • Strong data analytical skills and the ability to operate effectively with ambiguous and incomplete data
  • Adaptability and flexibility to respond quickly to changing priorities
  • Excellent Problem solving, interpersonal and organizational skills
  • Proficient in English, Chinese and Mandarin are required
Candidate with more experience will be considered as Senior Business Analyst
Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Senior Claims Officer
Salary:  24K - 30K

For a life insurance company.

Responsibilities:
  • Handling daily claim cases, answering enquiries and providing claims support and services to the agents and customers, including but not limited to:
  • 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)

Last updated on 2019-06-16 at 10pm
HR
Post:  Senior Learning & Development Officer (Contract 8 months)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting the team to roll out L&D project which includes learning, training and organizational development.
  • Providing support to the internal communication, program marketing, and event organization.

Requirements:
  • Degree holder preferably in Human Resources, Mass Communications, Journalism or Marketing
  • 3 years of relevant working experience
  • Good communication and marketing skills
  • Be creative, energetic and enjoy working in a team
  • Well versed in MS Office with hands-on knowledge of design and production
  • Good language ability in written and spoken English and Chinese (Cantonese & Mandarin)

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Senior Manager/ Manager (Sales Training)
Salary:  50K - 60K

For a listed life insurance company.

Responsibilities:
  • Reporting to the Head of Learning and Development
  • Oversee the sales training for multi sales channels in line with business direction
  • Devising training plan and organizing various training activities,
  • Working closely with internal customers and external business associates for business result.

:Requirements:
  • Degree holder, preferable in Business Studies/ Finance or relevant disciplines
  • 8-10 years' experience in insurance/ banking industry with sales training / bancassurance / insurance advisory background
  • Good financial and compliance knowledge, holder of CFP or related professional qualification will be an asset
  • Team leading and coaching experience is expected but not a must
  • Mature, agile, sensitive to figures & business, strong in developing & delivering end-to-end training solutions
  • Excellent language & learning ability, influencing & planning, time management and computer skills.
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Senior Manager/Manager (HNW & Case Management)
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Obtain sufficient information and documentation from clients to review deals
  • Ensure effective processing of policy insurance & renewal, client relations, and claims administration of cases and undertake other duties (e.g. reinsurance administration) as required
  • Maintain high quality service standard to foster long lasting client relationships
  • Contribute to the continuous improvement of CRM systems, procedures and processes to ensure efficient and effective operations of the function
  • Ensure compliance with all guidelines, operational standards and procedures as well as relevant regulations and laws
  • Provide strong relationship management to build sales, support product and proposition development, strengthen High Net Worth Operations and support requisite training
  • Build a strong High Net Worth network internally and externally such as Financial Intermediaries and Agency channels
  • Plan and implement High Net Worth initiatives to meet the business objectives and performance

Requirements:
  • A recognized university degree
  • 5 – 10 years of relevant experience in High Net Worth industry, with solid operations and case management experience
  • Ability to expand scope into other High Net Worth areas e.g. Private Placement Life Insurance, Variable Universal Life Insurance
  • Clear evidence of appropriate skills and competencies with relevant insurance qualification
  • Self-assured, confident and assertive
  • Independent, strong problem solver
  • Strong team player
  • Consultative and mature in handling complex situations diplomatically
  • Innovative and creative strategic thinker, proactive and client centric in anticipating the needs of the customer and the work environment
  • Strong communicator with excellent written and spoken English, Cantonese and Mandarin
  • Candidates with less experiences will be considered for the position of Manager.

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Senior Officer (Agency Administration)
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Manage the debt collection process for ex-agents according to the internal guideline, this includes issue demand letter, negotiation on repayment terms, generate various debt report for management, prepare receipt on repayment, etc.
  • Coordinate with internal/external legal and debt collection agencies in related to debt cases. Travel to court to attend bankruptcy hearing against debtors / Law firm to sign the Affirmation in relation to Legal action against debtors.
  • Handle new agent contracting process including assess file, prepare contract, system update & contract signing.
  • Proceed HKFI & MPFA registration for agent including new registration, cancellation, renewal, annual CPD reporting and preparation of addendum
  • Provide administration support to teammate on agency movement and agency benefits.
  • To provide administration support to agency personnel e.g. update agent personal information, name card ordering, creation/suspension of Agency Portal.

Requirements:
  • Post secondary
  • 3 to 5 years experience in insurance or banking industries
  • Candidates with less experiences may consider for Officer role

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Senior Officer (Agency Promotion)
Salary:  negotiable

For a life insurance company.

Responsibilities
  • Person-in-charge of different functions such as award presentation, agency seminar and ad hoc activities.
  • Independently handle the communication with external vendors of agency events to drive for quality outputs (e.g. Annual Agency Ball and Agency Communication Meeting).
  • Independently handle the logistic planning, preparation and execution of presenting different types of awards and bonus in our annual/quarterly award presentation. This includes independently liaise with vendor regarding the order and quantity of awards, trophies, souvenirs and ensure cost effectiveness.
  • Independently handle enquiries from agency force and maintain good rapport from agency secretary to senior leader and top producers.
  • Being the coordinator of site inspection trip for Overseas Convention. Tasks include devising itinerary and conducting research.
  • Handle with little supervision in organizing and implementation of incentive trip and its budget control in a timely manner to support sales growth for our agency distribution channels. This includes communication with external vendors, all logistic of tea party etc.
  • Independently organize and implement the logistic of awards registration of different local and external industrial bodies (e.g. LUA and GAMA) as well as the international award of MDRT and be able to mobilize agency secretaries to collaborate in order to meet deadline.
  • Support daily operations of the team e.g. payment arrangement, stationery ordering, SMS blasting.

Requirements:
  • Diploma or Degree holder
  • At least 2-year relevant experience in life insurance industry or event management field
  • Be a good team player with good communication and interpersonal skills
  • Good organization skills, detail minded and self-motivated
  • Good command of both written and spoken English and Chinese
  • Proficient in MS Office including Words, Excel, PowerPoint and Chinese word processing
  • Good team player
  • Attention to details
  • Excellent event and project management skills
  • Able to work independently and under tight timeline
  • Excellent communication in English and Chinese, both written and spoken
  • Excellent computer skills in MS Word, Excel and PowerPoint
  • Be able to deal with agency force and external vendors and exercise sound problem solving skills to handle different challenges / questions during the event management process
  • Willing to travel overseas for 20-25 working days per year

Last updated on 2019-06-16 at 10pm
Insurance - Life
Post:  Senior Officer (Product Marketing)
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • To assist the team in the execution of product promotion & marketing campaigns activities in line with the company business direction
  • To support reporting and administrative duties.

Requirements:
  • Degree or professional qualifications in Business or Marketing
  • 1-2 years of relevant working experience
  • Outgoing with good interpersonal and communication skills
  • Detail-minded, self-motivated, and willing to learn and develop
  • A good team player and able to work proactively
  • Conversant in MS Work, Excel, PowerPoint
  • Proficient in spoken and written English and Chinese

Last updated on 2019-06-16 at 10pm
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 and walk-in services
  • 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
  • Handles non-standard bilingual written inquiry
  • Participates in customer service-related projects
  • Mentors junior staff on the daily operation of customer service
  • Recommends projects to improve the workflow and service in the team

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 2019-06-16 at 10pm
Insurance - Group EB
Post:  Senior Specialist/Specialist (Business Development)
Salary:  28K - 35K

For a listed financial 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 4 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
  • Competent PC knowledge, includes Excel, Word and PowerPoint
  • Good command of English and Chinese in both spoken and written
  • Candidates with more experience will be considered as Manager, Business Development

Package: basic salary plus quarterly incentive bonus
Last updated on 2019-06-16 at 10pm
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 2019-06-16 at 10pm