Associate, Policy Operation Support in Growing Consultancy Firm

1-3 Years

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Early Applicant

Job Description

Job Description

Manage the timely preparation and delivery of premium notices to clients.
Prepare and distribute annual policy review packages within established timelines.
Update meeting outcomes, action items, and status changes in the internal system following annual review sessions.
Retrieve, verify, and input quarterly and annual cash values into the system accurately.
Liaise with insurers to facilitate smooth transfer of required data, documentation, and client information.
Respond to policy‑related enquiries, providing clear and accurate information to advisors and clients.
Prepare customised client presentations, policy summaries, and comparison reports to support advisory discussions.
Handle ad hoc servicing requests, including generating CSV files, inforce illustrations, and other policy documentation.
Maintain precise and up‑to‑date records across internal platforms and databases.
Collaborate closely with internal teams to ensure efficient workflow and seamless coordination between Sales and Operations.

Job Requirements

Degree holder in any discipline
Highly organized and proactive in fulfilling daily work efficiently
Ability to multi-task and work under extreme deadlines
Competent in Microsoft Excel/Powerpoint/Word/Adobe Acrobat
Proficient in English and Chinese in order to liaise with the mandarin speaking counterparties
Min 1-2 years of working experience in shared service operations or customer service preferably in insurance industry

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