Policy Servicing Officer

7 days ago


hong kong, Hong Kong SAR China Perennial HR Full time

Serve as the primary point of contact for high-net-worth clients regarding their life and health insurance policies Manage all aspects of policy servicing including updates, renewals, endorsements, claims follow-up, and documentation Liaise with insurers, clients, relationship managers, and internal departments to ensure timely and accurate servicing Maintain and update client records in internal systems with high attention to detail Monitor policy lapses, premium due dates, and ensure timely client reminders and follow-ups Provide support in onboarding new policies and reviewing existing portfolio to ensure suitability and compliance Prepare servicing reports and assist with KYC and regulatory checks as needed Support senior client servicing or sales teams in ensuring client satisfaction and retention Requirements Bachelors degree or above; insurance or finance-related qualifications preferred 5+ years of experience in policy servicing, client services, or insurance operations, ideally within a brokerage or private wealth setting Strong understanding of life and health insurance products tailored for HNW individuals Fluent in English and Chinese (Cantonese and/or Mandarin) Highly organized with excellent attention to detail Client-focused mindset with strong interpersonal and communication skills Able to work independently in a fast-paced, client-centric environment #J-18808-Ljbffr


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