Senior Life Insurance Operations Specialist
4 days ago
Job Overview
We are seeking a highly skilled and experienced Life Insurance Case Management Professional to join our team at Job-Hunter. As a key member of our operations team, you will play a vital role in supporting the application process for universal life and high-net-worth products.
Key Responsibilities:
- Provide operation support on the application of universal life and high-net-worth products.
- Assist in client onboarding processing to ensure due diligence requirements can be met.
- Follow up on application procedures, including KYC and medical check arrangements.
- Maintain effective communication with relationship managers of banks and internal parties.
- Ensure compliance with regulatory requirements for high-net-worth cases.
- Perform business administrative duties such as document verification and database maintenance.
Requirements
To succeed in this role, you will need:
- A degree or higher diploma.
- Holder of IIQE license in Paper 1, 3, preferably with Paper 5.
- At least 2 years of experience in a financial or insurance brokerage firm.
- Good knowledge of universal life insurance or other high-net-worth products.
- Experience in application processing, client onboarding, KYC, and bankers' liaison.
- Self-motivated, dynamic, detail-minded with good communication skills.
- Proficiency in MS Office, including Word, Excel, and Chinese WP.
- Excellent command of both spoken and written English and Mandarin.
- Immediate availability is an advantage.
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