Senior Officer, Life Operations

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Organizational skills","Attention to detail","Customer-focused mindset","Problem-solving","Integrity"]

Manage end-to-end life insurance operations, including policyholder correspondence and maintaining accurate policy records. Coordinate with internal teams to resolve payment and correspondence issues, support policy servicing and ad-hoc operational tasks, and assist in preparing regular management reports. Drive operational improvements to enhance efficiency and customer satisfaction while contributing to departmental and company goals, and provide high-level administrative support for senior management.

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FursaFursa
HSBC
HSBC
1 day ago

Senior Officer, Life Operations

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Manage end-to-end life insurance operations, including policyholder correspondence and maintaining accurate policy records. Coordinate with internal teams to resolve payment and correspondence issues, support policy servicing and ad-hoc operational tasks, and assist in preparing regular management reports. Drive operational improvements to enhance efficiency and customer satisfaction while contributing to departmental and company goals, and provide high-level administrative support for senior management.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Manage customer correspondence related to life insurance policies.
  • •Maintain and update policyholder records in line with company procedures.
  • •Coordinate with internal teams to resolve payment or correspondence issues.
  • •Assist in preparing regular reports for management.
  • •Support operational improvements and provide administrative support to senior management.

Key Requirements

  • •Diploma or Bachelor’s degree in Business, Finance, Insurance, or related field.
  • •Prior experience in life insurance operations preferred.
  • •Strong organizational skills with high attention to detail.
  • •Proficiency in MS Office (Excel, Word, Outlook); knowledge of insurance systems is an advantage.
  • •Customer-focused mindset with problem-solving skills, including accuracy in handling financial transactions and professional correspondence etiquette.
Experience:Life insurance operations
Education:Bachelor's
Skills:Organizational skillsAttention to detailCustomer-focused mindsetProblem-solvingIntegrity
Tech Stack:MS OfficeExcelWordOutlook

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn