Job ref no.: AGCS-HK-5799616-E

Policy Servicing Officer

Allianz Global Corporate & Specialty SE

Job Purpose/Role

The incumbent will be responsible for providing efficient and effective support to Company goals by meeting and exceeding their expectations on claims and operational processes to provide support to the Bancassurance and Partnerships Operations Team. The insurance business requires the incumbent to acquire a thorough knowledge of the different insurance products (and their functionalities/technicalities) and operational processes to ensure customer’s enquiries are resolved in accordance with agreed service levels. The incumbent is also required to work closely with other operations departments, external parties (Banks) and others Business Channel in Bancassurance Department in delivering excellent service quality.

Key Responsibilities

  • Ensure response (Attend) to enquiries and meet customer expectations. Provide a polite, professional and accurate response in accordance with agreed service standard
  • Manage Policy Administration activities to ensure daily operations are well managed and set service standard and quality check on work presentation are adhered to
  • Keep up to date on new or enhanced products knowledge in order to maintain a high level of quality service to customer
  • Refer cases outside of authority level, preparing referral documentation and materials as appropriate
  • Develop and maintain strong relationships with key brokers and clients and other relevant stakeholders (e.g. third party provider/s)
  • Ensure weekly collection, proposal forms, monthly generation of renewals for bank and assisting on premium collection, reconciliation of account, manage and follow up on outstanding payment, complaint, queries etc. with bank for HQ and branches
  • Record produce and prepare statistic and information required by the Management in relation to the preparation and production of reports as well as occasionally produce simple performance-bases reports
  • Support continuously review processes, identify and resolve service gaps through constructive feedback, and implement process improvement where appropriate
  • Support in all requirements in Business Requirement Document and should be identified where applicable and covered in UAT. Ensure all user requirements are appropriately and accurately tested and executed in test plans. All UAT should be completed within the specified timeline and delivery dates.
  • Provide support in UAT if required. Ensure all user requirements defined in Business Requirement
  • Document are appropriately and accurately tested and executed as per plans within specific timeline and delivery dates.

Key Requirements/Skills/Experience

  • 5+ years financial services experience
  • Minimum Diploma & Certificate in General Insurance (minimum BCP & PGI). Certificate of Health
  • Insurance & CommGI will be advantageous.
  • Good knowledge of insurance, products and processes.
  • Results oriented, strong Project Management and interpersonal skill and able to multi-task.
  • Strong communication in English and Mandarin
  • Excellent Customer Service and problem solving skill.
  • Ability to make sound decisions to identify the gaps when performing given task.
  • Demonstrate adaptability and effective time management to work under pressure to meet tight timeline in a fast paced-environment.
  • Proficiency in MS Office (PowerPoint, Excel, Word, Outlook)
  • Must have positive attitude and pleasant disposition
  • Self-motivated individual

Reference Code

A competitive remuneration and benefits package will be offered. Please send your application, with details of current and expected salary, to: Human Resources Division, Allianz Global Corporate & Specialty SE Hong Kong Branch by clicking Apply Now.

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More job information
Job ref no. AGCS-HK-5799616-E (CT3118690-01#0566)
  • N/A
Job Function
Employment Term
  • Full-time
  • 5 years - 10 years
Career Level
  • Non-management level
  • Diploma or equivalent
  • Asso. Deg or High Dip