Description

• Align operations with partner bank and brokerage strategic goals.
• Establish SLAs (Service Level Agreements) with key distribution partners.
• Chair operational committees between the insurer and financial institution partners.
• Monitor KPIs related to policy issuance, processing time, and accuracy.

• Oversee underwriting and issuance processes tailored for high-net-worth (HNW) or retail bank clients.
• Streamline new business submission workflows from bank branches and broker platforms.
• Manage premium collection systems, direct debit setups, and reconciliation processes.
• Supervise claims administration to ensure fast, seamless payouts for partner clients.

• Drive digital integration between the insurer's core system and partners' POS (Point of Sale) systems.
• Automate workflows to reduce manual data entry and minimize operational errors.
• Implement STP (Straight-Through Processing) initiatives for instant policy approval.
• Manage system upgrades and coordinate User Acceptance Testing (UAT) for channel-specific tools.

• Act as main liaison for operational escalations from bank staff and independent brokers.
• Provide operational training to partner front-line staff regarding application processes and documentation.
• Gather partner feedback to continuously improve the onboarding and servicing experience.
• Conduct regular reviews with partners to troubleshoot pipeline bottlenecks.

• Ensure full compliance with local banking and insurance regulatory frameworks (e.g., AML, KYC).
• Mitigate operational risks by establishing robust internal control check-and-balance systems.
• Oversee audit preparations and resolve any operational non-compliance issues immediately.
• Maintain data privacy standards regarding sensitive customer financial data shared between institutions.

• Bachelor's degree holder
• At least 10 years of relevant experience
• Fluent Cantonese and English
• Channel experience is a huge plus