Search by job, company or skills

Assistant Manager/Manager I, Policy Administration Services

  • Posted 58 minutes ago
  • Be among the first 10 applicants

Job Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients lives.


Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

We are seeking an experienced insurance operations professional to join our Policy Administration Services team. The Manager, Policy Administration Services will provide leadership and technical expertise in policy servicing operations, support the resolution of complex customer requests, and drive service quality, operational excellence and continuous improvement initiatives.

The successful candidate will work closely with business partners, distribution channels and control functions to deliver exceptional customer experiences while maintaining strong governance and operational standards.

Responsibilities

  • Lead and support the day-to-day delivery of policy administration services to ensure high standards of customer service, operational effectiveness and regulatory compliance.

  • Provide technical guidance and decision support for complex policy servicing requests, customer enquiries and operational escalations.

  • Partner with internal stakeholders and distribution channels to resolve servicing issues and enhance overall customer and advisor experience.

  • Drive service quality, process improvement and operational excellence initiatives across Policy Administration Services.

  • Perform quality reviews and monitor service performance to identify opportunities for enhanced efficiency, accuracy and customer outcomes.

  • Support the development, implementation and maintenance of operational policies, procedures and governance standards.

  • Coach, mentor and develop team members to strengthen technical capability, service excellence and succession readiness.

  • Collaborate with Risk, Compliance, Legal and other control functions to ensure appropriate management of operational and regulatory requirements.

  • Support business transformation, automation and digital initiatives to improve servicing effectiveness and operational resilience.

  • Contribute to workforce planning, resource management and continuous improvement activities to support business growth and evolving customer needs.

  • Foster a culture of accountability, collaboration and continuous learning within the team.

Qualifications

  • University degree in Business Administration, Insurance, Finance or a related discipline.

  • Minimum 8 years of experience in life insurance operations, policy administration, customer service or related areas.

  • Demonstrated experience leading operational teams and service delivery activities.

  • Experience managing complex policy servicing transactions and operational escalations.

  • Good understanding of insurance products, policy servicing processes and regulatory requirements.

  • Experience working with distribution channels, including Brokers, Bancassurance or Agency, would be an advantage.

  • Professional insurance qualifications (e.g. FLMI, ACS, ANZIIF, IIHK or equivalent) are desirable.

  • Experience in operational transformation, process redesign or automation initiatives would be an advantage.

Preferred Skills

  • Strong knowledge of life insurance policy administration and customer servicing operations.

  • Experience handling complex policy servicing matters involving trusts, trustee arrangements, high net worth (HNW) customers, corporate ownership structures, policy assignments and other non-standard customer requirements.

  • Sound analytical, problem-solving and decision-making skills.

  • Strong stakeholder management and communication skills.

  • Ability to manage competing priorities in a fast-paced environment.

  • Experience handling escalated customer and distributor servicing matters.

  • Strong coaching, mentoring and people development capabilities.

  • Knowledge of operational risk management and governance practices.

  • Process improvement and continuous improvement mindset.

  • Ability to collaborate effectively across Operations, Distribution, Risk, Compliance and Technology functions.

  • Strong customer and service excellence orientation.

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

We offer 5-day work, attractive salary, MPF, group life and group medical insurance and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Customer Service / Operations

Posting End Date:

29/09/2026

Job ID: 152396557

Similar Jobs

Hong Kong, Kowloon

Skills:

risk managementlife insurance policy administrationcustomer-centric mindsetoperational excellence initiativesprocess improvementCustomer ServicingRegulatory RequirementsProblem-solvingStrategic ThinkingBusiness Transformationdecision-makingOperational ManagementStakeholder Managementrelationship-buildingautomation initiativesCommunication Skillsoperational governance

Beware of Scammers

We don’t charge money for job offers