Assistant Manager, Customer Service – High Net Worth Insurance

Roles & Responsibilities

Join a globally established life insurer with a strong presence across Asia and expertise in High Net Worth (HNW) insurance solutions. This is an excellent opportunity for an experienced insurance operations or customer service professional to step into a highly visible role supporting HNW clients and intermediaries within a collaborative and fast-paced environment as an Assistant Manager.

Key Responsibilities

• Manage day-to-day servicing and policy administration activities for HNW life insurance policies
• Handle complex policy alterations, financial transactions, and operational approvals
• Manage customer and intermediary enquiries across multiple service channels, including complaint investigations and resolution
• Support regulatory, audit, and back-book review projects, as well as operational improvement initiatives
• Monitor service KPIs, turnaround times, quality metrics, and operational trends to identify improvement opportunities
• Partner closely with cross-functional stakeholders to enhance customer and intermediary experience
• Support team capability building, coaching, and process improvement initiatives
• Ensure full compliance with regulatory requirements, AML/CDD standards, and internal controls

Requirements

• Degree qualified with at least 8 years of experience within life insurance operations, customer service, or policy administration
• Ability to read and communicate in Chinese to support Chinese-language documentation and client enquiries
• Strong understanding of life insurance products and policy servicing processes
• Experience handling HNW customers or intermediaries will be highly advantageous
• Knowledge of AML, CDD, and risk controls preferred
• Strong analytical and reporting skills with proficiency in Excel, PowerPoint, Outlook, and Word; Exposure to Power BI is a plus
• Strong communication and stakeholder management skills with a customer-centric mindset
• Able to thrive in a fast-paced environment while managing multiple priorities effectively
• ALMI / ACS qualifications are advantageous

If you fit the requirements and it is the right role for you, apply now.

Only one slot remaining - Once the right person is shortlisted, the position will be closed.

Tell employers what skills you have

Outlook
Microsoft Excel
Operational Excellence
Regulatory Compliance
Chinese
Risk Control
Mandarin Chinese
Financial Transactions
MS Office
Stakeholder Engagement
Life Insurance
AML
Customer Service
KYC
Stakeholder Management
Power BI
MS Excel Pivot Tables