CareerPlan

Senior Officer, Client Service Delivery

Hong Kong, Hong Kong, HKFull-time2026-11-04 → 2026-11-07

Core

Support daily cashiering and premium collection operations, ensuring accurate and timely processing of payments while delivering high-standard service to clients, advisors, and brokers.

Role type

Senior operational officer (premium collection & payment processing)

Builds

Premium payment transactions and operational reports

Domain

Insurance / Financial Services

Required skills

Payment processing, reconciliation, regulatory compliance, data analysis, stakeholder coordination, digital tools proficiency

Preferred skills

Insurance/banking operations experience, Microsoft Copilot/AI tools familiarity, e-payment solutions knowledge

Technologies

Microsoft Copilot, Microsoft Office, FPS, TT, digital payment platforms

Responsibilities

Handle premium collection via various channels (cheque, bank draft, FPS, TT, credit card, cash, digital); Verify payment transactions and supporting documents; Prepare operational reports and management dashboards; Ensure compliance with AML and internal control requirements; Liaise with Policy Administration, Finance, and Compliance departments to resolve payment issues.

Seniority

Senior, hands-on IC