CareerPlan

Senior Officer, Client Service Delivery

Tsim Sha Tsui, Kowloon, HKFull-time2026-11-03 → 2026-11-11

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 Operations Specialist (Premium Collection & Client Service)

Builds

Premium payment processing workflows and client service delivery for insurance clients, advisors, and brokers

Domain

Insurance / Financial Services

Required skills

Payment processing, reconciliation, regulatory compliance (AML), stakeholder coordination, data analysis, risk control, digital tool adoption

Preferred skills

Insurance/banking industry experience, familiarity with e-payment solutions, Microsoft Copilot/AI tools

Technologies

Microsoft Copilot, Microsoft Office, e-payment solutions

Responsibilities

Handle premium collection via various channels (cheque, FPS, TT, digital), verify transactions and documents, resolve payment discrepancies, liaise with internal departments (Policy Admin, Finance, Compliance), prepare operational reports and dashboards, ensure AML and regulatory compliance, support digital transformation initiatives

Seniority

Senior, hands-on IC