Senior Officer, Customer Service (Policy Administration & Customer Service in High Net Worth Insurance)
Aegon Asset Management
Hong Kong


  • Collaborate with business partner or different internal teams to deliver quality customer service;
  • Handle enquiry / feedback / complaint from customer or business partners through different means of contact including but not limited to letter, email, audio / video call or face to face meeting, etc;
  • Process financial and non-financial policy servicing transactions in different administration systems in complying to the process guidelines, target turnaround time and with zero error;
  • Ensure a good follow-through of customer’s service request till its completion;
  • Report daily operations issues to team leader with proposed feasible solution;
  • Participate in ad hoc projects or tasks if assigned;
  • Being a team player to back up other team member for service continuity purpose;
  • Comply with internal policies, procedures and relevant laws and regulations.
  • Requirements

  • Degree or equivalent. Having a professional qualification such as FLMI is an advantage;
  • At least 8 years of insurance operations experience in insurance industry, preferably in the High Net Worth Insurance Sector;
  • Understanding of different entity structure, AML guidelines, FATCA and CRS requirements;
  • Able to work independently and under pressure with minimal supervision
  • Customer centric mind set with a desire to provide excellent customer service;
  • Have good problem-solving skills;
  • Excellent interpersonal and collaboration skills;
  • Possess good verbal and written communication skills;
  • Good team player and accountable;
  • Have good organization skills and attention to details;
  • Proficiency in MS office, Excel, Word, Powerpoint;
  • HKIA licensing (Paper 1 & 3).
  • Interested candidates are invited to submit the application with detailed resume stating educational background, working experience, current salary package, email and phone contact number to .

    Personal data collected will be used for recruitment purposes.

    Personal data of unsuccessful applicants may be retained up to two years only.

    Aegon Asia

    Aegon Asia is part of the Aegon Group a life insurance, pension and asset management company headquartered in The Hague, Netherlands with a presence in more than 25 markets in the Americas, Europe and Asia.

    Aegon N.V. is listed on the Amsterdam and New York stock exchanges. Aegon companies employ over 29,000 employees and have millions of customers across the globe.

    Asia is among the world's fastest developing regions and presents significant growth opportunities for Aegon. With the Regional Office headquartered in Hong Kong, Aegon's regional division oversees and supports operations in eight countries across Asia Pacific.

    A recently created regional digital team based in Singapore drives digital innovations in the region. Aegon operates through three major joint ventures in China, India, and Japan, in addition to the pan-Asian operations of Transamerica Life Bermuda and Aegon Insights.

    Aegon LinkedIn

    Transamerica Life Bermuda (TLB)

    Founded in 1906, Transamerica is one of the world's leading financial services companies with over 100 years of history.

    Transamerica Life (Bermuda) Ltd. (Transamerica Life Bermuda) was established in 2005 and its full-service branches opened in Hong Kong and Singapore in 2006.

    Transamerica Life Bermuda is a leading High Net Worth insurance provider, dedicated to offering life protection to High Net Worth individuals, families and businesses across Asia and beyond.

    With over 80 years of heritage in Asia, we offer innovative insurance solutions that help customers protect their wealth legacies and preserve their hard-earned assets for generations to come.

    Our aim is to deliver exceptional service and powerful solutions that protect and perform at the highest possible level.

    Transamerica Life Bermuda is of the Aegon Group.

    Transamerica Life Bermuda LinkedIn

    Aegon Insights

    Aegon Insights is the Asia Pacific-based insurance marketing and consulting arm of Aegon, one of the world's leading financial services organizations, providing life insurance, pensions and asset management.

    Aegon Insights has operations in Australia, China, Indonesia, Japan and Thailand, with its regional office in Hong Kong.

  • With expertise in customer journey design and distribution of protection products, Aegon Insights provides solutions for its business partners and their customers;
  • from customer analytics insights with actionable models, integrated distribution platform solutions, innovative product design, marketing campaign and omni-channel distribution design;
  • through to assistance with policy administration and claims management.

    Aegon Insights LinkedIn

    Aegon Asset Management Asia

    From our regional headquarters in Hong Kong, Aegon Asset Management Asia offers investment management solutions and services from across our centres of expertise in North America, the UK, Continental Europe and Asia.

    Aegon Asset Management's specialist teams provide high-quality investment solutions across asset classes, including fixed income, multi-asset, real estate, equities, absolute return, multi-manager, liability-driven, and ethical investing.

    The Aegon Asset Management group is the global investment management company of Aegon and operates multiple brands.


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