Job Responsibilities:
- Lead a transformation project focused on enhancing Underwriting and Operational processes for HNW insurance products, while ensuring an exceptional experience for our brokers and partners
- Transform the broker experience by streamlining communication, improving access to information and enhancing digital tools to ensure brokers can serve their clients more efficiently and effectively
- Work closely with Underwriting, Operations and IT to improve workflows, automation and assessment processes. Work closely with the IT PMs and delivery teams to deliver solutions, , while ensuring the process is broker-friendly and transparent
- Act as the primary liaison between global stakeholders, including senior leadership, underwriting teams, operational teams, distribution partners and IT. Ensure clear communication and alignment on project goals and deliverables
- Develop and manage detailed project plans for the end-to-end program, including underwriting, operations, distribution, and broker experience initiatives. Ensure clear objectives, timelines, and resource allocations. Manage project action items and risks, and proactively address issues to ensure projects are delivered on time and within budget
- Manage transformation efforts across different geographic regions, understanding local market nuances, regulatory requirements, and processes to ensure global alignment with regional specifics, all while improving the broker experience. Manage cross-functional teams and stakeholders across different time zones and cultures to ensure project success
- Drive change management initiatives to ensure seamless adoption of new processes, tools and technologies across Underwriting, Operations and Distribution teams globally
Job Qualifications:
- Bachelor's degree in Business, Finance or related field
- Minimum of 8 years of experience in managing transformation projects within the HNW insurance space, particularly focused on underwriting, operations and broker experience
- Strong experience in leading large-scale process improvement initiatives and cross-functional projects
- Deep understanding of HNW insurance, underwriting and operational processes
- Excellent project management skills, with expertise in agile, waterfall or hybrid methodologies
- Strong leadership and stakeholder management abilities, with the ability to navigate complex, global organizations
- Expertise in creating and enhancing broker-focused processes and tools that improve their experience and overall satisfaction
If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer HKD1000 in Apple gift cards for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.hk/refer-a-friend
