Asst Dir-Actuarial Client Supt

Full-time
Intermediate (3-6 years)

Posted 

Technical Skills

  • Asset Liability Management
  • CRM
  • Futures
  • Life Insurance
  • Marketing
  • Reconciliations
  • Record keeping
  • Relationship Management
  • Report Writing
  • Risk Management
  • Spreadsheets
  • Training
  • Valuation

Job Description

Asst Dir-Actuarial Client Supt

Location: Hong Kong

The Actuarial Client Support specialist deals directly with our clients in the APAC region on a daily basis to provide actuarial support, training and advice on best practices for implementing models in AXIS. They will also work on documentation for clients and research projects that provide exposure to state of the art actuarial science and its application to real problems. The APAC client support desk works closely with the Actuarial Client Support team in North America to ensure consistency in AXIS support models worldwide.
Primary Responsibilities
 
  • “Help Desk”. This is the primary method for handling ad-hoc  client inquiries on using the software and includes:
    • Help desk assignments; must be available 9:30am  – 5 pm local time.
    • Acknowledging, reviewing and prioritizing  initial calls and emails from clients.
    • Researching and answering client questions as quickly as possible and adhering to all company standards.
    • Ensuring contact with the client (outside of acknowledgements) within prescribed timeframes.
  • General Client Support.  (Also applies to Help Desk responsibilities, carryovers from help desk, as well as direct contacts from clients).
    • Investigate and analyze client questions / problems as required.
    • Ensure that you understand what the client is trying to do.
    • Investigate whether solutions already exist within AXIS, and if not discuss with developers whether new features may be required.
    • For more complex issues, work with other GGY resources to assist as required.
    • Keep clients informed of the status of any investigations which  may require time to determine an answer.
    • Document all contact with clients, problems and resolutions in Job/IR discussions.
    • Directing clients to existing  explanatory material (e.g. KB’s, Help text, reconciliation spreadsheets).
    • Creation of additional explanatory material where needed to answer client inquiry.
  • Help develop business specifications for new features
    • After a new feature is deemed to be required,  serve as liaison between GGY and client.
    • Determine client  importance and urgency with respect to delivery of feature.
    • Ensure that GGY understands the client’s business issues and that the feature to be delivered covers this off.
    • Work with developers to prepare business specification documents.
    • Send specifications to client for approval.
  • Testing of new features and bug fixes as required
    • Work with the developers and clients for any given feature or bug fix to determine a formal testing plan to ensure the feature or fix is functioning as expected.
    • Perform & sign off prescribed testing of feature in line with the release schedule.
    • May include developing job-specific data to be used for future testing by the QA team.
  • Conduct in-house, web-based, and on-site training:
    • Preparation for and delivery of training on specific modules or topics.
    • Ensure pre-training administrative steps are completed both internal (e.g. send training summary plan to client) and external (completion of WBT by clients).
    • Know audience and adjust communication style as required.
Other Responsibilities
 
  • Lead & participate in Interest Groups & Working Groups for your areas of interest or expertise
    • May include researching various industry topics and conveying the information internally.
    • Providing information to employees for various purposes either on an Ad-hoc or formal basis.
  • Participate in marketing activities as required
    • May include initial training of new or trial clients on a client-specific basis (e.g. building client product into AXIS to make training relevant to the client).
    • This may include traveling to give demos or training to client on-site.
  • Relationship Manager/Client Co-ordinator
    • Serve as a permanent Liaison with specific clients.
    • Arrange periodic client meetings to review client requirements/requests to ensure client is being served well.
    • Provide periodic information to management on status of client, including any existing or possible problems which need to be addressed.
  • “Project” Work
    • Develop/update formal training material as needed.
    • Develop explanatory articles/spreadsheets for topics as needed.
    • Develop/expand Sample data for delivery with the software.
  • Other Duties as assigned.

Requirements

  • Preference will be given to Fellows of the Society of Actuaries, Institute/Faculty of Actuaries, or an equivalent actuarial body, but Associates with equivalent work experience are also suitable candidates.
  • At least 5 years of experience in the life insurance industry, preferably in the APAC region.
  • English language skills a must. Fluency in Mandarin would be a strong asset.
  • Experience in life, annuity or health in areas such as pricing, valuation, corporate modeling, risk management, ALM, stochastic modeling work, hedging.
  • Some client contact and training will be at their offices so some travel is required.
  • Client service oriented.
  • Great interpersonal skills.
  • Effective communication (listening and questioning) skills.
  • Ability to research information and explain it clearly.
  • Strong presentation skills.
  • Attention to detail.
  • Ability to assess (e.g. diagnosing and summarising priority needs).
  • Excellent record keeping ability.
  • Adept at building and maintaining relationships with a wide range of people.
  • Administrative and report writing skills.
  • Organisational and time-management skills, including ability to meet targets.
  • Confidence in group situations.
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelNon-specified
QualificationAssociate, Society of Actuaries (ASA)
LanguageEnglish, Mandarin (Putonghua)
Moody's Asia PacificInformation Technology

24/F, One Pacific Place 88 Queensway Admiralty, Hong Kong

directions_walk8 mins walk from Admiralty Station