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Leads Operations Excellence and enterprise transformation across life and health insurance operations. Oversees portfolio governance, strategic roadmaps, project delivery, KPI and OKR tracking, benefits realization, risk management, executive reporting, and audit resolution. Drives process optimization, continuous improvement, automation, analytics, artificial intelligence adoption, and customer experience improvements. Governs cross-functional health initiatives, aligns senior stakeholders, and ensures strategic projects meet timelines, budgets, and business outcomes.

Design, develop, maintain, and architect scalable mobile applications for iOS and Android. Translate business and UX requirements into quality experiences, build reusable components, support production releases, refactor applications, maintain documentation, participate in architecture discussions, and contribute to information security assessments.

Develop sales and training materials, promotional content, and event collateral; coordinate product launches, seminars, roadshows, workshops, and channel engagement events; manage logistics and communications; support UAT for sales tools and digital platforms; and coordinate stakeholders across Product, Marketing, Operations, Training, Legal, Compliance, and vendors. Requires bilingual English and Cantonese communication, project coordination, content development, and strong Microsoft Office skills.

Develop, test, support, and enhance Informatica-based ETL applications for investment products. Analyze data from relational databases and files, create technical designs and documentation, coordinate delivery with business and onshore partners, troubleshoot issues, and ensure security and development standards. The role also involves estimating tasks, managing dependencies and risks, supporting application upgrades, and contributing to technical implementations.

Design and develop enterprise Pega applications from scratch using situational layer cake, enterprise class structures, organizational mapping, and data modeling best practices. Lead technical development teams, conduct requirements and design sessions, implement user stories, perform code reviews, manage integrations and APIs, and ensure Pega standards, compliance, and application quality.

Provide advanced, bilingual (Mandarin/English) case and sales strategy support to financial advisors, facilitating complex individual life and health insurance cases, training webinars, proactive outreach, and coordinating internal teams to ensure smooth placement of large and complex business to drive sales growth.

Investigates and pursues subrogation recoveries for short- and long-term disability claims. Evaluates liability, coverage, losses, and policy language; negotiates settlements; manages vendors and claim workflows; provides technical guidance, audits, training, coaching, and feedback to Claims teams; supports policy development, client relationships, and special projects while maintaining required TPA licensing.

Leads complex group insurance underwriting, including renewals, quotes, plan revisions, risk analysis, pricing recommendations, and client negotiations. Partners with Business Development, brokers, advisors, and internal teams while protecting profitability. Coaches underwriters, delivers training and peer reviews, supports transformation initiatives, and applies analytics, AI, and underwriting technology with ethical judgment. Requires advanced financial and analytical skills, regulatory knowledge, project leadership, and fluency in written and spoken French and English.

Prepare and deliver holistic financial plans for mass affluent and high-net-worth clients addressing risk, retirement, tax, and estate strategies. Organize and deliver regional training for advisors, collaborate with case managers and distributors, cultivate field relationships, stay current on planning and wealth topics, and drive business growth by supporting advisors with planning expertise and presentations.

Provides first-line HR support to employees on policies, benefits, payroll, leaves, and related services. Logs and resolves cases, maintains accurate employee data, protects confidentiality, explains HR policies, escalates complex issues, and collaborates with Payroll, Benefits, IT, and other HR teams. The role also identifies service improvements and ensures compliance with HR policies and regulations.