外企职位管理手册.doc

外企外企职职位管理手册位管理手册 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any from or by any means, electronic, photocopying, recording, or otherwise, without the prior permission the publisher. Any request to produce material from this study, in written or any other form, must be addressed to Watson Wyatt Worldwide. i Table of Contents INSURANCE JOB FAMILY: ACTUARIAL.1 Job Title: Corporate Actuary1 Job Code: LIAC171 Job Title: Actuarial Manager1 Job Code: LIAC151 Job Title: Assistant Actuarial Manager1 Job Code: LIAC131 Job Title: Senior Actuarial Assistant/Actuarial Supervisor1 Job Code: LIAC111 Job Title: Actuarial Assistant .2 Job Code: LIAC102 Job Title: Actuarial Trainee2 Job Code: LIAC092 JOB FAMILY: LIFE OPERATIONS .3 Job Title: Head of Life Operations.3 Job Code: LIPO183 Job Title: Head of Life Operations.3 Job Code: LIPO173 JOB FAMILY: CLAIMS4 Job Title: Senior Claims Manager4 Life Insurance Job Code: LICL154 General Insurance Job Code: GICL15.4 Job Title: Claims Manager .4 Life Insurance Job Code: LICL144 General Insurance Job Code: GICL14.4 Job Title: Assistant Claims Manager4 Life Insurance Job Code: LICL124 General Insurance Job Code: GICL12.4 Job Title: Claims Supervisor 4 Life Insurance Job Code: LICL104 General Insurance Job Code: GICL10.4 Job Title: Junior Claims Supervisor .5 Life Insurance Job Code: LICL095 General Insurance Job Code: GICL09.5 Job Title: Claims Clerk/Assistant.5 Life Insurance Job Code: LICL075 General Insurance Job Code: GICL07.5 JOB FAMILY: LIFE AGENCY DEVELOPMENT .6 Job Title: General Manager - Life Agency Development6 Job Code: LIAD176 Job Title: Life Agency Development Manager6 Job Code: LIAD136 Job Title: Senior Agency Development Executive.6 Job Code: LIAD116 JOB FAMILY: AGENCY ADMINISTRATION 7 Job Title: Senior Agency Administration Manager7 Job Code: LIAA16 7 Job Title: Agency Administration Manager.7 Job Code: LIAA14 7 Job Title: Assistant Agency Administration Manager .7 Job Code: LIAA12 7 Job Title: Agency Administration Supervisor7 Job Code: LIAA10 7 Job Title: Agency Administration Assistant/Clerk.7 Job Code: LIAA07 7 JOB FAMILY: MARKETING LIFE INSURANCE9 Job Title: Marketing Director.9 Job Code: LIMM17.9 Job Title: Senior Marketing Manager.9 Job Code: LIMM15.9 Job Title: Marketing Manager9 Job Code: LIMM13.9 Job Title: Assistant Marketing Manager 9 Job Code: LIMM12.9 Job Title: Senior Marketing Executive.9 Job Code: LIMM11.9 Job Title: Marketing Executive 10 Job Code: LIMM10.10 Job Title: Marketing Assistant10 Job Code: LIMM07.10 JOB FAMILY: CALL CENTRE/TELEMARKETING.11 Job Title: Call Centre Customer Service / Telemarketing Manager11 Job Code: LICS14.11 Job Title: Call Centre Customer Service / Telemarketing Assistant Manager 11 Job Code: LICS12.11 Job Title: Call Centre Customer Service / Telemarketing Supervisor.11 Job Code: LICS10.11 Job Title: Call Centre Customer Service / Telemarketing Representative 11 Job Code: LICS06.11 JOB FAMILY: RETIREMENT SCHEME SALES.12 Job Title: Retirement Scheme Sales Manager12 ORSO Scheme Job Code: LIPS14 12 MPF Scheme Job Code: LMPS14 12 Job Title: Asst Retirement Scheme Sales Manager12 ORSO Scheme Job Code: LIPS13 12 MPF Scheme Job Code: LMPS13 12 Job Title: Sr. Retirement Scheme Sales Officer.12 ORSO Scheme Job Code: LIPS11 12 MPF Scheme Job Code: LMPS11 12 Job Title: Retirement Scheme Sales Officer.12 ORSO Scheme Job Code: LIPS10 12 MPF Scheme Job Code: LMPS10 12 JOB FAMILY: EMPLOYEE BENEFITS.13 Job Title: Sales Director Employee Benefits.13 Job Code: LISS17.13 Job Title: Senior Sales Manager Employee Benefits 13 Job Code: LISS16.13 Job Title: Sales Manager Employee Benefits13 Job Code: LISS14.13 Job Title: Assistant Sales Manager Employee Benefits13 Job Code: LISS12.13 ii Job Title: Senior Sales Executive Employee Benefits.14 Job Code: LISS11.14 Job Title: Sales Executive Employee Benefits14 Job Code: LISS10.14 JOB FAMILY: AGENCY TRAINING15 Job Title: Senior Training Manager15 Job Code: LITR16.15 Job Title: Training Manager.15 Job Code: LITR14.15 Job Title: Assistant Training Manager .15 Job Code: LITR13.15 Job Title: Senior Training Officer15 Job Code: LITR11.15 Job Title: Training Officer15 Job Code: LITR10.15 Job Title: Training Assistant.15 Job Code: LITR07.15 JOB FAMILY: UNDERWRITING LIFE INSURANCE .16 Job Title: Underwriting Manager.16 Job Reference: LIUN1416 Job Title: Assistant Underwriting Manager16 Job Code: LIUN1316 Job Title: Senior Underwriter.16 Job Code: LIUN1216 Job Title: Underwriter 16 Job Code: LIUN1116 Job Title: Underwriting Supervisor17 Job Code: LIUN0917 Job Title: Underwriting Assistant/Clerk.17 Job Code: LIUN 07.17 JOB FAMILY: INVESTMANET FUND MANAGEMENT18 Job Title: Senior Fund Manager.18 Job Code.: LIIS16.18 Job Title: Fund Manager.18 Job Code.: LIIS14.18 Job Title: Junior Fund Manager18 Job Code: LIIS1318 Job Title: Trainee Fund Manager .18 Job Code: LIIS1118 Job Title: Investment Assistant.18 Job Code: LIIS0818 JOB FAMILY: POLICY ADMINISTRATION 19 Job Title: Senior Policy Administration Manager19 Group Life Insurance Product Job Code: LIPG16 19 Individual Life Insurance Product Job Code: LIPI1619 General Insurance Product Job Code: GIPS16.19 Job Title: Policy Administration Manager .19 Group Life Insurance Product Job Code: LIPG14 19 Individual Life Insurance Product Job Code: LIPI1419 General Insurance Product Job Code: GIPS14.19 Job Title: Assistant Policy Administration Manager19 Group Life Insurance Product Job Code: LIPG13 19 Individual Life Insurance Product Job Code: LIPI1319 General Insurance Product Job Code: GIPS13.19 Job Title: Policy Administration Supervisor19 Group Life Insurance Product Job Code: LIPG11 19 Individual Life Insurance Product Job Code: LIPI1119 General Insurance Product Job Code: GIPS11.19 Job Title: Junior Policy Administration Supervisor.20 Group Life Insurance Product Job Code: LIPG10 20 Individual Life Insurance Product Job Code: LIPI1020 General Insurance Product Job Code: GIPS10.20 Job Title: Policy Administration Assistant/Clerk.20 Group Life Insurance Product Job Code: LIPG07 20 Individual Life Insurance Product Job Code: LIPI0720 General Insurance Product Job Code: GIPS07.20 JOB FAMILY: RETIREMENT SCHEME OPERATION21 Job Title: Sr. Operation Manager.21 ORSO Scheme Job Code: LIPO1621 MPF Scheme Job Code: LMPO1621 Job Title: Operation Manager.21 ORSO Scheme Job Code: LIPO1421 MPF Scheme Job Code: LMPO1421 Job Title: Assistant Operation Manager.21 ORSO Scheme Job Code: LIPO1321 MPF Scheme Job Code: LMPO1321 Job Title: Operation Supervisor21 ORSO Scheme Job Code: LIPO1021 MPF Scheme Job Code: LMPO1021 Job Title: Scheme Administrator21 ORSO Scheme Job Code: LIPO0721 MPF Scheme Job Code: LMPO0721 JOB FAMILY: BUSINESS DEVELOPMENT.22 Job Title: Head of Business Development .22 Job Code: GIBD16 .22 Job Title: Manager, Corporate Risk .22 Job Code: GICR1422 Job Title: Manager, Marine22 Job Code: GIMA14.22 Job Title: Manager, Non-marine 23 Job Code: GINM14.23 Job Title: Manager, Agency/Brokers23 Job Code: GIAB1423 Job Title: Assistant Business Development Manager 23 Job Code: GIBD13 .23 Job Title: Account Executive .23 Job Code: GIBD12 .23 Job Title: Assistant Account Executive23 Job Code: GIBD10 .23 Job Title: Account Assistant.24 Job Code: GIBD07 .24 JOB FAMILY: MARKETING GENERAL INSURANCE25 Job Title: Marketing Manager25 Job Code: GIMS14.25 Job Title: Marketing Supervisor.25 Job Code: GIMS10.25 Job Title: Marketing Officer.25 Job Code: GIMS07.25 JOB FAMILY: UNDERWRITING GENERAL INSURANCE.26 Job Title: Underwriting Manager.26 Job Code: GIUN14.26 iii Job Title: Assistant Underwriting Manager26 Job Code: GIUN13.26 Job Title: Underwriting Supervisor26 Job Code: GIUN10.26 Job Title: Risk Appraiser/Surveyor26 Job Code: GIRA1226 Job Title: Underwriting Assistant/Clerk.26 Job Code: GIUN07.26 JOB FAMILY: REINSURANCE27 Job Title: Reinsurance Manager.27 Job Code: GIRI14.27 Job Title: Assistant Reinsurance Manager .27 Job Code: GIRI13.27 Job Title: Reinsurance Supervisor27 Job Code: GIRI10.27 Job Title: Reinsurance Clerk 27 Job Code: GIRI07.27 GENERAL JOB FAMILY: CHIEF EXECUTIVE28 Job Title: Group/Regional Chief Executive .28 Job Code: GMCE2228 Job Title: Group/Regional Chief Executive .28 Job Code: GMCE2128 Job Title: Group/Regional Chief Executive .28 Job Code: GMCE2028 Job Title: Chief Executive28 Job Code: GMCE1928 Job Title: Chief Executive28 Job Code: GMCE1828 Job Title: Chief Executive28 Job Code: GMCE1728 Job Title: Chief Executive28 Job Code: GMCE1628 JOB FAMILY: BUSINESS UNIT MANAGEMENT.29 Job Title: Regional Business Unit Manager.29 Job Code: GMCB1929 Job Title: Business Unit Manager 29 Job Code: GMCB1829 Job Title: Business Unit Manager 29 Job Code: GMCB1729 Job Title: Business Unit Manager 29 Job Code: GMCB1629 JOB FAMILY: OPERATION MANAGEMENT .30 Job Title: Chief Operation Officer30 Job Code: GMOO18.30 Job Title: Operation Manager.30 Job Code: GMOO17.30 Job Title: Operation Manager.30 Job Code: GMOO15.30 JOB FAMILY: CORPORATE PLANNING.31 Job Title: Head of Corporate Planning.31 Job Code: GMOP19 .31 Job Title: Head of Corporate Planning.31 Job Code: GMOP17 .31 Job Title: Corporate Planning Manager31 Job Code: GMOP15 .31 Job Title: Business Planning Analyst.31 Job Code: GMOP13 .31 Job Title: Business Planning Analyst.31 Job Code: GMOP11 .31 JOB FAMILY: BUSINESS DEVELOPMENT.32 Head of Business Development32 Job Ref.: GMBD1732 Business Development Manager32 Job Ref.: GMBD1632 Business Development Executive 32 Job Ref.: GMBD1432 JOB FAMILY: ALLIANCE / PARTNERSHIP.33 Job Title: Regional Alliance / Partnerships Manager.33 Job Code: GMAP1633 Job Title: Alliance / Partnerships Manager 33 Job Code: GMAP1533 Job Title: Alliance / Partnerships Executive.33 Job Code: GMAP1233 JOB FAMILY: LEGAL COUNSEL34 Job Title: Senior Legal Counsel .34 Job Code: GMLA 20.34 Job Title: Legal Counsel.34 Job Code: GMLA 18.34 Job Title: Legal Counsel.34 Job Code: GMLA 16.34 Job Title: Legal Counsel.34 Job Code: GMLA 14.34 Job Title: Legal Executive34 Job Code: GMLA 12.34 Job Title: Legal Executive34 Job Code: GMLA 10.34 Job Title: Legal Assistant.34 Job Code: GMLA 08.34 JOB FAMILY: COMPANY SECRETARIAL.35 Job Title: Senior Company Secretary.35 Job Code: GMLS 20 .35 Job Title: Company Secretary 35 Job Code: GMLS 18 .35 Job Title: Company Secretary 35 Job Code: GMLS 16 .35 Job Title: Company Secretary 35 Job Code: GMLS 14 .35 Job Title: Company Secretary Executive .35 Job Code: GMLS 12 .35 Job Title: Company Secretary Executive .35 Job Code: GMLS 10 .35 Job Title: Company Secretary Assistant.35 Job Code: GMLS 08 .35 JOB FAMILY: MANAGEMENT TRAINEE.36 Job Title: Management Trainee36 Job Code: GMMT09.36 Job Title: Management Trainee36 Job Code: GMMT08.36 JOB FAMILY: OFFICE SERVICES37 Job Title: Head of Office Services .37 Job Code: SCOS 1837 iv Job Title: Head of Office Services .37 Job Code: SCOS 1637 Job Title: Office Services Manager37 Job Code: SCOS 1437 Job Title: Office Services Manager37 Job Code: SCOS 1237 Job Title: Office Services Supervisor.37 Job Code: SCOS 1037 Job Title: Office Services Administrator38 Job Code: SCOS 0938 Job Title: Senior Office Services Assistant38 Job Code: SCOS 0838 Job Title: Office Services Assistant38 Job Code: SCOS 0638 Job Title: Junior Clerk/Typist.38 Job Code: SCOS 0438 JOB FAMILY: RECEPTIONIST .38 Job Title: Receptionist38 Job Code: SCRE 05 38 JOB FAMILY: CHAUFFEUR38 Job Title: Chauffeur/Driver38 Job Code: SCDR 0538 Job Title: Company Driver.38 Job Code: SCDR 0438 JOB FAMILY: MESSENGER .38 Job Title: Messenger.38 Job Code: SCME 0338 JOB FAMILY: JANITOR .38 Job Title: Janitor.38 Job Code: SCAM03.38 JOB FAMILY: SECURITY39 Job Title: Security Supervisor 39 Job Code: SCMS 0739 Job Code: SCMS 0539 Job Title: Security Guard39 Job Code: SCMS 0339 JOB FAMILY: SECRETARIAL 40 Job Title: Executive Assistant 40 Job Code: SCSX 11.40 Job Title: Executive Secretary40 Job Code: SCSX 09.40 Job Title: Senior Secretary .40 Job Code: SCSX 08.40 Job Title: Department Secretary.40 Job Code: SCSX 06.40 Job Title: Junior Secretary40 Job Code: SCSX 04.40 JOB FAMILY: HEAD OF FINANCE.41 Job Title: Regional Head of Finance41 Job Code: FIHF2041 Job Title: Regional Financial Director .41 Job Code: FIHF1941 Job Title: Financial Director.41 Job Code: FIHF1741 JOB FAMILY: FINANCIAL ACCOUNTING.42 Job Title: Group Financial Accounting Manager.42 Job Code: FIAF1742 Job Title: Group Financial Accounting Manager.42 Job Code: FIAF1642 Job Title: Group Financial Accounting Manager.42 Job Code: FIAF1542 Job Title: Accounting Manager42 Job Code: FIAF1442 Job Title: Senior Accountant42 Job Code: FIAF1342 Job Title: Accountant43 Job Code: FIAF1243 Job Title: Accountant43 Job Code: FIAF1143 Job Title: Accounting Assistant43 Job Code: FIAF1043 Job Title: Accounting Supervisor.43 Job Code: FIAF0943 Job Title: Senior Accounting Clerk43 Job Code: FIAF0743 Job Title: Accounting Clerk .43 Job Code: FIAF0543 JOB FAMILY: MANAGEMENT ACCOUNTING 44 Job Title: Group Finance Manager.44 Job Code: FIAM17 .44 Job Title: Group Finance Manager.44 Job Code: FIAM16 .44 Job Title: Finance Manager44 Job Code: FIAM15 .44 Job Title: Finance Manager44 Job Code: FIAM14 .44 Job Title: Senior Financial Analyst44 Job Code: FIAM13 .44 Job Title: Financial Analyst44 Job Code: FIAM12 .44 Job Title: Junior Financial Analyst.45 Job Code: FIAM11 .45 Job Title: Junior Financial Analyst.45 Job Code: FIAM10 .45 JOB FAMILY: CREDIT CONTROL46 Job Title: Credit Manager.46 Job Code: FIOC1446 Job Title: Credit Analyst.46 Job Code: FIOC1246 Job Title: Credit Supervisor46 Job Code: FIOC1046 Job Title: Assistant Credit Supervisor46 Job Code: FIOC 08.46 Job Title: Credit Control Clerk.46 Job Code: FIOC 06.46 JOB FAMILY: INTERNAL AUDIT47 Job Title: Head of Internal Audit47 Job Code: FIDA1747 Job Title: Audit Manager47 Job Code: FIDA1547 Job Title: Senior Auditor47 Job Code: FIDA1347 v Job Title: Auditor47 Job Code: FIDA1247 Job Title: Auditor47 Job Code: FIDA1147 Job Title: Audit Supervisor.47 Job Code: FIDA0947 Job Title: Senior Audit Clerk47 Job Code: FIDA0747 Job Title: Audit Clerk.47 Job Code: FIDA0547 JOB FAMILY: HEAD OF SALES develops specific short and long range plans and programs together with supporting budget requests. Implements and monitors quality control standards and procedures consistent to corporate objectives. Formulates and installs standard practices based on comparative studies of methods and costs. Degree holder with at least 15 years of relevant working experience. Job Title: Head of Life Operations Job Code: LIPO17 Responsible for all aspects of life operations including underwriting, claims administration and policy administration service in a small to medium size company. Develops and recommends life operations policy and activities towards the accomplishment of corporate objectives. Defines and recommends objectives; develops specific short and long range plans and programs together with supporting budget requests. Implements and monitors quality control standards and procedures consistent to corporate objectives. Formulates and installs standard practices based on comparative studies of methods and costs. Degree holder with at least 12 years of relevant working experience. 4 Claims Clerk/Assistant Jr. Claims Supervisor Claims Supervisor Asst Claims Manager Claims Manager Sr. Claims Manager JOB FAMILY: CLAIMS Job Title: Senior Claims Manager Life Insurance Job Code: LICL15 General Insurance Job Code: GICL15 Promote the image of the company by providing quality claims services including the establishment and achievement of service standard. Monitor and control all claims settlement. Assess, negotiate and settle all outstanding and problematic claims. Ensure adequate provision is made for outstanding claims payments for solvency. Policy development with the head of Underwriting Department. Monitor trends in claims and prepare necessary statistical information and quarterly reports for management use. Implement and communicate any claims policy to all the staff. Develop and strengthen the team and maintaining effective communication among claims staff. System development and enhancement with the head of IT Department. University graduate or professional qualification with at least 8 - 10 years of relevant experience on claims and underwriting. High degree of analysis, management and planning skills are essential. Negotiation and leadership skills are desirable. Job Title: Claims Manager Life Insurance Job Code: LICL14 General Insurance Job Code: GICL14 Contribute in promoting the image of the company by providing quality claims services including the establishment and achievement of service standard. Approve and check claims within settling authority and refer those in excess to the senior management with appropriate commentary and recommendation. Supervise and coordinate the processing of claims. Validate cheque requisition. Direct in the investigation of doubtful or questionable claims. Ensure all outstanding claims are adequately reserved and that appropriate level of IBNR is provided. Handle departmental administrative and personnel matters by monitoring and supervising staff and ensure their performance meets with service standard. Liaise with IT on system enhancement. Recruit, supervise and develop subordinates in the Claims department. University graduate or professional qualification with 6 8 years of relevant experience. Possess knowledge on law of tort and contract is necessary. High degree of analysis, management and planning skills are essential. Job Title: Assistant Claims Manager Life Insurance Job Code: LICL12 General Insurance Job Code: GICL12 In charge of the daily operations of the claims section. Coordinate the processing and settlement of claims. Evaluate, approve and make recommendation on payment of all types of claims on specific limit of authority. Prepare documents such as affidavits and undertakings necessary in the settlement of claims. Assist in