华信惠悦职位手册.doc

i 97 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 97 Table of Contents INSURANCE JOB FAMILY ACTUARIAL 1 Job Title Corporate Actuary 1 Job Code LIAC17 1 Job Title Actuarial Manager 1 Job Code LIAC15 1 Job Title Assistant Actuarial Manager 1 Job Code LIAC13 1 Job Title Senior Actuarial Assistant Actuarial Supervisor 1 Job Code LIAC11 1 Job Title Actuarial Assistant 2 Job Code LIAC10 2 Job Title Actuarial Trainee 2 Job Code LIAC09 2 JOB FAMILY LIFE OPERATIONS 3 Job Title Head of Life Operations 3 Job Code LIPO18 3 Job Title Head of Life Operations 3 Job Code LIPO17 3 JOB FAMILY CLAIMS 4 Job Title Senior Claims Manager 4 Life Insurance Job Code LICL15 4 General Insurance Job Code GICL15 4 Job Title Claims Manager 4 Life Insurance Job Code LICL14 4 General Insurance Job Code GICL14 4 Job Title Assistant Claims Manager 4 Life Insurance Job Code LICL12 4 General Insurance Job Code GICL12 4 Job Title Claims Supervisor 4 Life Insurance Job Code LICL10 4 General Insurance Job Code GICL10 4 Job Title Junior Claims Supervisor 5 Life Insurance Job Code LICL09 5 General Insurance Job Code GICL09 5 Job Title Claims Clerk Assistant 5 Life Insurance Job Code LICL07 5 General Insurance Job Code GICL07 5 JOB FAMILY LIFE AGENCY DEVELOPMENT 6 Job Title General Manager Life Agency Development 6 Job Code LIAD17 6 Job Title Life Agency Development Manager 6 Job Code LIAD13 6 Job Title Senior Agency Development Executive 6 Job Code LIAD11 6 JOB FAMILY AGENCY ADMINISTRATION 7 Job Title Senior Agency Administration Manager 7 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 Supervisor 7 Job Code LIAA10 7 Job Title Agency Administration Assistant Clerk 7 Job Code LIAA07 7 JOB FAMILY MARKETING LIFE INSURANCE 9 Job Title Marketing Director 9 Job Code LIMM17 9 Job Title Senior Marketing Manager 9 Job Code LIMM15 9 Job Title Marketing Manager 9 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 Assistant 10 Job Code LIMM07 10 JOB FAMILY CALL CENTRE TELEMARKETING 11 Job Title Call Centre Customer Service Telemarketing Manager 11 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 Manager 12 ORSO Scheme Job Code LIPS14 12 MPF Scheme Job Code LMPS14 12 Job Title Asst Retirement Scheme Sales Manager 12 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 Benefits 13 Job Code LISS14 13 Job Title Assistant Sales Manager Employee Benefits 13 Job Code LISS12 13 ii 97 Job Title Senior Sales Executive Employee Benefits 14 Job Code LISS11 14 Job Title Sales Executive Employee Benefits 14 Job Code LISS10 14 JOB FAMILY AGENCY TRAINING 15 Job Title Senior Training Manager 15 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 Officer 15 Job Code LITR11 15 Job Title Training Officer 15 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 LIUN14 16 Job Title Assistant Underwriting Manager 16 Job Code LIUN13 16 Job Title Senior Underwriter 16 Job Code LIUN12 16 Job Title Underwriter 16 Job Code LIUN11 16 Job Title Underwriting Supervisor 17 Job Code LIUN09 17 Job Title Underwriting Assistant Clerk 17 Job Code LIUN 07 17 JOB FAMILY INVESTMANET FUND MANAGEMENT 18 Job Title Senior Fund Manager 18 Job Code LIIS16 18 Job Title Fund Manager 18 Job Code LIIS14 18 Job Title Junior Fund Manager 18 Job Code LIIS13 18 Job Title Trainee Fund Manager 18 Job Code LIIS11 18 Job Title Investment Assistant 18 Job Code LIIS08 18 JOB FAMILY POLICY ADMINISTRATION 19 Job Title Senior Policy Administration Manager 19 Group Life Insurance Product Job Code LIPG16 19 Individual Life Insurance Product Job Code LIPI16 19 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 LIPI14 19 General Insurance Product Job Code GIPS14 19 Job Title Assistant Policy Administration Manager 19 Group Life Insurance Product Job Code LIPG13 19 Individual Life Insurance Product Job Code LIPI13 19 General Insurance Product Job Code GIPS13 19 Job Title Policy Administration Supervisor 19 Group Life Insurance Product Job Code LIPG11 19 Individual Life Insurance Product Job Code LIPI11 19 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 LIPI10 20 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 LIPI07 20 General Insurance Product Job Code GIPS07 20 JOB FAMILY RETIREMENT SCHEME OPERATION 21 Job Title Sr Operation Manager 21 ORSO Scheme Job Code LIPO16 21 MPF Scheme Job Code LMPO16 21 Job Title Operation Manager 21 ORSO Scheme Job Code LIPO14 21 MPF Scheme Job Code LMPO14 21 Job Title Assistant Operation Manager 21 ORSO Scheme Job Code LIPO13 21 MPF Scheme Job Code LMPO13 21 Job Title Operation Supervisor 21 ORSO Scheme Job Code LIPO10 21 MPF Scheme Job Code LMPO10 21 Job Title Scheme Administrator 21 ORSO Scheme Job Code LIPO07 21 MPF Scheme Job Code LMPO07 21 JOB FAMILY BUSINESS DEVELOPMENT 22 Job Title Head of Business Development 22 Job Code GIBD16 22 Job Title Manager Corporate Risk 22 Job Code GICR14 22 Job Title Manager Marine 22 Job Code GIMA14 22 Job Title Manager Non marine 23 Job Code GINM14 23 Job Title Manager Agency Brokers 23 Job Code GIAB14 23 Job Title Assistant Business Development Manager 23 Job Code GIBD13 23 Job Title Account Executive 23 Job Code GIBD12 23 Job Title Assistant Account Executive 23 Job Code GIBD10 23 Job Title Account Assistant 24 Job Code GIBD07 24 JOB FAMILY MARKETING GENERAL INSURANCE25 Job Title Marketing Manager 25 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 97 Job Title Assistant Underwriting Manager 26 Job Code GIUN13 26 Job Title Underwriting Supervisor 26 Job Code GIUN10 26 Job Title Risk Appraiser Surveyor 26 Job Code GIRA12 26 Job Title Underwriting Assistant Clerk 26 Job Code GIUN07 26 JOB FAMILY REINSURANCE 27 Job Title Reinsurance Manager 27 Job Code GIRI14 27 Job Title Assistant Reinsurance Manager 27 Job Code GIRI13 27 Job Title Reinsurance Supervisor 27 Job Code GIRI10 27 Job Title Reinsurance Clerk 27 Job Code GIRI07 27 GENERAL JOB FAMILY CHIEF EXECUTIVE 28 Job Title Group Regional Chief Executive 28 Job Code GMCE22 28 Job Title Group Regional Chief Executive 28 Job Code GMCE21 28 Job Title Group Regional Chief Executive 28 Job Code GMCE20 28 Job Title Chief Executive 28 Job Code GMCE19 28 Job Title Chief Executive 28 Job Code GMCE18 28 Job Title Chief Executive 28 Job Code GMCE17 28 Job Title Chief Executive 28 Job Code GMCE16 28 JOB FAMILY BUSINESS UNIT MANAGEMENT 29 Job Title Regional Business Unit Manager 29 Job Code GMCB19 29 Job Title Business Unit Manager 29 Job Code GMCB18 29 Job Title Business Unit Manager 29 Job Code GMCB17 29 Job Title Business Unit Manager 29 Job Code GMCB16 29 JOB FAMILY OPERATION MANAGEMENT 30 Job Title Chief Operation Officer 30 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 Manager 31 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 Development 32 Job Ref GMBD17 32 Business Development Manager 32 Job Ref GMBD16 32 Business Development Executive 32 Job Ref GMBD14 32 JOB FAMILY ALLIANCE PARTNERSHIP 33 Job Title Regional Alliance Partnerships Manager 33 Job Code GMAP16 33 Job Title Alliance Partnerships Manager 33 Job Code GMAP15 33 Job Title Alliance Partnerships Executive 33 Job Code GMAP12 33 JOB FAMILY LEGAL COUNSEL 34 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 Executive 34 Job Code GMLA 12 34 Job Title Legal Executive 34 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 Trainee 36 Job Code GMMT09 36 Job Title Management Trainee 36 Job Code GMMT08 36 JOB FAMILY OFFICE SERVICES 37 Job Title Head of Office Services 37 Job Code SCOS 18 37 iv 97 Job Title Head of Office Services 37 Job Code SCOS 16 37 Job Title Office Services Manager 37 Job Code SCOS 14 37 Job Title Office Services Manager 37 Job Code SCOS 12 37 Job Title Office Services Supervisor 37 Job Code SCOS 10 37 Job Title Office Services Administrator 38 Job Code SCOS 09 38 Job Title Senior Office Services Assistant 38 Job Code SCOS 08 38 Job Title Office Services Assistant 38 Job Code SCOS 06 38 Job Title Junior Clerk Typist 38 Job Code SCOS 04 38 JOB FAMILY RECEPTIONIST 38 Job Title Receptionist 38 Job Code SCRE 05 38 JOB FAMILY CHAUFFEUR 38 Job Title Chauffeur Driver 38 Job Code SCDR 05 38 Job Title Company Driver 38 Job Code SCDR 04 38 JOB FAMILY MESSENGER 38 Job Title Messenger 38 Job Code SCME 03 38 JOB FAMILY JANITOR 38 Job Title Janitor 38 Job Code SCAM03 38 JOB FAMILY SECURITY 39 Job Title Security Supervisor 39 Job Code SCMS 07 39 Job Code SCMS 05 39 Job Title Security Guard 39 Job Code SCMS 03 39 JOB FAMILY SECRETARIAL 40 Job Title Executive Assistant 40 Job Code SCSX 11 40 Job Title Executive Secretary 40 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 Secretary 40 Job Code SCSX 04 40 JOB FAMILY HEAD OF FINANCE 41 Job Title Regional Head of Finance 41 Job Code FIHF20 41 Job Title Regional Financial Director 41 Job Code FIHF19 41 Job Title Financial Director 41 Job Code FIHF17 41 JOB FAMILY FINANCIAL ACCOUNTING 42 Job Title Group Financial Accounting Manager 42 Job Code FIAF17 42 Job Title Group Financial Accounting Manager 42 Job Code FIAF16 42 Job Title Group Financial Accounting Manager 42 Job Code FIAF15 42 Job Title Accounting Manager 42 Job Code FIAF14 42 Job Title Senior Accountant 42 Job Code FIAF13 42 Job Title Accountant 43 Job Code FIAF12 43 Job Title Accountant 43 Job Code FIAF11 43 Job Title Accounting Assistant 43 Job Code FIAF10 43 Job Title Accounting Supervisor 43 Job Code FIAF09 43 Job Title Senior Accounting Clerk 43 Job Code FIAF07 43 Job Title Accounting Clerk 43 Job Code FIAF05 43 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 Manager 44 Job Code FIAM15 44 Job Title Finance Manager 44 Job Code FIAM14 44 Job Title Senior Financial Analyst 44 Job Code FIAM13 44 Job Title Financial Analyst 44 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 CONTROL 46 Job Title Credit Manager 46 Job Code FIOC14 46 Job Title Credit Analyst 46 Job Code FIOC12 46 Job Title Credit Supervisor 46 Job Code FIOC10 46 Job Title Assistant Credit Supervisor 46 Job Code FIOC 08 46 Job Title Credit Control Clerk 46 Job Code FIOC 06 46 JOB FAMILY INTERNAL AUDIT 47 Job Title Head of Internal Audit 47 Job Code FIDA17 47 Job Title Audit Manager 47 Job Code FIDA15 47 Job Title Senior Auditor 47 Job Code FIDA13 47 v 97 Job Title Auditor 47 Job Code FIDA12 47 Job Title Auditor 47 Job Code FIDA11 47 Job Title Audit Supervisor 47 Job Code FIDA09 47 Job Title Senior Audit Clerk 47 Job Code FIDA07 47 Job Title Audit Clerk 47 Job Code FIDA05 47 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 97 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 the investigation of doubtful or questionable claims Examine the claims documents for completeness of information and requirement Prepare claim statistical information for management reports on claims Assist in training and development of junior staff University graduate or professional qualification with 4 5 years of relevant experience High degree of analysis and planning skills are essential Job Title Claims Supervisor Life Insu