1 Policy Administration Operations｜保單行政營運管理
- Oversee end-to-end policy administration processes (policy issuance, endorsement, renewal, surrender, etc.)負責保單全生命週期行政作業（核發、保全異動、續期、解約等）
- Ensure accuracy, efficiency, and compliance with internal controls and regulatory requirements確保作業品質、效率及內控與法規遵循
- Monitor and improve KPIs (e.g., turnaround time, error rate, customer complaints)監控並優化關鍵指標（處理時效、錯誤率、客訴等）
2 Run-off Project Management｜Run-off專案管理
- Develop and execute the run-off roadmap, including timelines and milestones
規劃並執行Run-off整體藍圖與時程（含里程碑）
- Lead cross-functional initiatives across Operations, Finance, IT, HR, and Legal
協調跨部門（營運、財務、IT、人資、法務）推動專案
- Track project progress, risks, and dependencies, and report to senior management
追蹤專案進度、風險與相依性，並定期向管理階層報告
3 Outsourcing & Transition Management｜委外與移轉管理
- Design and implement outsourcing and operational transition plans規劃並執行委外及營運移轉方案
- Ensure effective knowledge transfer and business continuity確保知識移轉完整及營運持續性
4 People & Change Management｜團隊與變革管理
- Lead and manage the Policy Administration team領導並管理保單行政團隊
- Plan workforce transition, including reskilling, redeployment, and retention規劃人力轉型（再培訓、內部調整與留才）
- Maintain employee engagement and stability during transformation維持轉型期間員工穩定度與投入度
5 Compliance & Risk Management｜法遵與風險控管
- Ensure compliance with regulatory requirements during BAU and run-off phases確保日常營運及Run-off期間符合法規要求
- Coordinate with internal/external auditors and regulators配合內外部稽核及監理機關溝通
- Identify and mitigate operational and transition risks辨識並控管營運及轉型風險
6 Process & System Transformation｜流程與系統轉型
- Drive process simplification, standardization, and automation推動流程簡化、標準化與自動化
- Lead system consolidation, migration, or decommissioning initiatives主導系統整併、移轉或退場
- Optimize operational efficiency and cost structure提升營運效率並優化成本結構