負責管理保單相關的會計作業與團隊管理，確保單相關帳務處理正確、符合監理規範。
 負責一般及保單類付款作業程序及管理，以確保公司能如期及正確的完成付款作業。
 1. 台/外幣一般及保單類付款（含配息、退費、退匯&結帳…）相關作業。
 2. 每日/月底銀行對帳單及銀行餘額表編製及Python checking report核對。
 3. 零用金發放、撥補、銀行代碼更新及SPAM刪除。
 4. 系統測試及作業流程自動化。
 5. 各項查核資料準備。
 6. 其他主管交辦事項。Responsible for the general and policy payment procedures and management to ensure that the company can complete the payment operation on time and correctly.
 1. Taiwanese/foreign currency general and policy payments (including interest distribution, refund, foreign exchange refund & settlement…) related jobs.
 2. Daily/month-end bank statement and bank balance table preparation and Python checking report reconciliation.
 3. Petty cash disbursement, disbursement, bank code update and SPAM deletion.
 4. System testing and workflow automation.
 5. Preparation of various audit materials.
 6. Other maters assigned by the supervisor.

1. 工作態度積極主動、學習能力佳、反應快、做事敏捷及細心

2. 擅長跨部門溝通與協調、重視團隊合作

3. 2~3年(含)以上金融業財務相關，保險業財會經驗尤佳；或有在任何產業之資金調度、付款、銀行往來相關經驗。

1. Proactive working attitude, good learning skill, quick response, agile and careful.

2. Good at cross-department communication and coordination, pay attention to teamwork.

3. More than 2~3 years (inclusive) of financial related experience in the financial industry, preferably in insurance industry; or fund management, payment processing, bank relationship management experience in any industry.

職務說明：

1. 依據使用者作業流程，辨識/了解/分析各系統的使用者需要，並依保單行政及數位應用業務等系統之關連性提供適當且可持續改善的解決方案，以確保相關系統之改善符合可接受的品質/時程/成本。 

2. 處理保單行政及數位應用等系統的各項業務分析作業。 

3. 了解實務作業流程及運用各項工具，確保各業務單位的需求, 且需求分析內容需具備結構化及模組化，以使IT設計解決方案的能夠滿足業務需求． 

4. 分析各業務單位所擬定的需求, 並考慮到所涉及的相關潛在效益，確認其關連性，提出嚴謹結構化文件並得到相關使用者部門的同意。

5.確保業務需求中，可正確使用系統工具，明確的識別、理解跟分析一項或多項的不同Function需求，交付可持續的解決方案，並協助/訂定測試情境，確保同時可滿足約定的品質、時間、成本的限制。

6. 其他主管交辦事項。

1. Ensuring proper recognition, understanding and analysis of the needs of business lines related to one or more functional area with the aim of enhancing the information system with adequate and sustainable solutions while meeting the agreed quality, time and cost constraint. 

2. Handing with policy management system and digital applications requirements in design implementations and solutions to meet business line requirements 

3. Ensuring business line support in terms of utilization of information system tools, and ensuring supervision and monitoring of process transformation set up in responsible function business analysis, Structuring, analysing and modelling processes and requirements so that IT solution design can meet business requirements 

4. Ensuring state of art, rigorous and structure documentation of business lines requirements and their approval, taking into accounts the potential stakeholders involved and identifying dependences 

5. Ability to motivate in a team-oriented, collaborative environment and demonstrate agility mindset and Data driven mindset to provide proper solutions. 

6. Leverage system tools to identify and analyze functional requirements, delivering sustainable solutions. Collaborate on defining test scenarios to ensure delivery meets planned quality, timeline, and cost constraints.

7. Other maters assigned by the supervisor.

其他條件：

1. 3~5年人壽保險行業系統實施/運營經驗。

2. 5年多核保險和數位化應用高階BA經驗尤佳

3. 熟悉Microsoft系統（Word、Excel、PowerPoint、Visio）、Use Case（UML工具）

4. 優秀的書面檔案和口語表達能力。

5. 優秀的人際交往能力。業務夥伴關係導向。

6. 證照：LOMA 280和290

Others requirements:

1. 3~5 year of system implementation/Operational experience in life insurance industry. 

2. 5 year of Senior BA experience in multi core insurance and digital applications will be a plus.

3. Familiar in Microsoft office tool (Word, Excel, PowerPoint and Visio), Use Case(UML tool) 

4. Excellent written documents and oral communication skills. 

5. Excellent interpersonal skills. Business partnership orientation.

6. Certificates: LOMA 280 & 290

Position Overview: 

1.    Management of PAR funds as well as General Fund assets (AuM in excess of NTD 25 billion / 750 M€ and rapidly growing)

o    Missions

?    Steer and justify the tactical asset allocations for each fund via appropriate quantitative analyses, within the limits of the Strategic Asset Allocation guidance and the Investment Policy guidelines, for approval by relevant stakeholders and Investment Committees.

?    Monitor tactical asset allocation benchmark performance versus strategic allocation benchmark performance and update tactical asset allocation proposal and justification as often as necessary, consistently with financial market evolutions and market intelligence updates, for approval by relevant stakeholders and Investment Committees.

?    Design and setup strong PAR/GF investment market intelligence platform to make sure that PAR/GF tactical investment strategy remains competitive relatively to local investment market practices rolled out by other local lifers  

?    Monitor BNPPAM investment performance against tactical asset allocation benchmark performance and challenge BNPPAM investment management decisions to maximize investment performance within the limit of allocated risk envelope

?    Design and formalize tactical investment process and procedures consistently with above initiatives.

?    Produce and update relevant presentation material and contribute to the coordination and animation of the Investment Committee under the supervision of the head of Investment & ALM. 

?    Produce and present investment and risk monitoring reports to stakeholders (Cardif Vie TW, RO, HO, BNPPAM) within relevant committees in compliance with regulations and company requirements

?    Take in charge the production of ad-ho studies on Investment and tactical ALM perimeter and in collaboration with relevant stakeholders on request

o    Interaction with BNPPAM, HO investments, finance, ALM and other stakeholders

?    Daily monitor and steer BNPPAM to make sure investment manager understands issues at stake and Cardif Vie TW constraints and addresses them appropriately, with the right level of priorities and in due time. Maintain and foster constructive/collaborative relationship with BNPPAM. Support formalization of issues/challenges when appropriate, lead discussions with BNPPAM to identify best possible remediation actions and follow up on timely implementation 

?    Produce, maintain and update investment guidelines as often as necessary for each segregated fund of Cardif Vie Taiwan, as well as associated IMA to frame contractual relationship with BNPPAM, in collaboration with BNPPAM and HO investments.

?    Work in collaboration with ALM team to translate long term ALM constraints into operational guidelines that can be documented in the investment guidelines and constantly bridge the gap between the tactical/short term and strategic/long-term asset allocation guidelines.

?    Closely monitor short term asset and liability cash-flows to optimize cash position management, in collaboration with finance and BNPPAM

?    Ensure close coordination of financial instruments disposal with finance, to remain within the limits of financial envelopes budgeted into financial trajectories. Support finance on a case-by-case basis into explaining to stakeholders how investments operations will unfold along the year in connection with budgeted financial trajectories.

?    Contribute with finance and BNPPAM in optimizing the relation and processes setup with the custodian

o    Ensure management of PAR/General Fund portfolio of the company remains compliant with regulation, governance and delegation

o    Constantly optimize investment processes to maximize efficiency under the constraint of resources and means allocated and relentlessly challenge status quo

2.    Managerial responsibilities

o    Build up strong GF Management & tactical steering team to support PAR/GF fund growth and establish best-in-class PAR/GF management platform across lifers.

o    Identify and grow future investment & tactical ALM leaders

o    Grow strong, collaborative and constructive relationships with all stakeholders

Qualifications: 

1. Minimum 10 years of experience in the actuarial, ALM, quantitative investment sector, e.g. insurance company or investment bank, etc.

2. Proven English skills in writing and reading

JD:

1. Complete service cooperation, provide product spirit/structure/project and other sales skills for education.

 2. Assist in cooperative sales and administrative work processes.

 3. Provide strategic cooperation models to effectively manage difficult/business personnel.

 4. Complete company business-related project tasks and performance.

 5. Need to cooperate with regular rest rotation and three-day travel needs.

 6. Other matters assigned by the supervisor.

 Talent conditions:

 1. More than 3 years of life insurance business counseling or personal sales experience.

 2. Able to independently hold small and medium-sized product briefings and education and training.

 3. Have a deep understanding of insurance products and markets.

 4. Dedicated attitude, proactive and positive, strong interpersonal communication skills.

 5. Fluent in Mandarin and basic reading and writing skills in English.

 6. Professional evidence testing through insurance, trust, financial planning, etc. is preferred.

職務說明:

1. 協助並督導IC服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。

2. 協助並督導IC合作通路銷售及行政作業流程。

3. 協助並督導IC提供策略性合作模式，能有效地經營通路/分行/業務員。

4. 達成公司業務相關專案任務與績效。

5. 其他主管交辦事項。

JD:

1. Train cooperative channel sales skills, provide product ideas/structures/projects, etc.

2. Assist in the sales and administrative processes of cooperative channels.

3. Provide a strategic cooperation model to effectively operate the channel/ salesman.

4. Achieve the company’s business-related project tasks and performance.

5. It is necessary to cooperate with the regular holiday rotation and domestic and foreign travel needs.

6. Other tasks assigned by the supervisor.

需求條件:

1. 5年以上壽險業務輔導或個人銷售經驗及3年以上管理職經驗

2. 具獨立舉辦中小型商品說明會及教育訓練能力

3. 對保險商品及市場有深入了解

4. 態度敬業、主動積極、人際溝通能力強

5. 國台語流利、英文有基本讀寫溝通能力

6. 通過保險、信託、理財規劃等專業證照測驗尤佳

Requirement:

1. More than 10 years of life insurance business coaching or personal sales experience and more than 3 years of management experience.

2. Able to independently hold medium-sized product briefings and training.

3. In-depth understanding of insurance products and markets.

4. Dedicated, proactive, and strong interpersonal communication skills.

5. Fluent in Mandarin and Taiwanese, with basic reading and writing communication skills in English.

6. It is preferable to pass professional certification tests such as insurance, trust, financial planning, etc.

1.每月職護臨場員工面談安排。

2.辦理勞安訓練課程。

3.辦理SSM課程訓練。

4.ESG活動。

5.GKSP Control。

6.其他主管交辦事項。”

1.提供服務予來電查詢之客戶、準客戶、通路夥伴及業務夥伴。

2.電話線上解決來電者的問題及說明釋疑。

3.文字客服服務，堤供客戶諮詢服務

4. 週六及特定假日輪值服務

5. 其他主管交辦事項。

1.    覆核費用及帳務憑證，確保符合公司政策和法規

Review payment requests to ensure compliance with company policies and regulations

2.    費用分析及帳務處理、追蹤

Expense analysis and account processing, tracking

3.    會計事務規劃及協助專案執行

Accounting planning and project execution assistance

4.    會計相關報表及法定報表編製與管理

Accounting-related reconciliation/reports and statutory reports preparation and management

5.    處理營業稅、印花稅、各類所得扣繳等稅務申報事宜

File monthly and annual VAT,WHT, and 2NHI tax returns and reconciliation report preparation with full regulatory compliance 

6.    配合內外部稽核，提供查核資料

Support internal audit preparation and responsible for preparing audit work for CPA firm. 

7. 其他主管交辦事項

1.5-7 years of accounting-related work experience.

2. Familiarity with Excel/Word.

3. Responsible, with integrity and professional ethics.

4. Passionate and patient service.

1 Policy Administration Operations｜保單行政營運管理

2 Run-off Project Management｜Run-off專案管理

規劃並執行Run-off整體藍圖與時程（含里程碑）

協調跨部門（營運、財務、IT、人資、法務）推動專案

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

4 People & Change Management｜團隊與變革管理

5 Compliance & Risk Management｜法遵與風險控管

6 Process & System Transformation｜流程與系統轉型