Insurance & Marketing Executive

Job Description

This role is responsible for day-to-day insurance operations and policyholder service coordination for the Taiwan insurance business, including handling existing Cardmember and policyholder inquiries, coordinating with insurance partners, supporting insurance premium billing, monthly commission reporting, finance reporting, budget tracking, and payment administration. As the role sits within the Product & Marketing team, the incumbent will also support selected product-related operational tasks to ensure smooth execution across marketing, servicing, and partner processes.

Responsibilities

Insurance Operations & Policyholder Inquiry Handling

• Handle policyholder and existing Cardmember inquiries received through the insurance hotline, email, or AMEX customer service team.
• Clarify customer requirements, coordinate with insurance partners on required follow-up, and provide timely status updates to internal stakeholders.
• Track open cases and follow through until customer needs are properly addressed by the relevant party.

Reporting, Billing & Finance Support

• Act as the key operations contact to receive monthly commission information from insurance partners and maintain internal reporting files.
• Prepare and share regular insurance business and finance-related reports with Finance and relevant stakeholders.
• Support monthly insurance premium billing file uploads, result downloads, exception follow-up, and billing status tracking.
• Coordinate with insurance partners and internal teams to ensure billing results and operational reports are completed on a timely basis.

Budget, Payment & Administration

• Support annual budget line creation and ongoing expense tracking for insurance and related marketing activities.
• Update actual spend and forecast data where required, and coordinate with Finance on budget status or variance follow-up.
• Assist team members with vendor payment processing and required documentation.

Product & Marketing Operations Support

• Support product-related operational tasks for the Product & Marketing team, including CMIP / statement message updates and relevant system coordination.
• Maintain operational tracking such as TOP cardmember benefit support, inventory coordination, airport transportation database maintenance, and other product operations as assigned.
• Work closely with Product Managers, Customer Service, Finance, and external partners to ensure accurate execution and timely follow-up.

Qualifications

• Valid Life Insurance or General Insurance Sales License (壽險或產險業務員執照) is required.
• 3+ years of experience in insurance, financial services, customer service, operations, or administration support.
• Experience in handling customer inquiries, billing coordination, reporting, or partner operations is preferred.
• Strong attention to detail, follow-up discipline, and problem-solving skills.
• Good communication skills and ability to coordinate with internal stakeholders and external insurance partners.
• Team player with a responsible, execution-focused mindset.

About Us

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.

As part of Team Amex, you’ll experience our powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.

About The Team

We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:

• Competitive base salaries
• Bonus incentives
• Support for financial-well-being and retirement
• Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
• Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
• Generous paid parental leave policies (depending on your location)
• Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
• Free and confidential counseling support through our Healthy Minds program
• Career development and training opportunities

Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.