Operations Strategy and Excellence Lead

The Operations Strategy and Excellence Lead is responsible for supporting the Head of Operations Strategy and Transformation in defining and upholding the overall PH Operations multiyear strategy and KPIs, continuous improvement thru a rigorous operational standards, streamlining core processes, and embedding continuous improvement throughout the PH Operations team. This role employs a deep understanding of insurance end‑to‑end business, Lean Six Sigma approaches, data‑driven insights, and a range of quick‑win automation solutions (PowerApps, AI) to ensure reliable, efficient operating models. The position works in close partnership with dedicated transformation and innovation teams, providing comprehensive operational designs, analytics, and recommended practices to help achieve outstanding client service, top‑tier quality, and stable long‑term growth. The successful candidate will partner closely with the PH Operations Transformation Lead, Operations Value Stream Lead, Regional Transformation and Excellence team and different stakeholders in PH (e.g., Distribution, Risk, Legal & Compliance, IT, Marketing) to deliver process improvements that are beneficial to the client and distributor. Key Responsibilities Strategy and Governance Work with the Head of Operations Strategy and Transformation and PH COO in setting and follow through the overall 3‑year Operations Strategy and Roadmap. Work with the Head of Operations Strategy and Transformation and the Transformation Lead in setting the 3‑year transformation roadmap. Assist in implementing governance structures for assessing high‑priority improvement programs, ensuring senior‑level sponsorship and clear accountability. Process Optimization and Standardization Conduct in‑depth reviews of end‑to‑end processes (e.g., underwriting, policy administration, claims) to identify inefficiencies and boost cost‑effectiveness. Apply Lean Six Sigma methodologies to streamline workflows, maintaining compliance with local ensuring regional consistency. Assist in developing, refining, and endorsing best‑practice operating models, providing expert guidance to field teams. Collaboration with Transformation and Innovation Teams Act as a key source of operational insights and proven techniques that support transformation and innovation efforts. Offer process designs and recommendations while transformation initiatives progress, minimizing potential disruptions to existing operations. Provide feedback on pilot programs and new technologies to help adapt successful solutions for broader rollouts across multiple markets. Digital Tools and Automation Lead in directing the adoption of quick‑win automation platforms—such as PowerApps, IDP, and AI—as process improvements. Collaborate with Regional Transformation, Local IT and data analytics groups to evaluate the impact of these tools, broadening their use where they deliver clear value. Building Capabilities and Implementation Frameworks Assist in designing and delivering training to strengthen operational excellence competencies within the PH Operations team. Support the establishment and maintenance of robust implementation processes for performance reviews, ensuring consistent application across all markets. Provide continual support and coaching to continuous improvement leads fostering a culture of data‑informed improvement and accountability. Business Case, Performance Measurement and Stakeholder Management (PH and Region) Support the Head of Operations Strategy and Transformation in developing business case, using benefit realization assessments to confirm gains, guide subsequent enhancements, and keep senior leaders informed. Encourage a culture of ongoing optimization by promoting evidence‑based decision‑making and iterative refinements to processes. Coordination and Execution Review progress of identified improvements with Value Stream teams, addressing any delays and issues, providing support for remediation or escalation as needed. Review implementation progress and delivery expectations, offering deep dives with a focus on customer‑driven outcomes. Reporting and Tracking Support monthly reporting of initiatives to PH, regional stakeholders and committees. Maintain a repository of all undertaken process reviews and track/report progress. Support and Backup Provide support and backup to PH Transformation team. Change Management Lead and Support the Transformation team in implementing effective Change Management initiatives for the overall Strategy and Transformation team initiatives. Shared Accountabilities Cross‑Functional Collaboration: Work collaboratively with other department heads and senior leadership to ensure alignment of transformation initiatives with overall business goals. Change Management: Partner with relevant departments to create and implement effective change management strategies. Stakeholder Communication: Collaborate with relevant departments to ensure clear and consistent messaging around transformation initiatives. Problems / Challenges Change management: Overcome resistance to new technologies or processes. Develop and implement effective change management strategies to ensure smooth transitions. Resource Constraints: Prioritize initiatives and manage limited resources, including budget, time, and personnel, to successfully execute transformation initiatives. Alignment Across Departments: Ensure cross‑functional alignment and collaboration, addressing potential conflicts or misalignments that may arise during projects. Data Management: Address challenges related to data quality, accessibility, and integration across systems. Competencies/Knowledge Familiarity with scaled agile practices. Prioritizes short‑term process goals while keeping a broader organizational perspective. Performance‑Driven: Demonstrates a solid track record of achieving operational efficiencies and heightening service standards. Analytically Minded: Utilizes robust data and metrics to guide operational decisions and maintain accountability. Obsessed with the customer; ability to drive value, working backward from the customer. An entrepreneurial spirit and comfort working within a rapidly changing environment and able to take sensible risks and recommend to continue or discontinue direction based on data. Exposure and experience in such areas as strategy planning, agile, project management principles, lean and systems thinking, and change management. Demonstrated success at senior cross‑functional project delivery involving cross‑functional teams, stakeholders, and business functions. Exceptional communications judgment and the ability to communicate effectively at all levels with both technical and non‑technical stakeholders. Confident presentation and facilitation skills and strong interpersonal and leadership skills to facilitate working with senior management at all levels. Required Qualifications At least 8‑10 years in operations, process excellence, or a similar leadership capacity within insurance or financial services. A master’s degree in Business, Operations Management, or a related field is a plus factor. Extensive expertise in life and health insurance processes, products, and varying regulatory considerations. Demonstrated success in refining underwriting, policy handling, and claims processes. Familiarity with automation technologies (PowerApps, AI) and data analysis tools used for performance tracking and improvement. Knowledge of and hands‑on application of Operational Excellence, Problem Solving, and Project Management frameworks, methodologies, and tools (LEAN, DMAIC, Data Analysis, HCD, Design Thinking, Agile, Scrum, etc.). Certified LEAN Six Sigma Greenbelt. Knowledge of operations management and strong business acumen. Strong negotiation and conflict resolution skills. Client management, excellent leadership, good interpersonal and Project management skills. Capability to assess emerging technologies and integrate them effectively to optimize operational outcomes. Strong influence and communication skills when coordinating with senior executives and cross‑functional teams in a culturally diverse, matrixed environment. Ability to influence and lead senior leaders in decision‑making through insightful, data‑driven, and value‑added recommendations. Skilled at presenting complex material clearly and securing support from varied audiences. Proven ability to manage intricate multiple projects. Preferred Qualifications Certified COPC Implementation Leader. PMP Certified. Agile Certification. Scrum Certification. When you join our team We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. 關於宏利和恒康 宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽（ 宏利是平等機會僱主 在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。 我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 。 Working Arrangement 混合式 #J-18808-Ljbffr