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7. Operational Support & Services
QF Level ( 1234567 )
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7. Operational Support & Services
QF Level
Code
Name
QF Level:
Level 1
Code:
105458L1
Name:
Understand insurance terminologies
QF Level:
Level 2
Code:
105459L2
Name:
Apply Chinese writing skills to support service delivery
QF Level:
Level 2
Code:
105460L2
Name:
Apply English writing skills to support service delivery
QF Level:
Level 2
Code:
105461L2
Name:
Use Putonghua to support service delivery
QF Level:
Level 2
Code:
105462L2
Name:
Maintain up-to-date customer records to support daily operations
QF Level:
Level 2
Code:
105467L2
Name:
Issue payments to customers
QF Level:
Level 2
Code:
105468L2
Name:
Collect payments from customers
QF Level:
Level 2
Code:
105469L2
Name:
Issue commissions and arrange payrolls
QF Level:
Level 2
Code:
105470L2
Name:
Maintain insurance policyholders' accounts
QF Level:
Level 2
Code:
105471L2
Name:
Maintain agents' accounts
QF Level:
Level 2
Code:
105472L2
Name:
Maintain staff personal files
QF Level:
Level 3
No Item
QF Level:
Level 4
Code:
105521L4
Name:
Support initial actuarial analysis
QF Level:
Level 4
Code:
105522L4
Name:
Conduct induction training for newly joined staff
QF Level:
Level 4
Code:
105523L4
Name:
Provide user support for insurance computerized systems
QF Level:
Level 4
Code:
105694L4
Name:
Provide actuarial support to daily operations
QF Level:
Level 5
Code:
105529L5
Name:
Plan and manage continuing professional development (CPD) training
QF Level:
Level 5
Code:
105590L5
Name:
Conduct valuations of assets and liabilities
QF Level:
Level 5
Code:
105591L5
Name:
Develop procedures to monitor cash flows
QF Level:
Level 5
Code:
105592L5
Name:
Set up billing and collection procedures
QF Level:
Level 5
Code:
105593L5
Name:
Prepare financial statements
QF Level:
Level 5
Code:
105594L5
Name:
Monitor cash flows
QF Level:
Level 5
Code:
105595L5
Name:
Develop budgets for proposals and projects
QF Level:
Level 5
Code:
105596L5
Name:
Manage investment reports
QF Level:
Level 5
Code:
105597L5
Name:
Monitor financial ratios
QF Level:
Level 5
Code:
105598L5
Name:
Monitor asset mix
QF Level:
Level 5
Code:
105599L5
Name:
Support business units in organizing and implement staff training
QF Level:
Level 5
Code:
105600L5
Name:
Develop staff training programmes
QF Level:
Level 5
Code:
105601L5
Name:
Manage staff recruitment
QF Level:
Level 5
Code:
105602L5
Name:
Develop computerized systems to support business functions
QF Level:
Level 5
Code:
105684L5
Name:
Advise on investment portfolio management
QF Level:
Level 6
Code:
105634L6
Name:
Develop corporate financial management strategies
QF Level:
Level 6
Code:
105635L6
Name:
Implement investment strategies
QF Level:
Level 6
Code:
105636L6
Name:
Develop compensation policies
QF Level:
Level 6
Code:
105637L6
Name:
Develop corporate human resources strategies
QF Level:
Level 6
Code:
105638L6
Name:
Develop information security policies
QF Level:
Level 6
Code:
105687L6
Name:
Price new or revamped products
QF Level:
Level 7
Code:
105648L7
Name:
Formulate investment management strategies
QF Level:
Level 7
Code:
105688L7
Name:
Manage actuarial practices for life insurance
QF Level:
Level 7
Code:
105696L7
Name:
Support long-term profitability with actuarial expertise
Note:
  • The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
  • The contents of all SCSs will be updated regularly.
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