此职位不再接受申请
- Support the distribution channels to grow HNW business.
- Provide case management support on insurance application and servicing.
- Offer support to frontline sales business partners in addressing issues promptly and collaboratively to ensure a seamless experience for our business partners and customers during both the business submission and post-sales services processes.
- Review and verify application documents in compliance with requirements.
- Closely follow through pre-underwrite and pending cases for business partners.
- Ensure a smooth process on all policy submission and assignment documentation.
- Discuss & negotiate with relevant parties (internal & external) to ensure problems are solved during submission process.
- Streamline internal workflow with departments regarding policy servicing, premium and policy financing matters & obtain gatekeepers clearance.
- Degree holder with minimum 6+ years of relevant working experience in insurance administration support/ client servicing/ sales operations in an insurance company and/or brokerage.
- Good insurance product and operations knowledge.
- Proactive with good problem-solving skills and attentive to details.
- Fluent in English language (writing and verbal), Mandarin and Cantonese.
- Proficient in MS Office.