Role Overview: This role responsible for providing all administrative support to sales team.
Key responsibilities:
...
End-to-End Support: Manage the application process from the initial quote through to the final policy activation.
Coordination: Act as a central point of contact between banks, insurance providers, and clients to ensure clear communication.
Medical Logistics: Arrange all necessary medical check-ups and accompany clients to appointments when required.
Data Integrity: Review all documentation for accuracy and ensure it meets all regulatory standards.
Key requirements:
Diploma holder or above
3 year of experience in life insurance industry
Welcome candidates with Insurance Specialist or RM backgrounds
Good command of both English and Chinese
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Role Overview: This role responsible for providing all administrative support to sales team.
Key responsibilities:
End-to-End Support: Manage the application process from the initial quote through to the final policy activation.
Coordination: Act as a central point of contact between banks, insurance providers, and clients to ensure clear communication.
Medical Logistics: Arrange all necessary medical check-ups and accompany clients to appointments when required.
Data Integrity: Review all documentation for accuracy and ensure it meets all regulatory standards.
Key requirements:
Diploma holder or above
3 year of experience in life insurance industry
Welcome candidates with Insurance Specialist or RM backgrounds
Good command of both English and Chinese
skills
life insurance, saving, protection, HNW, operations, sales support
qualifications
At least 2 years of experience working with life insurance.
education
Bachelor Degree
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Role Overview:Responsible for managing the full lifecycle of life policy servicing across diverse carrier networks. Key responsibilities:Process Management: Oversee and manage end-to-end policy servicing workflows involving multiple insurance carriers.Reporting & Analysis: Execute quarterly cash value updates and meticulously prepare annual policy review documentation and packages.Stakeholder Support: Deliver accurate, prompt, and professional assistance t
Role Overview:Responsible for managing the full lifecycle of life policy servicing across diverse carrier networks. Key responsibilities:Process Management: Oversee and manage end-to-end policy servicing workflows involving multiple insurance carriers.Reporting & Analysis: Execute quarterly cash value updates and meticulously prepare annual policy review documentation and packages.Stakeholder Support: Deliver accurate, prompt, and professional assistance t
The Role Overview:This role is responsible for supporting the sales consultant and handling documentation for insurance applications, working closely with private banks, family offices, law and tax advisory firms.Key responsibilities:Case Administration: Manage the end-to-end processing of insurance applications, maintaining close coordination with international partners and insurance carriers.Stakeholder Management: Act as the primary operational contact,
The Role Overview:This role is responsible for supporting the sales consultant and handling documentation for insurance applications, working closely with private banks, family offices, law and tax advisory firms.Key responsibilities:Case Administration: Manage the end-to-end processing of insurance applications, maintaining close coordination with international partners and insurance carriers.Stakeholder Management: Act as the primary operational contact,
HK$25,000 - HK$40,000 per month, discretionary bonus
about the company.Join a market-leading consultancy as an (Assistant) Manager, Business Development. You will drive sales growth by converting Employee Benefits (EB) members into individual product customers through proactive cross-selling and lead management. This is a high-impact role requiring 3-5+ years of insurance distribution experience and a results-oriented mindset to excel in the Hong Kong market.Our client, is a prominent leader in the health an
about the company.Join a market-leading consultancy as an (Assistant) Manager, Business Development. You will drive sales growth by converting Employee Benefits (EB) members into individual product customers through proactive cross-selling and lead management. This is a high-impact role requiring 3-5+ years of insurance distribution experience and a results-oriented mindset to excel in the Hong Kong market.Our client, is a prominent leader in the health an
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