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 3 years of experience working with life insurance.
education
Bachelor Degree
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ResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and gu
ResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and gu
Key responsibilities: Manage customer enquiries and complaints generated from different touch points such as inbound call, email, written correspondence and social media channels within the company’s service pledge in an efficient, professional and accurate mannerEstablish and maintain good customer relationships by providing one-stop customer care servicesProvide after-sales service to customers including policy endorsement and claims handlingEnsure the s
Key responsibilities: Manage customer enquiries and complaints generated from different touch points such as inbound call, email, written correspondence and social media channels within the company’s service pledge in an efficient, professional and accurate mannerEstablish and maintain good customer relationships by providing one-stop customer care servicesProvide after-sales service to customers including policy endorsement and claims handlingEnsure the s
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Key ResponsibilitiesRelationship Management: Acquire and manage key relationships with local and Mainland Chinese Visitor (MCV) clients to hit business targets.Broker Onboarding & Operations: Help find and onboard new brokers, handle due diligence, and coordinate broker commissions.Internal Coordination: Partner with internal teams to keep services running smoothly and aligned with business goals.Market Insights: Gather feedback on competitor activities, c
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