Primary responsibilities:
- Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings.
- Provide new business sales support and after-sales policy services support for sales consultants.
- Follow internal processes and ensure proper documentation are obtained and filed in CRM
- Co-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s application forms.
- Handle new business case submissions to different insurers and work closely with sales consultants to policy inception.
- Handle monthly bank’s reporting.
- Handle inquiries from internal and external stakeholders and ensure they are answered promptly.
- The primary responsibilities are not limited to those listed above. The employee is expected to follow instructions and perform other add-hoc duties as required by the immediate supervisor from time to time, within the Sales Operations Department.
Experience and Skills:
- Minimum 2-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry.
- Adapt to using different software to generate insurer’s illustrations.
- Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.
- Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
- Good interpersonal skill with internal and external stakeholders.
- Able to work with tight deadlines, producing efficient work in a multi-task environment
- Highly organized and pro-active in following up cases and also daily work.
- Meticulous, ability to be precise and accurate.
- Effectively cope with changes, can shift gears comfortably, able to handle uncertainties.
- Communicate effectively, both verbally and in writing
- Competent in Microsoft office word, excel and power-point
- Licensed in CMFAS Module 5, 9, 9A and HI (preferably not a must)
- Proficient in English and Chinese (both written and spoken)
