The incumbent is responsible to support the Group Business teams for all sales / clients support and administrative activities so as to maximize the effectiveness of internal processes and optimize service levels to our clients and producers.
Job Responsibilities :
Provide administrative, sales and client support to the Group business team;
Act as key contact to brokers and clients in relation to the quotation preparation and implementation setup stage; and for the annual policies renewal cycle;
Handle new business inception and follow-up with Sales / Client Management team and internal teams, such as Operations team, Underwriting team, for outstanding documentation to ensure new policies are incepted and / or renewed on a timely basis;
Assist in preparing member briefing, pre-sales or post-sales materials to the teams;
Follow up on pending cases to ensure all policies can be issued in a timely basis;
Raise suggestions and improvement ideas on business issues and workflow to drive operating efficiency;
Ensure all records are organized, well-kept and in line with the AML & Compliance requirement;
Responsible for other administrative duties as required including managing inventory for sales materials and premium tables;
handling invoices, etc.;
Assist on any ad-hoc business projects as assigned.
Job Requirements :
Degree with a minimum of 1 year’s related Administration / Operation work experience in Insurance industry. Applicants without a degree but specialize in Administration will also be considered;
IIQE Paper 1,2,3 required, examinations can be taken upon joining;
PC literate - solid knowledge of Microsoft Office including Word, Excel, PowerPoint and Outlook;
Good communication skills in Cantonese and English, both verbal and written;
Experience in Anti-Money Laundering / Compliance knowledge is preferred (but not a must);
Detail-minded, organized and able to work under pressure and tight timeline;
Experience with SalesForce or other CRM platforms is a plus.