Job Description

Responsibilities:

• Manage new business sales support, premium financing documentation, and post-sales policy services.

• Process applications, policy submissions, and inquiries from business partners.

• Support operational and administrative tasks for in-force policies and related functions.

• Offer follow-up services to selected business partners and coordinate business closings with internal teams.

• Perform due diligence on clients and new products for insurance applications.

• Update CRM with accurate pipeline case information.

• Generate illustrations and quotations for clients and consultants.

• Support consultants with sales presentations and training.

• Prepare pending reports and analyses for management review.

• Collaborate with internal departments to address daily operational challenges.

Requirements:

• Over 6 years of policy administration experience in an insurance brokerage or insurer, with at least 2 years in a supervisory or managerial position.

• Strong knowledge of life and/or general insurance products and operational processes.

• Exceptional organizational abilities and meticulous attention to detail.

• Strong communication skills in Cantonese, English and Mandarin
  Personal data collected will be used for recruitment purposes only.