A Leading Insurer-Sales Supper IIQE paper 1,3 needed -up to 25k

The Company

Our client is a leading financial institution and they are seeking for sales support candidate to join their team.

The Role

• Assist on daily sales supports to ensure the sales process is smooth (e.g. quotation, sales campaign, renewal, policy change, policy termination, arrange medical check-up for customer, etc.)
• Handling customer enquiries from email and/ or CE Team, and work with internal departments (e.g. New Business and Underwriting, Customer Engagement, Life Administration, Finance, etc.) of both GI and Life insurance businesses for the enquiry
• Provide administrative work to Direct Channel Team (e.g. Mailing out document, update control log sheet for policy status and statistic figures, collect premium through credit card machine)
• Perform data analysis for sales performance
• Assist to monitor platform stability issues and perform follow up action for the issues
• Assist to improve on customer experience during purchase process of Direct Channel Team
• Assist to set up customer campaigns for direct channels via internal systems
• Assist Team Head with ad-hoc tasks as assigned

Your Profile

• Diploma or Degree Holder
• Minimum 5 years of solid Customer Service/ Sales experience within insurance field
• General knowledge in both GI and Life business operations
• Certificate qualification in IIQE Paper 1, 2 and 3 is an advantages
• Good communication, Interpersonal and Customer Service skills
• Fluent Chinese, English and Putonghua in written and speaking
• Proficient in PC skills, including Microsoft Word, Excel and PowerPoint

Apply Today

To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.

Reference No. 67010-0013450049

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