Assist with daily sales support to ensure the sales process is smooth (e.g. quotation, sales campaign, renewal, policy change, policy termination, arrange medical check-up for customers, etc.)
Follow up with the customer for outstanding documents via outbound call, email, SMS and ensure the processes meet the agreed Turn Around Time.
Handling customer enquiries from email and/ or the CE Team, and working 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 the Direct Channel Team (e.g. mailing out documents, updating control log sheets for policy status and statistical figures, collect premium through a credit card machine)
Perform data analysis for sales performance
Assist in monitoring platform stability issues and performing follow-up action for the issues.
Assist in improving customer experience during the purchase process of the Direct Channel Team.
Assist Team Head with ad-hoc tasks as assigned
Requirements:
Diploma or Degree Holder
Minimum 2 years of solid Customer Service/ Sales experience within the insurance field
General knowledge of both GI and Life business operations
Certificate qualification in IIQE Paper 1, 2 and 3
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
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to [email protected], or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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