Job Description - Assistant Manager, Brokerage Sales Support
New Business management on all new applications with account managers and/ or brokers’ admin All internal communications including corporate projects, new product/ product revamp updates and operation/ compliance projects review and dispatch handling Enquiries with call log record and logistics support to both external partners and internal account managers Weekly sales report for sales channels team (. Plan file) Sales campaign logistics support and report to Finance Team Complaint coordination with external parties and internal Customer Service Centre Support compliance team for monitoring and audit team for auditing Broker account management and account manager update arrangement with IT Prepare and update workflow and NB submission checklist on operation areas for alignment and accuracy To support on UAT for the IT initiatives and/ or projects regarding service enhancements (including e-service, new admin. system, new compensation system, if any) Annual due diligence project coordination and record management for brokers and CPD declaration coordination Ad hoc broker event logistics support University graduate in any disciplines Minimum 5 years of experience in life insurance broker administration operations or customer service management Attentive to details, result-focus and customer-oriented Able to work under a fast-paced work culture Proactive and strong personal drive for success Good command of spoken and written English and Chinese, proficiency in Mandarin is an added advantage Proficient in Microsoft Office including Outlook, Word, Excel, PowerPoint
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