Manager, Insurance Sales Quality and Business Management

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Job Description - Manager, Insurance Sales Quality and Business Management

Hang Seng's Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies. For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists. We are currently seeking a high caliber professional to join our department as Manager, Insurance Sales Quality and Business Management . Principal responsibilities:
  • Responsible in leading the team to conduct Quality Assurance Post Sales Checking activities for corporate insurance (including Life Insurance and General Insurance).
  • Responsible in enforcing sales guidelines and sales compliance, monitoring of sales process, and conduct quality control checking and subsequent sales quality reports.
  • To review and formulate internal policies and procedures to maintain high customer service quality and compliance standard.
  • Collaborate with other departments in driving insurance compliance initiatives.
  • To maintain efficient servicing and provide efficient sales support to the sales departments.

Requirements:

Proven track record in Manager level or in a similar leadership role University degree /or Minimum 10 years' banking or insurance experience, especially in quality assurance or compliance areas Good knowledge of insurance products and business Proficiency in both Chinese and English Strong PC skills and familiar with the application software, such as Word, Excel, and PowerPoint Strong self-motivation, with the ability to work independently and under pressure Strong organization skills, logical thinking skills and analytical skills Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes Good communication and interpersonal skills Passes all relevant papers of Insurance Intermediaries Qualifying Examination within 6 months in the post/ Current holder of HKMA license for regulated activities preferred
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