Insurance Operations (25k - 35k) | 人才服务办公室

职位描述

Responsibilities:

1. Handle daily insurance operations, including quotation/proposal, checking application documents, communicating with insurance companies, calculating commission, generating valuation, managing policy renewals and policy transfer from other brokers;

2. Handle enquiry from customers and insurance companies;

3. Handle application of Technical Representatives (TR), including the checking on TR’s qualification, CPD hours, registration history;

4. Support Sales & RM enquiries and requirements;

5. Perform ad-hoc projects & tasks from time to time.

Requirements:

1. Degree Holder, tertiary education in Accounting & Finance discipline is preferred;

2. Experience as back-end supporting staff (sales HR/ claims/ policy admin/ customer service etc.) in IFA or insurance broker firm would be an advantage;

3. Passed IIQE Paper 1, 2, 3, 4 and/or 5 is preferred;

4. Good product knowledge in life insurance is a must;

5. Proficient in English and Chinese;

6. Sound computer skills (especially MS Office);

7. Able to work under pressure, self-motivated and aggressive;

8. Immediate availability is preferred;