Officer / Senior Officer (Renewable Contract)

Location: Hong Kong
Job Type: Permanent
Posted: 14 days ago
Contact: Alice Tong
Reference: BBBH31182_1720502014

Job Description:

  • Assist on daily sales supports to ensure the sales process is smooth (e.g. quotation, sales campaign, renewal, policy change, policy termination, etc.)
  • Follow up with customer for outstanding documents (i.e. outbound call and/or email) and work with medical center to arrange medical examination for the customer
  • Ensure the processes are meet agreed Turn Around Time
  • Handling customer enquiries from email and/ or CE Team, and work with internal departments (e.g. UW, CE, New Business Team, Policy Servicing, Finance) 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)
  • Provide UAT and other project support to the team
  • Monitor online 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 Team Head with ad-hoc tasks as assigned


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

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