Job Description:
- Perform 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 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, collect premium through credit card machine)
- Assist to monitor platform stability issues and perform follow up action for the issues
- Execute User Acceptance Tests ("UAT") according to test plans/scripts and document UAT results in templates provided
- Assist to improve on customer experience during purchase process of Direct Channel Team
- Assist Team Head with ad-hoc tasks as assigned
Requirements:
- Diploma or Degree Holder
- Minimum 2 years of solid Customer Service experience within insurance field
- General knowledge in both GI (more on Motor and Home) 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
- Immediate available is preferred
Interested parties please send your profile by Apply Now.
