DescriptionThis is a one year renewable contract.
- Support the brokerage channel in driving business growth
- Prepare regular sales reports to monitor performance and trends
- Conduct daily screening of applications to ensure compliance and accuracy
- Handle broker inquiries promptly and professionally
- Collaborate with internal stakeholders including policy servicing and underwriting teams to streamline processes and ensure smooth policy issuance
Qualifications- Higher diploma or above; degree holder preferred
- Minimum 2 years of solid experience in channel or sales support within the life insurance industry
- Sound understanding of AML (Anti-Money Laundering) CFT (Counter-Financing of Terrorism) and KYC (Know Your Customer) procedures relevant to insurance brokerage activities
- Self-motivated customer-focused and detail-oriented
- Proficient in both spoken and written English and Chinese
- Skilled in MS Word Excel and PowerPoint; experience with lookup and mail merge functions is an advantage
Required Experience:
Unclear Seniority
DescriptionThis is a one year renewable contract.Support the brokerage channel in driving business growthPrepare regular sales reports to monitor performance and trendsConduct daily screening of applications to ensure compliance and accuracyHandle broker inquiries promptly and professionallyCollabor...
DescriptionThis is a one year renewable contract.
- Support the brokerage channel in driving business growth
- Prepare regular sales reports to monitor performance and trends
- Conduct daily screening of applications to ensure compliance and accuracy
- Handle broker inquiries promptly and professionally
- Collaborate with internal stakeholders including policy servicing and underwriting teams to streamline processes and ensure smooth policy issuance
Qualifications- Higher diploma or above; degree holder preferred
- Minimum 2 years of solid experience in channel or sales support within the life insurance industry
- Sound understanding of AML (Anti-Money Laundering) CFT (Counter-Financing of Terrorism) and KYC (Know Your Customer) procedures relevant to insurance brokerage activities
- Self-motivated customer-focused and detail-oriented
- Proficient in both spoken and written English and Chinese
- Skilled in MS Word Excel and PowerPoint; experience with lookup and mail merge functions is an advantage
Required Experience:
Unclear Seniority
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