Responsibilities

• Own the New Business submissions, pre-sales and post-sales support, to ensure prompt approval of applications
• Liaise with external and internal parties to facilitate the end-to-end process. Ensure smooth operations including channel services & supports, premium collection, policy servicing, etc
• Manage Hotline and Wealth Select Centre to ensure quality services are delivered
• Set up new guideline, operations process and/or drive related initiatives to meet the needs of the business
• Continuously drive new initiatives and review workflow to streamline and shorten TAT in order to uplift service level and efficiency
• Share case management experience and provide regular training to business partners
• Support and assist direct manager on ad-hoc assignments

Requirements

• University/College graduate with 5 years’ relevant working experiences
• Proactive and independent
• Responsible and team-oriented
• PC literate, with good written and spoken English and Cantonese