Summary:

This position is the core support for servicing to support brokerage / partnership channels. As a case manager to provide one-stop service and as single contact point through oral and written communication in the kind of service which is prompt, friendly, courteous, accurate and helpful. This position will work with the team to achieve departmental goals and new initiatives as assigned.

Key Responsibility:

To provide one-stop service from enquiry to processing to Brokerage Team / brokers / intermediaries, and as single contact point for case management 

To assist in building up and refine the framework and servicing model to support distribution channels, including but not limited to servicing and administration procedures and workflow.   

Follow up task to ensure enquiries / requests are suitably processed to achieve their satisfaction.

To work closely with the immediate supervisor / manager and also distributors to ensure service delivery 

To review and update procedure manuals in accordance to the change of business requirements and regulatory compliance

To prepare regular reports for management reporting, if necessary.

To support the company projects / initiatives being assigned from time to time

Key requirements:

Minimum of 5 years of solid work experience preferably in one or more discipline in life administration on customer service, underwriting or policy administration. 

With exposure to high net worth / wealth management business is an advantage 

Fluent in both oral and written English and Chinese.  Mandarin is required.

Good communication and negotiation skills, with thorough understanding of company products and an ability to explain complex information in customer terms. 

University graduate preferred 

Preferably with IIQE, obtain agent license and fulfil CPD program for providing insurance advice to customers.

Good service attitude and willing and able to work under pressure