Assistant Manager, Channel Operations and Sales Support

6 months ago


Hong Kong, Hong Kong SAR China Sun Life Full time

Job Description

:

Job Responsibilities

Provide extensive sales and administrative support to the sales team, including preparing sales reports, coordinating broker events, assist in the development and implementation of sales strategies and campaigns. Partner with Business Development Managers to manage relationships with insurance brokers & foster strong partnerships for driving business growth. Support broker onboarding, training and provide ongoing support. Streamline and optimize sales processes within the insurance brokerage division. Assist team manager to monitor and evaluate sales activities, track sales performance, and generate accurate sales forecasts and reports. Identify areas for improvement and implement necessary changes. Deliver exceptional client service to brokers and business partners by providing product information and addressing enquiries/concerns promptly and professionally. Maintain accurate and up-to-date records of insurance transactions, contracts, and agreements. Ensure compliance with industry regulations, internal policies, and legal requirements. Collaborate with cross-functional teams (e.g. underwriting, claims, policy administration and cashier etc,) to support sales initiatives and ensure smooth business operations. Assist in providing CPD course to sales team members and business partners.

Job Requirements

Bachelor's degree in business administration, finance, or a related field. Relevant certifications in insurance or brokerage management are highly desirable. At least 5 years' experience in sales support or brokerage management within the insurance industry. Proven experience in insurance sales, underwriting, or claims is advantageous. Solid understanding of insurance products, policies, and processes. Familiarity with various insurance lines such as property, casualty, life, and health insurance. Excellent verbal and written communication skills with ability to translate complex insurance concepts to clients, brokers, and internal stakeholders. Strong attentive to details and ability to manage multiple tasks simultaneously. Proficiency in data analysis and reporting. Ability to interpret insurance sales data, identify trends, and derive actionable insights. Experience working with insurance broker management systems, and Microsoft Office Suite. Knowledge of insurance quoting tools is a plus. Demonstrated ability to work collaboratively in a team-oriented environment. Strong problem-solving and decision-making skills. Ability to analyze complex situations, identify solutions, and implement effective strategies.

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Channel Management

Posting End Date:

31/07/2024

  • Hong Kong, Hong Kong SAR China Sun Life Full time

    Job Description : Responsibilities   Administrative support to Channels Support licensing process for FI channels & Bancassurance Channel Maintenance of system record for TR under FI Channel & Bank Staff for Banca Channels Administrative support to Agency Provide administrative support to Agency including maintain secretary registry, name...

  • Sales Channel Manager

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job DescriptionAs a key member of our team, you will provide administrative support to our distribution channels, ensuring seamless operations and efficient processes.ResponsibilitiesSupport the licensing process for our financial institution channels and bancassurance channel.Maintain accurate system records for our TR under FI Channel and Bank Staff for...


  • Hong Kong, Hong Kong SAR China The Bank of East Asia Full time

    Responsibilities Respond to customer feedback in a timely fashion and follow through on our promises to customers without delay; Foster a customer-centric culture by treating everyone with dignity, respect and fairness, and ensuring each customer receives the best possible service; Liaise with other departments of the User Acceptance Test to provide an...


  • Hong Kong, Hong Kong SAR China AIA International Limited. Full time

    At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone. It's about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And as part of our marketing,...


  • Hong Kong, Hong Kong SAR China Cathay Pacific Airways Limited Full time

    Role Introduction Reports To: Assistant Manager Sales Services (Hong Kong) The job holder is required to provide sales services to business opportunities from direct customers, internal referrals or via indirect channels. She or he will assist the team in achieving agency sales target, to grow trade relationship and promote Cathay Pacific’s (CX) brand in...


  • Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job Title: Assistant Manager, Channel Operations and Sales SupportJob SummaryWe are seeking an experienced Assistant Manager to join our Channel Operations and Sales Support team. The successful candidate will provide extensive sales and administrative support to the sales team, including preparing sales reports, coordinating broker events, and assisting in...


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full time

    About the RoleWe are seeking a highly motivated and knowledgeable professional in Health Products with strong sales experience to join our team at AIA International Limited.Job DescriptionThe successful candidate will play a vital part in advancing our movement of creating a healthier, more sustainable future for everyone. Key responsibilities...


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full time

    About AIA International LimitedAIA International Limited is a leading life insurance company that helps individuals and families achieve their long-term financial goals. We are committed to creating a healthier, more sustainable future for everyone.Job SummaryWe are seeking a highly motivated and experienced Sales Channel Engagement Lead to join our team. As...

  • Channel Sales Manager

    2 months ago


    hong kong, Hong Kong SAR China Classy Wheeler Limited Full time

    Client Description Greater-China based IT service and solutions provider Job Description Candidates with less experience will be considered as Channel Sales Engineer. Responsibilities Responsible for engaging, marketing and selling designated (Hardware/Software) products to channel partners. Formulate and execute channel strategies. Develop and maintain long...


  • Hong Kong, Hong Kong SAR China Sun Life Full time

    Job Description : Job Responsibilities Review and evaluate the governance framework of brokerage channels to ensure compliance with regulatory requirements and internal policies. Develop and maintain workflow manuals and procedures to streamline sales processes and enhance operational efficiency. Conduct risk assessments to identify potential...

  • Asset Management

    3 months ago


    Hong Kong, Hong Kong SAR China Hays Full time

    Private Equity, PE, Asset Management, Distribution Channels SalesYour new company Our client is a top tier Asian Asset Management firm with AUM of more than $500 billion globally is currently seeking for a highly motivated and Business Development Manager to join their team in Hong Kong. You will be responsible for maintaining existing client relationships,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Marriott International Full time

    Job SummaryAs a Sales Manager Assistant, you will be responsible for handling customer inquiries and lead requests for locally driven groups with rooms (10-300 peak room nights) within predefined group sales parameters outside the sales office. You will work with customers to align preferences and actively up-sell each business opportunity to maximize...


  • Hong Kong, Central and Western District, Hong Kong SAR China Cathay Pacific Airways Limited Full time

    Role OverviewCathay Pacific Airways Limited is seeking a highly skilled Sales Support Specialist to join our team. The successful candidate will be responsible for providing sales services to business opportunities from direct customers, internal referrals, or via indirect channels.Key ResponsibilitiesActively initiate and follow up on sales actions to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Cartier Full time

    Job SummaryAs a Sales Operations Assistant Manager at Cartier, you will play a crucial role in overseeing the entire sales operation, including order processes, product enquiries, inventory management, and product replenishment. You will support the commercial team in executing strategic tasks, challenge the status quo, and act as a sparring partner across...


  • Hong Kong, Central and Western District, Hong Kong SAR China Fortinet Full time

    Job Title: Regional Channel DirectorLocation: Hong KongJob Overview:We are seeking a seasoned professional to lead our channel strategy and drive growth through effective management of our distribution and partner network. The ideal candidate will have a proven track record of developing and executing comprehensive channel programs, fostering strong...


  • Hong Kong, Hong Kong SAR China Homestuff International Company Limited Full time

    Channel Sales Executive/Key Account Manager - Consumer Electronics Homestuff International Company LTD · Tsuen WanSalary: Negotiable.Job Highlights:Experience in consumer electronics distributors, dealers and retail channels.Develop and explore profitable sales channels in Hong Kong and Macau market.5 work days, Bank Holidays, Medial insurance and Casual...


  • Hong Kong, Hong Kong SAR China The Bank of East Asia Full time

    Position Summary The incumbent will assist Section Head/Senior Manager to formulate digital strategies, plan, develop, manage and operate any service delivery channel as required to be made available by the Bank Responsibilities Assist Section Head in reviewing, preparing and managing the budget and PnL of the Channel & Transaction Management Department...


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full time

    About AIA International LimitedAIA International Limited is a leading life insurance company that aims to create a healthier, more sustainable future for everyone. We are committed to helping our customers and the community live Healthier, Longer, Better Lives.About the RoleWe are seeking a motivated and knowledgeable professional with a background in...


  • Hong Kong, Central and Western District, Hong Kong SAR China Fortinet Full time

    Location: Hong KongAbout the Role:We are seeking an experienced Channel Growth Strategist to lead our channel strategy and drive growth through effective management of our distribution and partner network in Greater China.About the Position:Provide leadership, guidance, and coaching to the channel team, fostering a culture of high performance and continuous...


  • Hong Kong, Hong Kong SAR China Marriott International Full time

    JOB SUMMARY Handles customer inquiries and lead requests for locally driven groups with rooms (., 10-300 peak room nights) within predefined group sales parameters outside the sales office. Works with customers to align preferences and actively up-sells each business opportunity to maximize revenues and drive customer loyalty. Verifies that business is...