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Corporate Client Service, Senior Advisor
1 month ago
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 to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.
Sound like you? Then read on.
About the Role
Provide satisfactory customer service and group policy administration services to EB insurance portfolio
Responsibilities:
- Provide satisfactory customer service and administration services to the assigned group insurance portfolio
- Responsible for the overall customer services and daily operations for assigned portfolio/distribution channel
- Prepare presentation materials and member communication materials and conduct client visits, presentations and members' briefings, if required for retention or sales-to-sales purposes
- Provide one-stop administration service to clients including system setup for new business and renewal client, member enrolment/change/termination, billing, policy/record maintenance, regulatory filing, issuing of client reports etc. and responding to client/intermediary's enquiries and complaints in a timely manner
- Provide servicing support to assigned distribution channel e.g. brokers/agents/bank alliances on client related issues
- Handle ad hoc project as assigned by manager
- Perform client retention and service-to-sales activities such as operation support on up-selling retail products/promoting our client retention programs etc.
- Assist to review and update administration procedures
- Perform any other duties and projects as assigned
- University graduate is preferred with minimum 3 years customer services/operations experience
- Good knowledge on group insurance operation flow and group insurance product
- Self-motivated and customer orientated
- Detail oriented
- Must be a team player
- Good communication and interpersonal skills
- Outgoing personality with good presentation skills
- Good time management and organization skills
- Good staff coaching skills
- Good PC skills
- Proficient in both spoken and written Chinese and English
- Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements
- You are required to obtain relevant license if your job involves in regulated activities
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
