Senior Officer, Distribution Services and Case Management

2 months ago

Hong Kong, Hong Kong SAR China Heng An Standard Life (Asia) Limited Full time

Core Responsibilities

  • Be the go-to person for responding brokers’ service requests with follow up and update on the client’s requests by working collaboratively with other business function
  • Process insurance applications precisely within the required processing timeframes
  • Broker / distributor contracting, perform due diligence checking and provide recommendation
  • Work closely and collaboratively across relevant business functions to produce and seek approval for the broker communication including but not limit to phone calls, broker website and other appropriate media
  • Collaborate i) within Distribution / Distribution services function, ii) internally with Product, Operation or Marketing function and iii) externally for coordinating marketing and sales-related activities, such as brokers seminars, delivering of marketing / promotion materials, and events and customers visits in regards to invitation, venue logistic, refreshment, seminars/event material and etc.
  • Produce commission report, reports for measuring business results or managing risk & compliance issues and suggest way of improvement on reporting, as well as end to end follow through
  • Participate proactively in the assigned project or ad hoc tasks as required and as a subject matter expert.
  • Responsible for the administrative work of Distribution services
  • Offer support to our distribution team in addressing issues promptly and collaboratively to ensure a seamless experience for our business partners during both the business submission and post-sales service processes.
  • Review and verify application documents in compliance with requirements.

Qualifications / Experience / Requirements

  • University degree or equivalent.
  • Attained (or working towards) the IIQE licenses 1, 3, 5 and FLMI qualification to become licensed for distributing insurance is preferable. Other relevant licenses for the insurance industry will also be considered.
  • At least 2-3 years’ work experience in sales support role or life insurance functions.
  • Understanding of the insurance industry and Heng An Standard Life (Asia)’s insurance products.
  • Good written and oral English, Cantonese and Mandarin
  • High level of business sense, risk, sales quality, and compliance awareness
  • Possess high sense of responsibility and job ownership
  • Strong interpersonal skill, problem solving skill and team player
  • Proficient skills in PowerPoint, Excel, MS Office, Outlook.

We offer attractive salaries and excellent benefits.

If you are interested in our opportunity, please send your job application to us. Before doing so, please make sure you read and agree with our Personal Information Collection Statement (link: https://www.hengansl.com.hk/en/careers/privacy-agreement).

Any personal data we collect will only be used for recruitment purposes. We keep all applications confidentially on file for two years.

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