Insurance Technical Representative 保險業務代表 TR

2 weeks ago


Kowloon, Hong Kong SAR China K U M Insurance Brokers Limited Full time

Responsibilities Prepare insurance application materials and documentation, complete and follow through the whole insurance application process; Meet with clients and explain the product structure and specifications; Assist clients to handle, fill in and collect the documents; Accompany the clients to complete the signing process; Liaise and coordinate with relevant parties for policy application and administration issues; Maintain and handle accurate and comprehensive records of client database, system and filing; Manage the sales portal for illustration generation, product comparison and provide quality post-sales services; Perform ad hoc tasks whenever required; No need finding new clients and cold-calling. Requirements Familiar with operation workflow of insurance application procedures, policy servicing and insurance practice Work closely with business partners, good communication skill and able to work independently Holder of IIQE paper 1,3 is mandatory At least 1 year of relevant working experience in the insurance industry Proficient in Excel, Word, PowerPoint Fluent in Mandarin, Fair in Cantonese and English Immediate availability is an advantage Benefits Monthly Salary + Allowance Medical Benefits Discretionary Bonus #J-18808-Ljbffr



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