(Senior) Manager, Sales Operations

2 weeks ago


hong kong, Hong Kong SAR China Randstad Hong Kong Limited Full time

Add expected salary to your profile for insights Responsibilities Provide routine case management for New Business and Policy Servicing requests and obtain sufficient information and documentation from clients for review cases and Underwriting requirements. Ensure effective process efficiency, policy insurance & renewal, client relations, and undertake other duties as may be required. Review all applications involving a wide variety of insurance needs and the unique personal circumstances of the client to ensure that clear and necessary information is provided. Handle premium financing and policy assignment requests for policy pledging by ensuring all requirements—including the affordability test and financial evidence requirements—are satisfactory. Contribute to continuous process improvement through process streamlining and automation, formulating work procedures and processes to ensure efficient and effective operations control of the function. Key Requirements A Diploma or Degree in Business Administration, Finance, Marketing, or a related field. Minimum 5 years of solid insurance operation experience. HNW knowledge will be an advantage. Understanding AML, KYC, CDD, Sanctions and all risk activities is paramount and the ability to make the right balance to facilitate the business without compromising risks to protect the company’s interests at all times. Good command of both English and Chinese. #J-18808-Ljbffr



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