Mobile Financial Services Specialist
4 days ago
At HSBC, we are committed to providing our customers with innovative financial solutions that meet their evolving needs. The role of Mobile Insurance Specialist plays a critical part in helping us achieve this goal.
About the Role- This role involves identifying and capturing insurance business opportunities, developing and retaining quality relationships with targeted customer groups, and providing specialist advice on appropriate insurance solutions.
Responsibilities:
- Lead Generation: Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong.
- Customer Relationship Management: Develop and retain quality relationship with targeted customer group; Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency.
- Insurance Solutions: Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up.
- Specialist Services: Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers.
- Collaboration: Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC to deliver a consistent approach and application of outstanding service standard.
- Culture and Compliance: Build and maintain a positive team culture through ensuring quality business referrals and referral skills among team members and contributing to product knowledge and skills sharing, and maintain a high level of compliance guidelines and procedures.
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