Insurance Sales Quality Assurance and Business Management Manager

1 month ago

Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

About Hang Seng Bank

Hang Seng Bank is a leading financial institution committed to delivering exceptional service and innovative solutions to its customers. Our team of professionals is dedicated to providing best-in-class products and services, and we are seeking a high-calibre individual to join our Commercial Banking business.

Commercial Banking - Corporate Insurance & Investment Sales Quality Assurance & Business Management Department

Our Commercial Banking business provides customized financial solutions to corporate customers, from small and medium-sized businesses to publicly listed companies. We offer a comprehensive range of services, including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance, and e-Banking services.

Job Summary

We are seeking a seasoned professional to lead our team in conducting Quality Assurance Post Sales Checking activities for corporate insurance, including Life Insurance and General Insurance. The successful candidate will be responsible for enforcing sales guidelines and sales compliance, monitoring sales processes, and conducting quality control checks and subsequent sales quality reports.

Key Responsibilities

  • Lead the team in conducting Quality Assurance Post Sales Checking activities for corporate insurance, including Life Insurance and General Insurance.
  • Enforce sales guidelines and sales compliance, monitor sales processes, and conduct quality control checks and subsequent sales quality reports.
  • Review and formulate internal policies and procedures to maintain high customer service quality and compliance standards.
  • Collaborate with other departments in driving insurance compliance initiatives.
  • Maintain efficient servicing and provide efficient sales support to the sales departments.

Requirements

  • Proven track record in a Manager-level or similar leadership role.
  • University degree or minimum 10 years' banking or insurance experience, especially in quality assurance or compliance areas.
  • Good knowledge of insurance products and business.
  • Proficiency in both Chinese and English.
  • Strong PC skills and familiarity with application software, such as Word, Excel, and PowerPoint.
  • Strong self-motivation, with the ability to work independently and under pressure.
  • Strong organization skills, logical thinking skills, and analytical skills.
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes.
  • Good communication and interpersonal skills.
  • Passes all relevant papers of Insurance Intermediaries Qualifying Examination within 6 months in the post or current holder of HKMA license for regulated activities preferred.

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