Senior Manager, Quality Assurance in Insurance Sales

1 week ago


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

A Career with HSBC

HSBC is dedicated to delivering exceptional service. Our employees are our greatest asset and play a crucial role in our ongoing efforts to enhance performance for clients and provide top-tier products and services. We aim to attract high-quality talent by offering a vibrant work environment, excellent career advancement opportunities, and competitive remuneration packages.

Commercial Banking - Insurance & Investment Sales Quality Assurance & Business Management Division

HSBC's Commercial Banking sector offers tailored, comprehensive financial solutions to our corporate clientele, ranging from small and medium-sized enterprises to publicly traded corporations.

For clients operating locally or globally, we provide an extensive array of services, including corporate lending, trade finance, structured loans, cash management, investment services, treasury solutions, insurance, and digital banking services. As a trusted financial partner, we address the unique business requirements of our clients and deliver efficient, customized banking solutions through our relationship managers and dedicated specialists.

We are currently in search of a highly skilled professional to join our division as Senior Manager, Quality Assurance in Insurance Sales

Key Responsibilities

Lead the team in executing Quality Assurance Post Sales Evaluation activities for corporate insurance (encompassing Life and General Insurance). Enforce sales protocols and compliance standards, oversee the sales process, and conduct quality control assessments along with subsequent sales quality reports. Review and develop internal policies and procedures to uphold superior customer service quality and compliance standards. Collaborate with various departments to promote insurance compliance initiatives. Ensure efficient servicing and provide robust sales support to the sales teams.

Qualifications

Proven experience in a managerial capacity or a similar leadership role University degree or a minimum of 10 years' experience in banking or insurance, particularly in quality assurance or compliance Strong understanding of insurance products and industry Proficient in both Chinese and English Excellent computer skills and familiarity with software applications such as Word, Excel, and PowerPoint Highly self-motivated, with the ability to work independently and thrive under pressure Strong organizational, logical thinking, and analytical skills A strong sense of ownership and a service-oriented mindset to ensure efficient and effective customer service processes Excellent communication and interpersonal abilities Completion of all relevant components of the Insurance Intermediaries Qualifying Examination within six months of employment / Current holder of HKMA license for regulated activities preferred

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