Insurance Sales and Operations Assistant Manager

1 week ago

Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

**Job Summary**

As an Insurance Sales and Operations Assistant Manager at Sun Life, you will play a critical role in supporting the sales team in driving business growth and delivering exceptional client service. This is an exciting opportunity to join a dynamic team and contribute to the success of our organization.

**Key Responsibilities**

  • Provide comprehensive sales and administrative support to the sales team, including preparing sales reports, coordinating broker events, and assisting in the development and implementation of sales strategies and campaigns.
  • Partner with Business Development Managers to manage relationships with insurance brokers and foster strong partnerships for driving business growth. Support broker onboarding, training, and provide ongoing support.
  • Streamline and optimize sales processes within the insurance brokerage division. Assist team manager to monitor and evaluate sales activities, track sales performance, and generate accurate sales forecasts and reports. Identify areas for improvement and implement necessary changes.
  • Deliver exceptional client service to brokers and business partners by providing product information and addressing enquiries/concerns promptly and professionally.
  • Maintain accurate and up-to-date records of insurance transactions, contracts, and agreements. Ensure compliance with industry regulations, internal policies, and legal requirements.
  • Collaborate with cross-functional teams (e.g. underwriting, claims, policy administration, and cashier) to support sales initiatives and ensure smooth business operations.
  • Assist in providing CPD courses to sales team members and business partners.

**Requirements**

  • Bachelor's degree in business administration, finance, or a related field. Relevant certifications in insurance or brokerage management are highly desirable.
  • At least 5 years' experience in sales support or brokerage management within the insurance industry. Proven experience in insurance sales, underwriting, or claims is advantageous.
  • Solid understanding of insurance products, policies, and processes. Familiarity with various insurance lines such as property, casualty, life, and health insurance.
  • Excellent verbal and written communication skills with ability to translate complex insurance concepts to clients, brokers, and internal stakeholders.
  • Strong attention to detail and ability to manage multiple tasks simultaneously.
  • Proficiency in data analysis and reporting. Ability to interpret insurance sales data, identify trends, and derive actionable insights.
  • Experience working with insurance broker management systems, and Microsoft Office Suite. Knowledge of insurance quoting tools is a plus.
  • Demonstrated ability to work collaboratively in a team-oriented environment.
  • Strong problem-solving and decision-making skills. Ability to analyze complex situations, identify solutions, and implement effective strategies.

**What We Offer**

We offer a competitive salary, MPF, group life, and group medical insurance, as well as excellent career development opportunities to the right candidate. We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resumes will be kept for a period of 24 months after completion of the recruitment process.

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