Insurance Sales Support Coordinator

7 days ago


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

Join a team where your contributions matter.

At HSBC, we believe in making a significant impact through our work. If you are seeking a career that allows you to leave a mark, we invite you to explore the opportunities we offer. Whether you aspire to climb the corporate ladder or wish to embark on a new and exciting path, HSBC provides the support and resources necessary for your professional growth.

HSBC Life stands as a premier institution, specializing in Insurance while benefiting from the extensive resources of a leading global bank. Our focus is on people and the commitments they uphold. At HSBC Life, we are dedicated to fulfilling these commitments by offering a diverse range of life insurance products and services to clients across the Asia-Pacific region.

Our workforce thrives in a dynamic and innovative environment, with numerous opportunities for career advancement in a rapidly expanding business sector. We empower our high-performing team members to enhance their skills and explore new avenues, unlocking their full potential as part of HSBC.

Together, we strive for efficiency in our operations. We leverage cutting-edge data and technology solutions to deliver meaningful results for our clients. The protection we provide has a profound and lasting impact, enabling clients to lead healthier, more productive lives with confidence in their futures.

We are currently in search of a talented professional to join our team as an Insurance Distribution Support Specialist.

Key Responsibilities

  • Facilitate the retail banking life insurance operations and ensure comprehensive premium financing case management while maintaining sales quality standards.
  • Execute sales quality assessments in a precise, effective, and timely manner.
  • Provide accurate case information to sales personnel to enable appropriate actions regarding applications.
  • Address case inquiries from sales staff with professionalism.
  • Assist in enhancing branch and individual sales quality to exceed QA benchmarks through routine case evaluations, training reinforcement, and regular reporting.
  • Contribute to the growth of the insurance business and ensure full compliance with internal and regulatory standards.
  • Support additional tasks as assigned.

Requirements

  • Bachelor's degree.
  • Strong experience in individual life insurance and the retail banking sector.
  • Excellent communication, interpersonal, and problem-solving abilities.
  • Proficient in PC skills, particularly Excel (knowledge of VBA/Macro is a plus); sales experience in retail banking and bank assurance is advantageous.
  • Ability to work collaboratively in a team and independently on assigned tasks.
  • Results-oriented and performance-driven.
  • Proficient in both written and spoken English and Cantonese.


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