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Digital Insurance Solutions Professional
2 weeks ago
Wealth and Personal Banking (WPB) at HSBC helps deliver on the bank's purpose of opening up a world of opportunity for our customers. We do this by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.
Job Description- The role of Mobile Insurance Specialist is to identify and capture insurance business opportunities, develop and retain quality relationships with targeted customer groups, and provide specialist advice on appropriate insurance solutions.
Key Areas of Responsibility:
- Insurance Opportunities: 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 Relationships: 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 Provision: Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up.
- Specialist Advice Provision: Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers.
- Team 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.
- Compliance Maintenance: Maintain a high level of compliance guidelines and procedures.
