Insurance Sales Support Specialist

1 month ago

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

Job Title: Assistant Manager, Channel Operations and Sales Support

Job Summary:

We are seeking an experienced Assistant Manager to join our Channel Operations and Sales Support team. The successful candidate will be responsible for providing extensive 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.

Key Responsibilities:

  • Provide 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.
  • 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.
  • 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 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, ability to translate complex insurance concepts to clients, brokers, and internal stakeholders.
  • Strong attention to details 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.

We offer 5-day work, attractive salary, MPF, group life and group medical insurance, and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

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