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Insurance Business Process Specialist
2 months ago
Key Responsibilities:
Review life insurance new business applications and deliver premium financing end-to-end case management services.
Support:
Uplift branch and individual sales quality above threshold throughout routine case review, reinforcement training, and regular reporting.
Key Skills:
Timely provide accurate case information in a consistent basis to sales staff for taking remediation to the new application.
Handle case enquiries from sales staff in a professional manner.
About this role:
This role is ideal for a high calibre professional with a Higher Diploma/Associate Degree or above in finance, business, or related field.
Requirements:
2 years' experience in bancassurance (preferably with sales quality and/or retail banking individual life insurance product knowledge and sales experiences).
Effective communication, interpersonal, and problem-solving skills.
Conversant in PC skills (Proficiency in PowerPoint, Excel with VBA/Macro is an advantage).
Strong sense of teamwork and able to work independently.
Performance driven and results-focused.
Fluent in both written and spoken English and Cantonese.
About HSBC:
HSBC is committed to building a culture where all employees are valued, respected, and opinions count.
We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.
Personal Data:
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
