Description

The Company

Our client is a leading financial institution and they are seeking for sales support candidate to join their team.

The Role

• Assist on daily sales supports to ensure the sales process is smooth (e.g. quotation, sales campaign, renewal, policy change, policy termination, arrange medical check-up for customer, etc.)
• Handling customer enquiries from email and/ or CE Team, and work with internal departments (e.g. New Business and Underwriting, Customer Engagement, Life Administration, Finance, etc.) of both GI and Life insurance businesses for the enquiry
• Provide administrative work to Direct Channel Team (e.g. Mailing out document, update control log sheet for policy status and statistic figures, collect premium through credit card machine)
• Perform data analysis for sales performance
• Assist to monitor platform stability issues and perform follow up action for the issues
• Assist to improve on customer experience during purchase process of Direct Channel Team
• Assist to set up customer campaigns for direct channels via internal systems
• Assist Team Head with ad-hoc tasks as assigned

Your Profile

• Diploma or Degree Holder
• Minimum 5 years of solid Customer Service/ Sales experience within insurance field
• General knowledge in both GI and Life business operations
• Certificate qualification in IIQE Paper 1, 2 and 3 is an advantages
• Good communication, Interpersonal and Customer Service skills
• Fluent Chinese, English and Putonghua in written and speaking
• Proficient in PC skills, including Microsoft Word, Excel and PowerPoint

Apply Today

To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.

Reference No. 67010-0013450049

By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: https://www.roberthalf.com/hk/en/privacy. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.