Support the distribution channels to grow HNW business​. Provide case management support on insurance application and servicing. Offer support to frontline sales business partners in addressing issues promptly and collaboratively to ensure a seamless experience for our business partners and customers during both the business submission and post-sales services processes. Review and verify application documents in compliance with requirements. Closely follow through pre-underwrite and pending cases for business partners. Ensure a smooth process on all policy submission and assignment documentation​. Discuss & negotiate with relevant parties (internal & external) to ensure problems are solved during submission process​. Streamline internal workflow with departments regarding policy servicing, premium and policy financing matters & obtain gatekeepers clearance.

 

Degree holder with minimum 6+ years of relevant working experience in insurance administration support/ client servicing/ sales operations in an insurance company and/or brokerage.Good insurance product and operations knowledge.Proactive with good problem-solving skills and attentive to details.Fluent in English language (writing and verbal), Mandarin and Cantonese.Proficient in MS Office.