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Customer Service Officer/Senior Officer - Insurance Brokerage (HNW)

3-5 Years
HKD 28,000 - 30,000 per month
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  • Posted 12 hours ago
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Job Description

Our client, a well established life insurance brokerage is urgently looking for a high caliber candidate to fulfill the above-mentioned position. Details are as followings:

Responsibilities:

  1. Conduct regular follow-ups to understand client needs, maintain long-term relationships, and promote value-added professional services.
  2. Secure policy renewals and identify opportunities to expand business with existing clients and their referrals, including additional coverage and repeat purchases.
  3. Establish and maintain strong relationships with internal colleagues and external customers, providing high-quality after-sales support.
  4. Participate in ad-hoc assignments and client-focused projects as required.

Requirements:

  1. Bachelor'sdegreeinanydisciplineIIQEPaper1and3required.
  2. Minimum3yearsofworkingexperienceintheinsuranceindustry.ExposuretoHighNetWorth(HNW)clientsisanadvantage.
  3. Solidandcomprehensiveknowledgeofgeneralinsuranceproducts,withstrongcustomerservice,conflictmanagement,andproblem-solvingskills.
  4. NativeorbilingualproficiencyinEnglishandChinese(bothwrittenandspoken).GoodcommandinMandarinisadistinctadvantagegiventheclientprofile.
  5. Detail-minded,highlyorganized,andcapableofmanagingmultiplepriorities.
  6. Excellentinterpersonalandcommunicationskills.
  7. ProficiencyinMicrosoftOfficeapplications(Word,Excel,PowerPoint).
  8. Immediateavailabilityispreferred.

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Job ID: 143694919