Executive - Quotation

Key Responsibilities:

• Sales Quotation Support
• Prepare and send Quotation Highlights & monthly reports promptly
• Prepare Insurer's Policy Illustration
• Familiar with various insurers software and product features
• Handle enquiries from internal and external stakeholders
• Provide timely assistance to consultants / bankers such as prepare and courier Client Proposal for client meeting
• Ensure accuracy and efficiency in data entry
• Escalate any system or process errors to prevent future repeated errors
• Take on additional responsibilities when necessary

Requirements:

• Candidate must possess at least a Diploma / Bachelor's Degree / Professional Degree or equivalent, any field
• Candidate must be highly proficient in Microsoft applications. (e.g. Excel, Word & PowerPoint)
• Preferably 1-2 years of working experience in the insurance industry or equivalent
• Required language(s): English & Chinese
• Excellent in both verbal and written communication skills.
• Excellent organisational skills with the ability to handle multiple assignments
• A team player with excellent communications and interpersonal skills
• Detailed oriented and meticulous
• Strong follow up skills and highly independent individual
• Customer service oriented and problem-solving skills