Job Responsibilities
Provide sales support to the New Business team and Consultants, ensuring smooth coordination of all related activities.
Coordinate medical appointments, prepare required documents, and accurately transfer information for submission and processing.
Assist with meeting and medical arrangements, and support both new and ongoing application documentation as well as policy delivery.
Ensure full compliance with sales operations procedures, including updating the sales pipeline, maintaining accurate records, and ensuring all activity logs and sales meeting notes are properly recorded in the system.
Review and validate client documentation to ensure completeness, accuracy, and adherence to internal guidelines and insurance company compliance requirements.
Manage cases from initiation to completion, including prompt follow-up, coordinating with insurers, and negotiating with underwriters when necessary.
Collaborate with internal and external stakeholders to ensure accurate and timely case progression.
Perform any ad-hoc tasks assigned by the line manager in support of departmental operations.
Job Requirements
Bachelor’s degree in any discipline.
Minimum 1–2 years of experience in administration, customer service, or relationship management—preferably within the insurance or banking industry.
Proficiency in Chinese and Cantonese (both written and spoken) is required.
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