Customer Service Assistant / Executive, Insurance Broker (Non-sales)
Doo Technology Limited
- Kwun Tong District, Hong Kong
- Permanent
- Full-time
Posting Date: 2025-08-29Doo Technology LimitedCustomer Service Assistant / Executive, Insurance Broker (Non-sales)Join Doo Group - Explore α Better FutureDoo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together!Looking for a New Challenge? Join Us as We Expand Globally!As we continue our global business expansion, we're on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.DOO you have what it takes?What you'll be working on:Customer Relationship ManagementAddress potential customer needs and facilitate business transactions through online and offline channels.Conduct regular follow-ups on customer requirements, maintain long-term relationships, and promote value-added services such as repeat purchases, additional coverage, or referrals.Product Explanation and ConsultationProficient in Hong Kong insurance products (e.g., critical illness insurance, savings and dividend insurance, universal life insurance, etc.), providing personalized solutions based on customer needs.Able to compare the advantages of Hong Kong insurance products and address customer inquiries.MCV Application Process ManagementAssist customers in preparing insurance application documents, ensuring the application complies with Hong Kong regulatory requirements.Cross-departmental CollaborationLiaise with underwriting, claims, and customer service teams to assist with policy application, renewal, claims, and other related matters.Compliance and Risk ControlEnsure sales activities comply with the regulations of the Hong Kong Insurance Authority, avoiding misleading sales or non-compliant promises.Understand with anti-money laundering policies, verifying the source of customer funds.Market ResearchGather insights on different customer preferences and competitor product trends, providing feedback to the company to optimize sales strategies.Customer ReceptionManage end-to-end reception for mainland customers visiting Hong Kong, including airport/port pick-up, hotel arrangements, and itinerary coordination.Provide detailed explanations of the company's products and service terms, assisting customers in completing the application policy signing process.Accompany customers to handle procedures such as opening Hong Kong bank accounts and submitting documents.What we're looking for:Must have passed IIQE Paper 1 & 3 or relevant qualifications.Understand with Hong Kong insurance regulations and anti-money laundering policies.Fluent in Mandarin, Cantonese and English.Customer service experience is required.Prior experience in the insurance business is preferred.Strong cross-cultural communication skills with customers from both regions, understanding consumer psychology.Resilient under pressure, adaptable to frequent travel and non-working hours customer inquiries.Strong compliance awareness and high personal integrity.工作职责:客戶維護透过线上线下管道解答潜在客户的需求及业务促成。定期跟进顾客需求，维持长期关系，推动复购、加保或推介等增值服务。产品解说与咨询熟悉香港保险产品（如重疾险、储蓄分红险、万用寿险等），依客户需求提供个人化方案。懂得比较香港保险产品的优势，解答客户疑问。MCV 投保流程和管理协助客户准备投保文件。安排客户签单的流程，确保流程符合香港监管要求。跨部门协作与核保、理赔、客服团队对接，协助处理保单生效、续约、理赔等事宜。合规与风控确保销售行为符合香港保监规定，避免误导销售或违规承诺。了解反洗钱政策，核实客户资金来源。市场研究收集不同客户偏好及竞争产品动态，并回馈给公司以优化销售策略。客户接待与签名服务负责内地来港客户的全程接待，包括机场/口岸接机、饭店安排、行程协调。详细介绍本公司代理的产品及服务条款，协助客户完成投保流程。入职要求:必须通过IIQE试卷1和3或具备相关资格认证。熟悉香港保险业条例及反洗钱政策。流利普通话（必备），粤语和英语加分。需具备客户服务经验。有保险业务经验者佳。擅长两地客户跨文化沟通，了解顾客消费心理。抗压性强，能适应高频差旅或非工作时间客户咨询。具备合规意识及良好个人诚信。What we offer:Rewarding career development with regional exposureDouble payPerformance bonusMedical insuranceFive-day work weekDaily snacksFriendly and open work environment with a young, energetic teamLife as DOOersAt Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated!
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