Manager New Business
- Hong Kong
- Permanent
- Full-time
- Provide all administrative support to Sales Consultants
- Assist Sales Consultants on all Case Management matters; from quotation stage to inception of policy and post inception thereafter
- Liaise with bankers, trustees, insurance carriers and clients to ensure a smooth Case Management process
- Assist with arrangement of all medical exams / re-tests / additional tests
- Attend medical examination with clients and collection of clients’ data (when necessary)
- Ensure information and application documentation are complete, accurate and in order
- Ensure adherence to all Compliance requirements
- Maintain good record keeping of each application
- Update progress on pending case report and inforce list
- Provide accurate and timely reports to Bank Partners & Management
- Assist on clients’ travel and medical reimbursements
- Degree holder, preferably with professional insurance qualifications
- Minimum 2 years of relevant work experience, with knowledge in life insurance
- Proficient in Microsoft Office
- Strong organisational and communication skills
- Ability to multi-task, strong organizational and problem solving skills
- Team player and strong interpersonal skills