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Insurance Sales Support/Case Manager (non sales position)

Job Seekers Hong Kong SAR China Financial Services Operations Others

Job Summary

  • Hong Kong
  • Permanent
  • BBBH814472
  • Apr 29, 2022
  • Competitive
Job Description

Business Risk Consultant with International Private Bank under Business Unit. Reporting to both business team and the risk team

Job Duties

  • Support different distribution channels (High Net Worth focus), including but not limited to Brokerage, Tied Agency and Bancassurance
  • Provide support to distribution channels, both internal and external stakeholders
  • Discuss & negotiate with relevant parties (internal & external) to ensure problems are solved
  • Maintain good records, generate status reports for management/team heads as needed
  • Streamline internal workflow with departments regarding premium financing matters & obtain gatekeepers clearance
  • Possess high sense of responsibility and job ownership
  • Support and back up respective channels as assigned by team head
  • Support tasks/initiatives assigned by the team heads of HNW Business & HNW Case Management from time to time

Job requirements

  • Minium 5 years relevant experience in operations of insurance industry
  • Passed IIQE Paper 1, 3, 5 and a holder of FLMI or CFP is preferable.
  • Strong knowledge on life insurance products, premium financing, business insurance with company and trust structure


Consultant Details

Consultant Details

Sean Lai
Sean Lai
  • Consultant | Financial Services Recruitment
  • 3907 3972