Administration Support Officer  - Life / Medical (2 posts)

(1) Administration Support Officer  - Life and MPF (ref: Life)

Responsibilities:

New Business:

• Generate Proposals.
• Maintain Product Brochures & Application Form Update.
• Prepare Full set of application form for Agents.
• Follow up any pending with Providers & Agents.
• Follow up Initial Payment.
• Follow up Policy Delivery with Providers & Agents.
• For MPF case, assist in prepare, complete & check the required forms for New Scheme Set Up. (Employer & Personal Account)

After sales : Handle all-round after sales services, such as:

• Enquires from Clients, Agents & Providers related with policy administration.
• Change of Personal Data  Authorized Signature, Payment method etc.
• Fund Switching, Premium Holiday, Rider Change, Top-Up, Surrender etc
• For MPF case, change of Autopay Account, Authorized Signature, Personal Data (Member Level/Employer Level), Transfer Asset, Member Enrollment/Termination etc.
• Generate weekly sales report to Finance Department.
• Assist in ad-hoc duties when required.

Requirements:

• Diploma or above.
• Fluent in English & Cantonese is a MUST.
• 2-3 years of experience in the insurance industry with policy administration knowledge.
• Good knowledge on insurance products such as Whole Life, Universal Life & Saving Plan is highly preferable.
• Professional insurance qualification or having passed IIQE Paper I & III, IV is preferred.
• Proficiency in MS Office applications (Excel, Word).
• Responsible, independent, careful, well-organized, good team player
• Applicants with less experience will be considered as Admin Support to Sales Team.
• Immediate available OR Short notice candidate is highly preferred

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(2) Administration Support officer - Medical/GI (ref: EB)

Responsibilities:

• Provide all round administration and operational support to EB/GI (mainly to EB or High End Medical)
• Handle New & Renewal cases independently (including: Issuing Notes, generate quotation, Making products comparison).
• Keep proper records for Clients.
• Need to communicate with Providers/Agents/Clients related to policy administration.
• Assist in ad-hoc duties when required.

Requirements:

• DSE or above. 
• 2 years of working experience in High End Medical/Group Medical field is an advantage.
• Proficiency in written and spoken English is essential, Good Command in Cantonese. 
• Professional insurance qualification or having passed IIQE Paper I & II is preferred.
• Interest in Insurance Broker's Industry is a MUST.
• Highly motivated, fast learner with "can-do" attitude and entrepreneurial spirit.
• Mature and Stable .
• Proficiency in MS Office applications (Excel, Word).
• Good communication and interpersonal skills, attentive to details and as an excellent team player.
• Applicants with less experience will be considered as Admin Support to Sales Team.
• Immediate available OR Short notice candidate is highly preferred.

We offer excellent career prospects and attractive remuneration package to the right candidates. Interested parties please Quote Ref with Full Resume including Current/ Expected Salary & Date of Availability to Blue Diamond Wealth Management Ltd.

We are an Insurance Broker providing professional Brokerage services to our customers in General Insurance, Life & MPF field. 

Please visit our website: www.bluediamond.hk