Senior Officer, Broker & IFA (Ref:PDD-SO-171971)
Prudential Hong Kong Limited
- Company Industries:Insurance/Pension Funding
Job Information
- Post Date:2017-07-27
- Career Level:Middle
- Location:Not Specified
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Clerical / Admin Staff Insurance Agent / Broker Others
Job Description
Working Location: Hong Kong
Job Responsibilities
- Provide sales administration and support to brokers & IFA channel
- Management the email and phone enquiries
- Carry out a one-stop service platform and support service for Mainlander Sales Verification
- Assist and support the Account Management Team, provide sales administration and clerical support including
A. Application form screening
B. Arrange sales related items, brochures and stationary delivery and replenishment
C. Maintain the brokers & IFA channel's records accurately & timely and update relevant internal parties
D. Handle and arrange mailing of customer documents dispatched from policy administration department
E. Follow up the outstanding documents and return mails with customers and sales force
F. Compile sales activities customization reports for business partner, other ad hoc sales administration support, cross team support and coordination related duties as requested by management
- Co-ordinate activities for salesforce and business partner and act as a central party of communication with internal parties (e.g. UI, PA, claims, etc)
- Assist to investigate customer compliance cases and co-ordinate with expenses settlement
Job Requirements
- University Graduate
- Have insurance industry experience will be an advantage
- Good communication in English & Mandarin
- PC literate (preferable having strong technical skills on using Excel)
For other vacancies, please visit our website at https://prucareer.prudential.com.hk
We offer an attractive remuneration package including 5-day work week and flexible benefits. Please submit your application with present and expected salaries online.
To apply: https://prucareer.prudential.com.hk/jobsearch/JobDetail.aspx?jobID=211208
Data collected will be used for recruitment purpose only and will be kept for 24 months. Only short-listed candidates will be notified.
Company Info
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