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Channel Sales Performance Support 保险销售后台助理

Global Billion (Hong Kong) Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-04-03
  • Career Level:Entry Level
  • Location:Not Specified
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Others:Full Time
  • Job Function:Claims Officer  Underwriter  Others  

Job Description

Job Description

Responsibilities

  1. According to the company's underwriting policy, the initial review of the insurance policy, the entry of underwriting information, and the work of the business.
  2. Responsible for the organization and filing of underwriting business data.
  3. Handling statistical work on related business data.
  4. Do a good job in the management of the underwriting documents; assist the account manager to do the follow-up policy preservation information and procedures, Track renewal payment policy, assign orphans.
  5. Other work assigned by the manager.

 

Requirements

  1. With relevant bachelor degree or above in finance, finance or marketing; optimal IANG background.
  2. Have strong learning ability, working attentive and responsible. 
  3. Must hold an insurance qualification certificate, Pass paper I and paper III. Not listed in any insurance company.
  4. Good command of both written and spoken English and Chinese. Mandarin is an advantage.
  5. Only responsible for background work, no sales required.

 

Salary will be commensurate with qualifications and experience.

Interested parties should send a detailed CV to ''Apply Now'' and cover letter with expected salary to us.

* We thank all applicants for their interest, however only shortlisted candidates will be contacted. We are an equal opportunity employer. Personal data collected will be used strictly for recruitment purposes only and will be destroyed within 12 months.

 

岗位职责:

  1. 按照公司核保政策 对投保单初审、 承信息录入做好业务的出单工作; 
  2. 负责 出单业务承保资料的整理、归档工作; 
  3. 做好相关业务数据的统计工作; 
  4. 做好承保单的管理工作; 协助客户经理做后续保单全 的资料、手续 , 追踪续期缴费保单 , 分配孤儿单 ; 
  5. 经理交办的其他工作。

 

岗位要求: 

  1. 具有金融、财经类或市场营销等相关本科或以上学历; 最优 IANG 背景; 
  2. 有较强的学习能力和工作 细心并有责任心; 
  3. 已通过保险中介人卷一与三的考试 ;并没有在任何保险公司挂牌;
  4. 三语 精通,英语、粤语及普通话。
  5. 只负责后台工作,不需要销售

Company Info

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