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Administration Support Officer - Life & Medical (5 Days Work, Sheung Wan)

Blue Diamond Wealth Management Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2019-06-22
  • Career Level:Middle
  • Location:Sheung Wan
  • Yr(s) of Exp:2 years
  • Qualification:School Certificate
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Sales Administration
  • Benefits:Dental insurance, Five-day work week, Life insurance, Medical insurance

Job Description

Administration Support Officer - Life & Medical

Responsibilities (Life & MPF):

New Business:

  • Generate Proposals.
  • Maintain Product Brochures & Application Form Update.
  • Prepare Full set of application form for Agents.
  • Follow up pending & payment & prepare policy delivery

Policy Servicing / Claims:

 Handle all-round after sales services, such as:

  • Enquires from Clients, Agents & Providers related with policy administration.
  • MPF Scheme servicing & maintenance
  • Generate weekly sales report to Finance Department.
  • Keep proper records for Clients.
  • Assist in ad-hoc duties when required.

Responsibilities (Medical):

  • Provide all round administration and operational support to Medical (mainly to 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:

  • Diploma or above.
  • Fluent in written & speaking English & Cantonese is a MUST.
  • Qualified for IIQE papers Paper 1, 2 & 3 is an advantages.
  • 2-3 years of experience in the insurance industry with policy administration knowledge.
  • Good knowledge on insurance products (especially Life & High End Medical) is highly preferable.
  • Highly motivated, problem solver, fast learner with "can-do" attitude.
  • Proficiency in MS Office applications (Excel, Word & PowerPoint).
  • Responsible, independent, careful, well-organized, good team player
  • Applicants with less experience will be considered as Admin Support Assistant Officer.

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

Company Info

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

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