Officer, Operations (General Insurance Admin Team)
OnePlatform Wealth Management Limited
- Company Industries:Financial Services
Job Information
- Post Date:2022-05-13
- Career Level:Entry Level
- Location:Wan Chai
- Qualification:2 years
- Employment Type:Banking / Finance, Financial Services, Sales, CS &
- Job Function:Banking / Finance Financial Services Sales CS & Business Devpt Customer Service - Su
- Benefits:Life insurance, Medical insurance, Performance bonus, Five-day work week
Job Description
Support for handling administration work for business from consultancy, platform business and other distributors
Responsibilities:
- Perform daily administration duties including data input, filing and other service request
- Process transaction and handle enquiries including new business pending and post sales follow-up from consultant, platform business and other distributors
- Update Operational Procedure Manual for related processes.
- Update reports for reviewing the service quantity and quality provided.
- Responsible for documentary flow including Renewals, new Business and Claims.
- Assist in preparation of monthly operations reports for management purposes
- Undertake other duties as from time to time necessary to assist in the successful operation of the company
- Complete other administrative duties as required including handling mail, etc.
- Assist in ad-hoc projects as assigned
Requirements:
- Bachelor’s degree in Business or related field, or with equivalent experience
- Minimum 2 years’ of relevant experience in financial institutions
- 1 years or up experience in General Insurances industry, with experience in insurer/agents/brokers are preferable.
- Basic knowledge of various general insurance products and strong common sense
- Ability to work independently, multi-tasking and strong sense of responsibility
- Relevant IFA/insurance company working experience is a definite plus
- Fast learner and be able to cope with rapid changes and work under pressure
- Proficient in MS Office applications including Excel and Word
- Good communication skills in both written and spoken Chinese (Cantonese & Mandarin) and English
Company Info
OnePlatform Wealth Management Limited(Former GET Mdream Wealth Management Ltd) is a licensed insurance broker company with Hong Kong Insurance Authority Licence No. FB1452 and a registered MPF Intermediary of Mandatory Provident Fund Schemes Authority
with the MPF Registration No. IC000579. We provide comprehensive financial planning and wealth management services to institutional and individual customers.
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