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Officer - Insurance Operations Department

Fulbright Wealth Management Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-10-19
  • Career Level:Entry Level
  • Location:Kowloon Bay
  • Yr(s) of Exp:2 years
  • Qualification:Non-Degree Tertiary
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Financial Services  Others  Insurance  Others
  • Benefits:Dental insurance, Education allowance, Life insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

Responsibilities:

  • Handle daily insurance operations life and general, including quotation/proposal, checking application documents, communicating with insurance companies,  generating valuation, managing policy renewals;
  • Handle enquiry from customers and insurance companies;
  • Handle application of Technical Representatives (TR), including the checking on TR’s qualification, CPD hours, registration history;
  • Perform ad-hoc projects & tasks from time to time.

Requirements:

  • Form 5 or above, tertiary education in Accounting & Finance discipline is preferred;
  • Experience as back-end supporting staff (sales HR/ claims/ policy admin/ customer service etc.)in IFA or insurance broker firm would be an advantage;
  • Passed IIQE Paper 1, 2, 3, 4 and/or 5is preferred;
  • Proficient in English and Chinese;
  • Sound computer skills (especially MS Office);
  • Able to work under pressure, self-motivated and aggressive;
  • Immediate availability is preferred;
  • Candidate with more experience could be considered as Senior Officer.

Salary and fringe benefits for the post will be highly competitive, commensurate with qualifications and experience. Interested candidates please send your resume, last and expected salary to the Human Resources and Administration by clicking "Apply Now".

Data collected will be used for recruitment purpose only. For more details, please visit us at www.ffg.com.hk.

Company Info

Founded in 1999 by a group of high caliber professionals, Fulbright Financial Group is dedicated to developing financial business in Hong Kong and China. Throughout the decade, we become a specialist in the trading of securities, futures and precious metal, and we keep on expanding our business to the fields of asset management and wealth management. To cope with our company expansion, an excellent career opportunity is offered to the right candidate to join our dynamic and ever growing environment:
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