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Insurance Sales Quality Assurance, Assistant Manager (Banking Job)

PI Business Consulting Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2022-09-27
  • Career Level:Middle
  • Location:Others
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Wealth Management
  • Benefits:Medical insurance, Performance bonus, Five-day work week

Job Description

Principal responsibilities:

  • Supervises quality assurance post sales checking and sales support Corp Insurance teammates to maintain the daily operation and sales activities of the Department in high standard
  • Responsible for enforcing sales guidelines and sales compliance, monitoring of sales process, and conduct quality control checking. Including managing various sales quality reports
  • Conduct product, marketing and procedures due diligence to ensure an end-to-end compliance of selling and operations of insurance products
  • Maintain efficient servicing and provide efficient administration support to the department
  • Review and formulate internal policies and procedures to maintain high customer service quality and compliance standard, and ensure compliance with rules and regulations of the department
  • Monitor and update the marketing materials / new products training materials
  • Collaborate with other departments in all aspects regarding the operation of the Department Assist strategic implementation of business initiatives
Requirement:
  • Bachelor degree in related disciplines with no less than 3 years of work experience
  • Minimum 10 years of banking insurance experience, especially in sales support & quality assurance checking areas for candidates who do not process the bachelor degree
  • Good knowledge of insurance business
  • Strong self-motivation, with the ability to work independently and under pressure Incumbent Organized, logical and analytical with good communication and interpersonal skills
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
  • Strong PC skills and familiar with the application software, such as Word, Excel, and Powerpoint Proficiency in both Chinese / English and Mandarin
  • Pass all relevant papers of Insurance Intermediaries Qualifying Examination Paper 1, 2, 3 within 6 months in the position

Company Info

PI Business Consulting Limited is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives for the Banking and Finance, and Insurance Industry.

General Line: 2121 2580

             Fax: 2121 2500

Website: www.piexsearch.com

Address: Unit 1210, 12/F, Inter-Continental Plaza, 94 Granville Road, Tsim Sha Tsui, Hong Kong

Employment Agency Licence Number 67206

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