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
- 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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