Responsibilities

• Provide sales supports to agents and internal Sales teams including all administrative works and co-ordinations for documentations and insurance policies issuance;
• Provide supports to marketing and promotional activities;
• Manage administrative tasks such as information update, record maintenance, document preparation and letters issuance;
• Handle and follow up insurance policy issuing, fund switching and related documents;
• Liaise between service providers and representative offices;
• Perform ad hoc assignments and projects if necessary.

Requirements

• Energetic, self-disciplined with strong sense of responsibility, well-organized with detail-minded and can work independently;
• Matriculated or above, qualifications in IIQE preferred;
• Minimum 2 years working experience in insurance or banking and finance. Fresh grads in Finance related discipline can be considered;
• Good communication skills with good command of both written and spoken in Cantonese, Mandarin and English;
• Proficient in computer software for day-to-day operations.