Serve as a control function to protect the company collateral by reviewing, verifying and processing Premium Finance (PF) agreements for funding, consistent with corporate policy and procedure;
Recommending insurance product strategies / business promotion to expand the sales volume of insurance business;
Process and book new and endorsed PF agreements within individual approval limit and according to company guidelines;
Resolve other processing requirements or contract discrepancies by contacting the agent or Marketing;
Monitor and ensure timely and thorough completion of open loan processing items.
Monitor and manage draft check payments;
Post customer payments and reconcile payments received;
Prepare paperwork on shortages or overpayments;
Communicate with management and client facing sales representatives to provide updates on loan funding information or potential situations which may delay loan funding;
Prepare product comparison and training to sales team;
Formulate product strategies and business plans for meeting business targets; and
Utilize market intelligence and research to enhance the competitiveness of Company’s sales team.
Bachelor s degree or equivalent education and related training;
Strong insurance product knowledge with at least 5 years of experiences in Insurance or Financial Services;
Sound knowledge of financial products;
Good command of computer skills including MS Word, Excel & Chinese typing;
Good team player, strong interpersonal, presentation, communication & PC skills; and
Good command of written & spoken English and Chinese, proficiency in Putonghua is a must.
We offer an attractive remuneration package to the right candidate. Interested parties please forward your full resume with availability, expected salary to [via CTgoodjobs Apply Now ] or send it to 27/F., Low Block, Grand Millennium Plaza, 181 Queen’s Road, Central, Hong Kong.
(Data collected will be kept strictly confidential and used for recruitment purpose only.)