Posted on 2021-10-12

Manager – Channel Sales Support (Institutional Business) (Insurance co)

Harvest Personnel Agency


Job Description

  • Support frontline operations of IB channel, such as handle brokers’ walk-in, hotline & email enquiries on product features, policy administration, operation procedures, etc. and resolve requests via various means;
  • Ensure a smooth process from pre-assessment to policy issuance and liaise with relevant parties (internal & external) to ensure pre- & post-sales support are well provided to brokers;
  • Handle MCV verification;
  • Streamline internal workflow with various departments regarding premium financing matters;
  • Co-ordinate with business development team and different operation teams on issues of underwriting, policy services, products and operation flow;
  • Support business development team on preparing sales presentation materials, sales illustrations and quotations;
  • Provide professional services with positive problem-solving capabilities and establish good relationship with brokers;
  • Support and co-ordinate broker training and clients events;
  • Provide sales & administrative support to the team;
  • Participate in ad hoc duties and projects as assigned by supervisors.
  • University graduates with 5 years’ customer services experience;
  • Passed IIQE Paper 1, 3 and 5;
  • Pro-active, good interpersonal and communication skills as well as customer service attitude;
  • Possess high sense of responsibility and job ownership;
  • Able to work under pressure and deal with people from different backgrounds;
  • Attentive to details, independent and have experience in project management is an advantage;
  • Proficient in Microsoft Office;
  • Proficient in both spoken and written English and Chinese, fluent in Mandarin
  • Candidates with less experience will be considered as Officer or Senior Officer

For any query, pls call Ms. Wan at 23120060 or Apply Now 










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More job information
Job Function
  • Wanchai
Employment Term
  • Full-time
  • 5 years - 20 years or above
Career Level
  • Middle management level
  • Degree