Job ref no.: CT3118290-01#2905

Senior Business Planning Associate


Job Summary

Contribute to the achievement of the business goals and objectives of the Services to Sales team under the Quality Management & Business Development Department by managing the campaign planning and implementation function to ensure all the services to sales initiatives are well planned and well implemented


Roles and Responsibilities

Services to Sales Initiatives Campaign Management

  • Support the team head to drive and strive various services to sales initiatives in order to achieve business targets
  • Ensure each services to sales initiative / campaign is well planned and well implemented to meet the target campaign performance and achievement
  • Design logistic flow, scripts, procedures and system documentation for each services to sales campaigns to meet its campaign requirements
  • Design a fair and transparent incentive motivation scheme for each services to sales campaign to ensure each campaign can be implemented in a motivating business environment to achieve expected objectives
  • Organize campaign briefing to the floor and conduct interim evaluation for result improvement as well as post campaign evaluation for future learning purpose
  • Manage and monitor each campaign KPIs and report to management on any deviated trend for improvement and resolution
  • Continuously review room for system enhancement, such as TIPS enhancement with the aim to drive for more system automation to increase overall operation efficiency and campaign efficiency
  • Monitor overall sales performance for both new sales and renewal sales performance to ensure they hit the yearly business targets
  • Assist team head to analyze both the floor productivity and individual staff productivity to ensure each services to sales campaign are cost effective


Operations Efficiency Improvement

  • Assist the managers / team heads to work closely with frontline to collect their feedbacks to streamline their workflow and drive for system enhancement in order to achieve operations efficiency
  • Assist the managers to review and streamline services to sales capabilities in terms of automation, operation and procedural work flow


Other responsibilities

  • Perform other responsibilities and duties periodically assigned by supervisor in order to meet operational and / or other requirements


Job Requirements

  • University graduate in any discipline with 1-2 years’ experience, or
  • HKALE holder or equivalent with 3 years working experience, or
  • HKCEE / DSE holder or equivalent with at least 5 year’s working experience
  • Candidate with HK Insurance Intermediary Examination Paper 1,2 and 3 is a must
  • Qualification with Paper 4 and 5 is an added advantage
  • Experience in insurance services and operations / call centre operation added advantage
  • Proficiency in MS Office
  • Detail minded, efficient, responsible, self-motivated and able to work under pressure
  • A good team player
  • Proficient command of spoken and written English


We offer an attractive remuneration package to the successful candidate. Please submit your application by clicking Apply Now for our processing.


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More job information
Job ref no. CT3118290-01#2905
  • N/A
Job Function
  • 1 year - 6 years
Career Level
  • Entry level
  • Degree