Assistant Manager (In Force, Policy Administration)

Job Scope

• Attend to post sales request, form preparation & submission to different carriers and follow-up/negotiate with insurers/underwriters
• Work with Consultants and clients on fulfilling post sales requests
• Update Consultants and clients on post sales request status and ensure post sales meetings are updated in the system
• Ensure client documentation are complete, aligned and satisfied with CMA and carrier compliance and due diligence
• Work closely with Team Leader and Sales Ops on day to day basis.
• Ensure prompt preparation and completion of annual reviews
• Prepare specific client’s power point presentation and policy comparison for client’s meeting.
• Drive process and team efficiency
• Mentor team members

Requirements & Skills

• Degree holder in any discipline Skills
• Good people / relationship skill with Insurers, Clients, Bankers and Consultants
• Ability to multi-task and work under extreme deadlines
• Has the functional and technical knowledge and skills to do the job at a high level of accomplishment
• Able to build appropriate rapport and use diplomacy and tact
• Highly organized and proactive in following up cases and also daily work
• Effectively cope with change
• Drives efficiency in the team process to shorten the overall service cycle
• Competent in Microsoft excel and power-point
• Proficient in English & Chinese (both written and spoken) in order to liaise with Mandarin speaking counterparts