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Executive - Quotation
3 months ago
Key Responsibilities:
- Sales Quotation Support
- Prepare and send Quotation Highlights & monthly reports promptly
- Prepare Insurer's Policy Illustration
- Familiar with various insurers' software and product features
- Handle enquiries from internal and external stakeholders
- Provide timely assistance to consultants / bankers such as prepare and courier Client Proposal for client meeting
- Ensure accuracy and efficiency in data entry
- Escalate any system or process errors to prevent future repeated errors
- Take on additional responsibilities when necessary
Requirements:
- Preferably 12 years of working experience in the insurance industry or equivalent
- Required language(s): English & Chinese
- Excellent in both verbal and written communication skills.
- Excellent organisational skills with the ability to handle multiple assignments
- A team player with excellent communications and interpersonal skills
- Detailed oriented and meticulous
- Strong follow up skills and highly independent individual
- Customer service oriented and problemsolving skills