HNW Insurance
1 week ago
Responsibilities & Tasks
- Support Sales Partners to provide customized insurance-based solutions to High Net Worth (HNW) clients
- Provide end-to-end case management support and ensure efficient execution of insurance applications and liaison with insurance carriers and business partners internationally
- Prepare illustrations and product comparisons for client presentations
- Arrange medical examinations and ensure fulfillment of underwriting requirements
- Provide after sales policy services support
- Participate in improvement of internal processes and ad-hoc assignment or projects when required
Requirements
- Bachelor Degree holder, preferably in any business related disciplines
- Minimum 3+ years of relevant working experience in insurance administration support/ client servicing/ sales operations in an insurance company and/or brokerage
- Client centric with excellent communication skills in English and preferably in Chinese
- Flexible, detail-minded with distinctive service mindset
- Ability to work independently and proactively
- Ability to multitask and work in fast-paced environment
- Willingness and ability to share and impart knowledge & skills to team members
- Resilient, flexible & ready to go the extra mile
Ability to Multitask
Excellent Communication Skills
Able To Multitask
Brokerage
Strong Attention To Detail
Ability To Work Independently
Private Wealth Management
Interpersonal Skills
Wealth
Medical Terminology
Financial Transactions
Administration
Underwriting
Sales Operations
Business Services
Team Player
Case Management
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