Client Service Officer - General Insurance

Full Time
Junior (less than 3 years)
Higher Diploma / Foundation Year / Associate Degree
English, Cantonese

Job Description

Client Service Officer - General Insurance

Location: Hong Kong

Job Responsibilities:

  • Handle incoming calls from direct customers and frontline staff of Partners on General Insurance product enquiry (pre-sales and post-sales), introduce related insurance products and close sales
  • Support frontline to close sales deal and settle client cases (e.g. endorsement, cancellation)
  • Conduct outbound calls to follow up and close cases (e.g. follow up on missing information on application forms), to resolve client case
  • Identify and spot out opportunities for cross-selling, upselling and retention, propose new initiatives for process improvement and conduct implementation
  • Support Business Development Manager to launch campaigns and initiatives
  • Escalate the referral or complex complaint cases to relevant parties, assist manager to resolve client complaints 
  • Reply and follow up on incoming correspondence and email in good written presentation
  • Serve walk-in customer for product enquiries and requests


Job Requirements:

  • Dioploma or above in Business Administration or other related disciplines
  • Around 2 years of working experience in customer service/hotline field, experience in insurance industry is an advantage
  • Good interpersonal skill with attention to details, with a passion for customer centricity, being a good team player
  • Good command of both spoken and written English and Chinese & PC skills
  • Accept roster on working schedule, willing to work on Saturday

Technical Skills

  • Business Development
  • Complaint Handling
  • Customer Service
  • Process Improvement
  • Sales