Operations Executive (New Head Count)


Technical Skills

  • Compliance
  • Life Insurance
  • Marketing
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Word
  • Record keeping
  • Sales

Job Description

Operations Executive (New Head Count)

Location: Taikoo Shing

Job Description :

  • Provide case management support on life insurance application
  • Liaise closely with Sales and Marketing team in support of their business building initiatives
  • Assist with medical examination / re-test / additional test arrangement
  • Provide overview and strategy on each case submission
  • Ensure information and application documents are in order
  • Submit and liaise with insurers on application
  • Maintain good record keeping of each application.
  • Update progress on pending case report and inforce list 
  • Liaise on client’s travel reimbursement / commission payment / referral fee payment
  • Ensure application / premium payment fulfils internal compliance guideline
  • Handle ownership transfer within 1st policy year
  • Familiar with product features / insurers application process / bank credit process
  • High sense of responsibility and job ownership
  • Participate in general improvement of internal process

Job Requirement :

  • Bachelor degree or equivalent 
  • At least 1-3 years of relevant working experience in the banking / insurance broking industry
  • Good command of written and spoken English and Chinese, proficiency in Putonghua will be an advantage
  • Proficient in MS Office applications (Excel, Word,PowerPoint, etc) 
  • Willingness and ability to share and impart knowledge & skills to team members
  • Detail-minded, well-organized and possess good interpersonal skills and high level of accuracy 

Interested parties should send their CVs with expected salary to the following email: [email redacted, apply via Jobable]  

All information provided by applicants will be used for recruitment related purposes and handled in strict confidence by authorized personnel. The personal data collected will be destroyed after three months.

Employment TypeFull-time
Education LevelBachelor
LanguageEnglish, Cantonese, Mandarin (Putonghua)