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理財顧問索引
英國保誠為全球首屈一指的保險公司之一,共僱有約800名員工,並為香港提供人壽保險、醫療及一般保險、僱員福利及投資計劃。我們的總辦事處設於中環。為配合我們的業務發展,我們誠邀閣下申請以下職位:(暫時只提供英文資料)

 Actuarial & Finance
 Agency Administration
 Customer Service
 General Insurance & Employee Benefits
 Information Technology
 Legal & Compliance
 Life Administration
 Marketing
 Medical
 Office Support
 Partnership Distribution

Actuarial & Finance
Senior Manager, Product Management (Ref: SM-P-ACT)
Responsibilities:
  • Manage the actuarial robustness of new and redesigned products, as well as ensuring regulatory compliance of these products.
  • Collaborate with marketing and distribution channels on product development and understanding customers’ needs to develop high impact products.
  • Evaluate financial feasibilities of product ideas and source for risks mitigation solutions
  • Perform robust actuarial analysis under various financial reporting measures (including IFRS, EEV, MCEV, Solvency II basis) leading to approval requests for local management, regional and UK review
  • Participate in designing appropriate sales incentive schemes, and carry out regular competitive benchmarking
  • Develop effective working relationships within the Fin & Act group and across the organisation
  • Build and develop talent within the actuarial team and act as a coach/mentor when required
  • Actively participate in and contribute to projects, as assigned by the Director of Product Management

Requirements:
  • The individual will have a demonstrated record of success with a minimum of 4 years post-qualification experience in the insurance industry, and a minimum 3 years in pricing and product actuarial. Understanding and familiarity of the insurance industry in Hong Kong is preferred.
  • Fellow of the Society of Actuaries or equivalent
  • Strong understanding of local HK regulations, life insurance products and operating structures
  • Ability to quickly adapt to changing priorities and to multiple business functions
  • Excellent communication and presentation skills
  • Proven people management skills (experience with managing teams)
  • Ability to work with diverse personalities, cultures and business practices inherent to an international organisation

Senior Manager/ Manager, Strategy & Projects
Responsibilities:
  • Drive the development of business growth/operational efficiency objectives and feed them into analytical frameworks and provide related data/supporting information.
  • Act as a senior individual contributor to manage assigned projects from inception to completion, including establishing projects plans, developing user requirements and user acceptance test, tracking progress, and reviewing results.
  • Lead business analysis and utilize structured problem solving methodology to develop solutions, work plans and recommendations to management.
  • Work effectively with cross-functional departments and external parties to ensure projects are delivered on time and within budget.
  • Support in driving strategic agenda, identifying business opportunity and developing the respective strategies.

Requirements:
  • University degree holder, preferably have an advanced degree
  • PMP certification is an advantage
  • At least 8 years’ experience in Financial Services, preferably in insurance sector with experience in project management
  • Breadth of knowledge in dealing with multi-faceted business
  • Strong business acumen is required, with excellent oral, reporting writing and presentation skills
  • Solid experience and proven track record in professional project management
  • Strong quantitative, analytical, problem solving and presentation skills
  • Highly professional character with excellent communication and interpersonal skills
  • Ability to build, maintain and manage trusted relationships with team and stakeholders
  • Experience in dealing with senior management
  • Demonstrated willingness to be hands on

Manager, Finance (Ref: M-TFT)
Responsibilities:
  • To assist in implementation and managing changes in treasury and investment accounting and operations in Finance department
  • Liaise with fund managers and bankers to define and agree investment / banking change processes
  • Deliver quality project deliverables such as implementation plan, solution design, integration and transition plan, etc for impacted processes on a timely manner
  • Devise and implement control procedures to assure data integrity and quality assurance of deliverables
  • To identify and define business requirements; prepare user requirement; review functional design specification; plan and perform UAT; compile user manual and arrange user training
  • Manage stakeholders effectively to ensure a timely implementation of changes and smooth transition compliant with corporate governance and regulations
  • Conduct projects post-implementation reviews, establish improvement plan, monitor the progress and provide supports to business as usual

Requirements:
  • Degree holder major in Accounting or finance and a qualified accountant
  • Minimum 6 years relevant experience in which 3 years at supervisory level
  • Solid experience in treasury operation, cash management and investment accounting
  • Highly organized self-starter with the ability to lead multiple projects and meet deadlines
  • Excellent interpersonal skills and ability to communicate effectively with all levels across organizational boundaries and external partners
  • Able to foster changes and work under pressure
  • Experience in system implementation is an advantages
  • Knowledge in life insurance and insurance accounting preferable
  • Excellent in spoken and written English and Chinese

Assistant Manager, Finance
Responsibilities:
  • Supervise Linked Fund team to ensure timeliness, completeness, accuracy and compliance of daily tasks and month end closing
  • Perform analytical study and performance review on out Linked Fund products, compare with competitors’ and market trend
  • Review and refine operating procedures, prepare procedure manual and improve existing internal control
  • Independently monitor new funds setup process which includes liaison with internal and external parties and performing user acceptance test (UAT)
  • Take lead in new and enhancement projects which include preparing user requirement, liaison with It and other related parties and performing user acceptance test (UAT)
  • Keep book records and provide analysis on investment accounting portfolios
  • Carry out ad hoc task as assigned

Requirements:
  • Degree or above with at least 4 years working experience in accounting or related field with 2 years supervisory experience
  • Experience in linked fund operation and reporting
  • Experience in project and system development
  • Knowledge in investment accounting is an asset
  • Possess strong analytical skill
  • Proficiency in MS Office
  • Knowledge in SUN Account and Macro is an advantage

Finance Leadership Programme (Ref: FLP)
Responsibilities:
    Join Prudential’s development programme to brighten and accelerate your career. This is a 3-year programme featuring on on-the-job development, cross departmental rotation and regional financial management development opportunities.

    If you are keen to accelerate and grow your career in a leading multinational organization, then this is an ideal opportunity.

Requirements:
  • Possess university degree with 3-5 years working experience preferably in life insurance company or Big Four accounting firms
  • Possess professional qualification (e.g. ACCA, CPA, CFA, etc.)
  • Be ambitous and result oriented
  • Have strong analytical skills and high attention to details
  • Be capable to work well under pressure
  • Be an excellent communicator with fluency in written and spoken English and Chinese

Senior Officer, Finance
Responsibilities:
  • To handle Linked Fund operation tasks
  • Maintain investment accounting portfolio records and perform analytical study and performance review on our Linked Fund products in order to compare with market trend
  • Highly involved in new and enhancement projects development and enhancement
  • Perform analytical study to support management decision
  • Carry out ad hoc task as assigned

Requirements:
  • Degree in Accounting, Business or related field with at least 5 years of relevant experience (exposure in insurance industry and investment accounting is definitely an assets)
  • Experience in linked fund operation and reporting will be highly preferred
  • Knowledge in SUN Account and Macro
  • Proficiency in MS Excel and Word
  • Initiative, independent, analytical, patient and able to work under pressure

Officer, Finance Project & System
Responsibilities:
  • To collect, analyze and translate Finance user’s requirement into specifications and documents
  • To participate in reviewing and testing application system, ensuring that system generated deliverables achieve anticipated business benefits
  • Coordinate system changes/upgrades with key stakeholders, execute and document of UAT and Steer rollouts including user trainings
  • To administer the daily maintenance operations of the accounting and other systems, to investigate and provide solutions to business issues arising from these systems

Requirements:
  • Degree in Accounting, Business, IT or related field
  • Knowledge in SQL and proficient with MS Office application (especially in Access and Excel)
  • Ability to work on multiple projects simultaneously and with people at all level
  • Initiative, independent, analytical, patient and able to work under pressure
  • Strong written and verbal communication skills, proficiency in both spoken and written English and Chinese
  • 1-2 years relevant experience and/or exposure in insurance industry is definitely as asset
  • Fresh graduate will also be considered

Contract Assistant Manager, Finance
Responsibilities:
  • The candidate will be assigned to projects and assist in planning, implementing and managing changes in finance system, operations and reporting standards.
  • Define and analyze change impact in order to provide effective solutions and support to users
  • Collaborate with finance users and IT to (1) define business requirements, (2) lead UAT, (3) implement changes including interfaces between operations systems and accoutring system and (4) conduct user training
  • Develop financial models and enhance operational efficiency to cope with various reporting processes
  • Devise and implement control procedures to assure data integrity ad quality assurance of deliverables
  • Implement changes to the chart of accounts and new reporting standards Document manuals and procedures of finance processes.

Requirements:
  • Qualified accountant with a recognized degree in Finance / Accounting / Business Commerce
  • At least 5 years relevant working experience in major insurance companies and / or large scale project implementation. In which 3 years at supervisory / management level
  • Strong technical knowledge in financial accoutring, controls and processes
  • Working knowledge on IT aspect (Lotus Notes, Windows NT, Sun System)
  • Proficiency in computer skills such as MS Office, Visual Basic and Brio Query
  • Strong project management and ability to work effectively across organizational boundary
  • Good interpersonal skills and ability to communicate effectively with all levels
  • Ability to multi-task and be flexible in adapting to changing priorities and to work independently with limited Supervision
  • Strong written and verbal language skills in Cantonese and English

Contract Assistant Manager, Finance (Ref: AM-TFT)
Responsibilities:
  • Review Linked Fund operation tasks to ensure timeliness, completeness, accuracy and compliance of daily tasks
  • Perform business analysis and performance review on Linked Fund products
  • Involve in projects development and enhancement
  • Maintain Linked Funds and investment accounting records
  • Develop and implement Company’s accounting policies, procedures and internal control

Requirements:
  • Degree holder major in Accounting or Finance and a qualified accountant
  • Minimum 6 years relevant experience
  • Solid experience in linked fund operation and investment accounting
  • Excellent analytical, communication and interpersonal skills
  • Knowledge in life insurance and insurance accounting preferable
  • Excellent in spoken and written English and Chinese

Business Analyst, Finance (1-year Contract)
Responsibilities:
  • Design and build financial modeling to support process changes
  • Collaborate with internal parties to identify and define user requirements, process documentation and user acceptance test plans
  • Coordinate Finance users to participate in final UAT and implementation
  • Produce user-guide and training materials to stakeholders
  • Conduct post-implementation reviews, establish improvement plans and monitor progress

Requirements:
  • Degree in Finance/Accounting/Business or related field with at least 6 years of working experience of which minimum 3 years in project management or business analyst specialized in Finance processes
  • Experience in accounting system migration and related projects is an advantage
  • Knowledge in SUN Accounting System,/Insurance accounting/Microsoft Office Suite, VB and Brio Query is an asset
  • Ability to multi-task; work and communicate with people at all level
  • Initiative, independent and analytical

Contract Senior Officer, Finance (Ref: SO-TFT)
Responsibilities:
  • Review Linked Fund operation tasks to ensure timeliness, completeness, accuracy and compliance of daily tasks
  • Perform business analysis and performance review on Linked Fund products
  • Involve in projects development and enhancement
  • Maintain Linked Funds and investment accounting records
  • Develop and implement Company’s accounting policies, procedures and internal control

Requirements:
  • Degree holder major in Accounting or Finance and a qualified accountant
  • Minimum 4 years relevant experience in fund trade and UAT
  • Solid experience in linked fund operation and investment accounting
  • Excellent analytical, communication and interpersonal skills
  • Knowledge in life insurance and insurance accounting preferable
  • Excellent in spoken and written English and Chinese

 


Agency Administration
Manager, Agency Training (Ref.: M-AT)
Responsibilities:
  • Assist the Director to plan, organize & direct resources within the Agency Training Department function to implement & formulate training strategies to address the Agency’ short-term to long-term productivity goals and selling professionalism
  • Review and evaluate learning & development methodologies to cope with agency force growth & emerging demographic characteristics of the Agency
  • Build strategic relationship with agency leaders to learn about training issues & partnership opportunities
  • Lead and manage a team of professional to ensure quality services and training support to agents are delivered
  • Prepare management reports for Section Head and monitor budget and manpower utilization

Requirements:
  • Degree holder with a professional qualification in Life Insurance including FLMI (Fellow, Life Management Institute), CFP and FChFP is preferable
  • At least 7 years’ of training experience preferably in agency related aspects with 3 to 5 years supervisory experience
  • Familiar with agency culture and strong project management experience
  • Good knowledge of insurance industry & financial planning profession
  • Good analytical, interpersonal & presentation skills
  • Proficient in MS Office
  • Good command of both spoken and written English and Chinese

Assistant Manager, Agency Training (Ref.: AM-AT)
Responsibilities:
  • Develop & organize the production of training materials for IIQE Examination, new agent training and team logistics
  • Proactively identify training gaps on product & sales training skills
  • Liaise & coordinate with external consultants on special training program
  • Monitor the overall quality of training delivery and course effectiveness

Requirements:
  • Bachelor Degree with a professional qualification
  • Minimum 5 years of training experience. Agency training experience would be an advantage
  • Familiar with agency culture and strong project management experience
  • Good knowledge of insurance industry & financial planning profession
  • Good analytical, interpersonal & presentation skills
  • Proficient in MS Office

Senior Officer, Agency Professional Development
Responsibilities:
  • Assist the Managers to plan and execute the recruitment programs to attract more potential candidates to join the agency force
  • Plan and organize recruitment events
  • Design and implement recruitment incentives
  • Prepare write up for agency magazine and marketing materials
  • Prepare the recruitment incentives progress tracking reports
  • Develop recruitment tools
  • Prepare the financial schemes for the new recruits
  • Foster the connections with universities for campus recruitment and business internship program
  • Provide recruitment supports to respective agency leaders
  • Analysis the recruitment data

Requirements:
  • Degree holder of any disciplines
  • At least 3 years of relevant experience in insurance related aspects
  • Agency recruitment experience is preferred
  • Hands on experience in organizing event and publication
  • Familiar with agency culture and hands on experience in dealing with agency leaders
  • Able to handle multiple tasks and meet tight deadlines
  • Excellent interpersonal and communication skills
  • Sensitive to figures & strong analytical skills
  • Detailed mind and the ability to handle uncertainty
  • Good command of both spoken and written English and Chinese

Officer, Agency Operations (Ref: OF-AO/AA)
Responsibilities:
  • Handle daily operations and activities in relation to agency office monitoring, agency fringe benefit, maintain agency staff record and personnel record maintenance
  • Provide administrative support to agency sales
  • Monitors daily operation and in keeping up with productivity and service standard

Requirements:
  • Diploma / Higher Diploma holder
  • Minimum 2 years relevant working experience in Agency Administration
  • Good interpersonal and communication skills
  • Good command of both spoken and written English and Chinese
  • Proficient in MS Office

 


Customer Service
Manager, Customer Service (Ref: MGR/CSHLO)
Responsibilities:
  • Lead the outbound team to pro-actively call customers on their enquiries/requests about our products
  • To manage the daily operation of the team through effective analysis, forecasting, planning, monitoring, in addition to quality, capacity and people management
  • Identify service gaps of the Call Centre and to ensure the staff follow proper procedures and best practices with productivity and work quality up to required standard
  • To review and update all procedures, practices and service delivery standards relevant to the Hotline are updated timely and ensure they are complied with regulatory and internal requirements
  • Motivate, coach and develop staff to ensure top performance and achievement of individual, team and department objectives
  • Handle any assigned projects and system enhancements

Requirements:
  • Degree holder with minimum 7 years’ working experience in customer/sales service environment with complaint management exposure, of which 3 years in managerial level, preferably gained from insurance / financial industry
  • Highly organized self-starter,, able to pilot changes and work under pressure
  • Forward thinking, pro-active, customer focused and result oriented
  • Good leadership and problem solving skills
  • Able and enjoy to work with people of diverse backgrounds with good interpersonal skill
  • Excellent spoken and written English and Chinese (including Mandarin)

Manager, Project Management (Ref. M/PMT/CS)
Responsibilities:
  • To manage projects with primary focus on reviewing Customer Service operational processes and liaising with relevant parties to develop process/system improvement plans
  • To coordinate with relevant parties to identify and define business requirements; prepare User Requirement; review Functional Design Specification; plan and perform UAT; compile user manual and arrange user training
  • To update the project plans; Project Prioritization List; production incident log; workflows and well communicated to Customer Service Team Leaders timely
  • Capable of challenging work practices and present options and recommendations on changes and initiatives, which will impact on customer experience/business success

Requirements:
  • Degree holder in Information Systems or any disciplines, with FLMI & ACS is an added advantage
  • Minimum 10 years’ experience in insurance or financial industry, of which minimum 3 years project management/business analysis experience
  • Good presentation; highly organized self-starter with the ability to lead multiple projects and meet deadlines
  • Strategic; forward thinking; customer focused and result oriented
  • Able to pilot changes and work under pressure
  • Excellent spoken and written English and Chinese

Assistant Manager, Project and Development Team
Responsibilities:
  • Liaise and collaborate between relevant parties to launch and revamp Customer Service operational process, conduct review and develop processes/system improvement plans
  • Manage all aspects of the Customer Service Projects, including budget, schedule, quality, and scope
  • Support strategic projects by coordinating with business users from various departments for requirements gathering & undertake impact analysis for proposed solutions
  • Coordinate with relevant parties to identify & define business requirements; prepare User Requirement; review Functional Design Specification; plan & perform UAT; compile user manual & arrange user training
  • To update the project plans; Project Prioritization List; production incident log; updating workflows and well communicated to Customer Service Team Leaders timely
  • Capable of challenging work practices and present options & recommendations on changes and initiatives, which will impact on customer experience/business success.

Requirements:
  • Degree holder in Information Systems or any disciplines, with FLMI & ACS is an added advantage
  • Minimum 6 years’ experience in insurance or financial industry, of which minimum 4 years project management/business analysis experience
  • Good presentation; highly organized self-starter with the ability to lead multiple projects and meet deadlines
  • Strong analytical, logical, problem solving skills and business acumen Excellent spoken and written English and Chinese

Senior Officer, Customer Feedback & Correspondence
Responsibilities:
  • Respond to customer feedback in a timely and professional manner
  • To carry out investigation on complaint cases and strive to find a speedy/effective solution/service to customers’ concerns/requests on insurance products and services
  • To interact with complainants in response to their concerns by telephone/in person or in writing
  • Communicate and coordinate with relevant parties to obtain and evaluate all relevant information for complaints handling and ensure all investigation actions taken are complied with procedures
  • To support the customer counter service on need basis

Requirements:
  • Degree holder with minimum 5 years’ customer service experience, preferably with experience in handling customer complaints
  • Understanding of insurance is preferred
  • Customer focused, detail-minded and able to meet tight deadline
  • Proactive; strong problem solving and interpersonal skills
  • Good writing skills and a pleasant telephone manner are essential
  • Good spoken and written English and Chinese (including Mandarin)

Senior Officer / Officer, Customer Service
Responsibilities:
  • Respond to customer feedback in a timely and professional manner
  • Provide and process information in response to their feedback, concerns and requests about insurance products and services
  • Communicate and coordinate with relevant parties to obtain and evaluate all relevant information
  • Resolve customer dissatisfaction and proactively build long term trust with customers
  • Assist in improving operational efficiency and organizational effectiveness
  • Provide other policy servicing support upon required

Requirements:
  • Degree holder with minimum 3 years customer service experience, preferably with experience in handling customer complaints
  • Understanding of insurance is preferred
  • Good writing skills and a pleasant telephone manner are essential
  • Good spoken and written English and Chinese (including Mandarin)
  • Strong problem solving and interpersonal skills
  • Customer focused, high flexibility and able to meet tight deadline
  • Shift duty may be required (from Monday to Saturday, no overnight shift duty will be required) Candidate with less experience may be considered as Officer.

Customer Service Ambassador, Customer Service
Responsibilities:
  • Interact with walk-in customers and provide first point of contact in response general enquiries
  • Make use of queuing system to lead and escort clients to the appropriate counter for service
  • Proactively build trust with customers in exceeding their expectation and minimize the negative impact on customer experience at counters
  • Assist in improving operational efficiency and organizational effectiveness by presenting opinions and recommendations on changes and initiatives
  • Provide administrative support to counters

Requirements:
  • F.7 or above with minimum 1 year’s customer service / face-to-face service experience, preferably gained from insurance industry
  • Good spoken and written English and Chinese (including Mandarin)
  • Proactive, positive and highly organized
  • Customer focused and able to work under pressure

 


General Insurance & Employee Benefits
Senior Manager, Operations
Responsibilities:
  • Manages and develops PRUgeneb and related peripheral systems and their related functionality
  • Supports new business opportunities and development, drives new initiatives to accomplish departmental target and company-wide objectives
  • Promotes the operation efficiency with the use of technology
  • Lead the Policy Administration Team for General Insurance lines of business (except medical)
  • Reviews and manages the reinsurance arrangement

Requirements:
  • Degree or professional insurance qualification in General Insurance or Business Administration
  • 10-12 years of experience in the insurance industry with at least 5 years in managerial role in GI and/or EB administration and project management
  • Experience with projects on process improvement is an advantage
  • Possesses good inter-personal skill and enjoys working as partners with other business units
  • Commits to changes and always looks for improvement
  • Demonstrates quality leadership and ability to inspire and motivate subordinates
  • Excellent command of both spoken and written English and Chinese
  • Proficiency in MS applications

Senior Marketing Officer, GIEB (Ref.: SMO-GIEB)
Responsibilities:
  • Executes the agreed marketing activities for general insurance and group business
  • Develop and enhance general insurance and group products to increase sales
  • Ensures the provision of efficient marketing support including using electronic means to general insurance and group business.
  • Arranges technical training to intermediaries
  • Administers GI reinsurance programme to provide best facilities to GI operations.

Requirements:
  • Familiar with marketing activities or product development for insurance products.
  • Possesses good sense in IT as an alternative means of communication and distribution.
  • Ability to gather and analyse statistics as controlling tool.
  • Possesses inter-personal skill, enjoys meeting and working with people of different backgrounds and the ability to communicate effectively.
  • Ability to lead a small team to share commitment and success

Senior Administration Officer, GIEB (Contract)
Responsibilities:
  • Handle medical insurance claims administration, including in and out patient claims
  • Provide quality services to intermediaries and customers
  • Monitors daily operation and in keeping up with productivity and service standard

Requirements:
  • F.7 or above, preferably with progress in insurance related qualifications
  • Minimum 3 years relevant experience in general insurance industry, experience on medical insurance or supervisory skill will be an advantage
  • Proficiency in MS office
  • Good communication skills in both English and Chinese

Senior Officer, General Administration & Medical
Responsibilities:
  • to provide quality policy administration and customer services to customers of individual medical policies
  • to provide regular reports and monitor the service turnaround time
  • to assist the supervisor in monitoring teammates' performance

Requirements:
  • Tertiary educated, preferably with Bachelor Degree
  • Minimum 5 years' working experience in policy administration service, prefer in medical business and through agency channel
  • Experience in handling complaints as an advantage
  • Good communication skills

Senior Policy Administration Officer, GIEB
Responsibilities:
  • Achieves budgeted sales target and the agreed portfolio mix
  • Ensures an efficient and effective back office support to agents, brokers and other distribution channels
  • Monitors day-to-day business operation and in keeping up with productivity, underwriting and service standard
  • Supervises the subordinates to meet production demands in issuing policy and auxiliary documents speedily and accurately
  • Exercises control on Cover Notes, prompt and accurate delivery of policy and auxiliaries
  • Ensures all regulations are complied with in accordance to the requirement of the Company and the relevant Authorities

Requirements:
  • Degree or professional insurance qualification
  • 4-5 years of related experience in the general insurance industry
  • Familiar with market insurance policy wordings and practices
  • Ability to lead a small team to share commitment and success
  • Ability to interact and communicate effectively with intermediaries

Senior Account Executive / Account Executive
Responsibilities:
  • Achieve budgeted employee benefits target by providing sales support on agency channel.
  • Maintain underwriting and service standard in risks selection and acceptance.
  • Provide training and briefings to agents in selling group medical and group life products.
  • Keep abreast of market trend and development.
  • Keep track of productivity by means of workflow and servicing standard.

Requirements:
  • Form 7 or above with professional insurance qualification ACII / ANZIIF / FLMI preferably.
  • Minimum 4 years of experience in employee benefits.
  • Possess ability to motivate and communicate with business partners.
  • Well organized with strong sense of responsibility.
  • Good command of both spoken and written English and Chinese.
  • Proficient in MS Word, Excel and Power Point.
  • Less experience will be considered as Account Executive

Group Admin & Medical Officer (Ref. Claims)
Responsibilities:
  • Assist the Manager for daily operation of individual and group medical insurance businesses
  • Perform medical claims adjudication and underwriting
  • Handle administrative duties and prepare daily reports
  • Assist in developing user requirement and perform user-acceptance testing
  • Provide customer services to clients

Requirements:
  • Degree holder, preferably with progress in insurance related qualifications
  • Minimum 2 years relevant experience in insurance industry, experience in medical insurance business will be an advantage
  • Good interpersonal and communication skills
  • Candidate with lesser experience will be considered as 'Assistant Officer' grade

Project Officer, GIEB
Responsibilities:
  • Participate in project and resolve project issues
  • Work as team members for the delivery of the project goals
  • Prepare good documentation and clerical supports
  • Share responsibilities with other business teams for daily issues
  • Handle Ad Hoc duties

Requirements:
  • Degree holders with 2 years experience in project assignments
  • Good command of both English and Chinese
  • Self-motivated and able to meet tight deadline
  • Familiar with MS applications

Assistant Account Executive, GIEB
Responsibilities:
  • Provides sales supports to senior team members in delivering account services
  • Assist manager to write business in accordance to company underwriting guidelines.
  • Assists to maintain underwriting and service standard in risks selection and acceptance
  • Keeps track of productivity by means of work flow and servicing standard
  • Supports training, coaching and motivation to financial consultants in selling general insurance products
  • Co-ordinates between back office and all sales channel with least complaints

Requirements:
  • F.7 or above with professional insurance qualification will be an advantage
  • 2 to 3 years of experience in dealing with distributors or intermediaries and familiar with general insurance industry
  • Familiar with market insurance policy wording and practices
  • Ability to interact and communicate effectively with intermediaries
  • Proficient in using computer applications
  • Good command of both spoken and written English and Chinese
  • Candidate with less experiences will be considered for the position of Business Development Assistant

Claims Officer, GIEB
Responsibilities:
  • Assist in supervising a team of subordinates
  • Meets claim settlement demands in registering and settling claims speedily and accurately
  • Settles claims and approves work done by subordinates within authority set
  • Identifies and handles suspicious/fraudulent claims
  • Answers telephone enquiry of claims
  • Appoints and liaises with investigators/adjusters/doctors in claims investigation and settlement within authority given
  • Ensures outstanding/recovery cases are followed up energetically and constantly
  • Handles other routine claims job like filing of claims file

Requirements:
  • Matriculated or progress in professional insurance qualification
  • 3-4 years of insurance experience is required
  • Willingness to excel and the ability to establish standards
  • Excellent command of both spoken and written English and Chinese
  • Proficiency in MS applications
  • Candidate with less experiences will be considered for Assistant Claims Officer

Assistant Policy Administration Officer, GIEB
Responsibilities:
  • Data capture, review & issue the policy applications, quotations, renewal, endorsements and policy amendments and follow up agent enquiries
  • Ensure all business specifications are complied with in accordance with the underwriting guidelines
  • Provide ad hoc administrative support as necessary

Requirements:
  • F.6 or above, preferably with professional insurance qualifications
  • 2 to 3 years relevant experience in general insurance industry
  • Self-motivated and detail-oriented
  • Excellent interpersonal and problem solving skills
  • Good communication skills in both English and Chinese
  • Proficient in MS applications

Assistant Group Administration and Medical Officer
Responsibilities:
  • Assist for daily operation of individual and group medical insurance businesses
  • Perform medical claims adjudication and underwriting
  • Handle administrative duties and prepare daily reports
  • Assist in developing user requirement and perform user-acceptance testing
  • Provide customer services to clients

Requirements:
  • F.7 or above, preferably with progress in insurance related qualifications
  • Min. 2 years relevant working experience in insurance industry, experience in medical insurance business will be an advantage
  • Good interpersonal and communication skills
  • Proficient in MS Office application, including word & excel and Chinese typing
  • Good command of both spoken and written English and Chinese

Assistant Group Admin & Medical Officer (Claims)
Responsibilities:
  • Assist for daily operation of individual and group medical insurance businesses
  • Perform medical claims adjudication and underwriting
  • Handle administrative duties and prepare daily reports
  • Assist in developing user requirement and perform user-acceptance testing
  • Provide customer services to clients

Requirements:
  • F.7 or above, preferably with progress in insurance related qualifications
  • Min. 2 years relevant working experience in insurance industry, experience in medical insurance business will be an advantage
  • Good interpersonal and communication skills
  • Proficient in MS Office application, including word & excel and Chinese typing
  • Good command of both spoken and written English and Chinese

Assistant Account Executive (Ref.: AAE-GIEB)
Responsibilities:
  • Provides sales supports to senior team members in delivering account services
  • Assist manager to write business in accordance to company underwriting guidelines.
  • Assists to maintain underwriting and service standard in risks selection and acceptance
  • Keeps track of productivity by means of work flow and servicing standard
  • Supports training, coaching and motivation to financial consultants in selling general insurance products
  • Co-ordinates between back office and all sales channel with least complaints

Requirements:
  • F.7 or above with professional insurance qualification will be an advantage
  • 2 to 3 years of experience in dealing with distributors or intermediaries and familiar with general insurance industry
  • Familiar with market insurance policy wording and practices
  • Ability to interact and communicate effectively with intermediaries
  • Proficient in using computer applications
  • Good command of both spoken and written English and Chinese
  • Candidate with less experiences will be considered for the position of Business Development Assistant

Project Officer (1-year Contract)
Responsibilities:
  • Participate in project and resolve project issues
  • Work as team members for the delivery of the project goals
  • Prepare good documentation and clerical supports
  • Share responsibilities with other business teams for daily issues
  • Handle Ad Hoc duties

Requirements:
  • Degree holders with 2 years experience in project assignments
  • Good command of both English and Chinese
  • Self-motivated and able to meet tight deadline
  • Familiar with MS applications

 


Information Technology
Manager, Operation Support (Ref: MGR/OS/DC)
Responsibilities:
  • Develop improvement plans with Application Team and Computer Operations Team to fine tune the online performance, batch jobs, elapsed time and systems capacity
  • Lead a team of Operation Support staff to work closely with change management, technical support teams and vendors
  • Manage the overall recovery process which included applications/systems backup/restore/disaster recovery and business continuity process
  • Manage and track the daily production problems, systems capacity and performance
  • Manage day-to-day operational and infrastructure activities to ensure all services and regulatory are met

Requirements:
  • Degree in Computer Studies, or related disciplines; ITIL V3 certified is preferable
  • Minimum 8 years’work experience in data centre operations in insurance/banking/finance sectors, including desktop, Wintel/Unix/DB operations, job scheduling, Citrix environment and project management
  • Knowledge in automated operations such as BMC, Control-M
  • Able to work independently and work under pressure

Senior Analyst Programmer (Ref: ES3/SAP)
Responsibilities:
  • Responsible for customizing, enhancing and maintaining application systems
  • Provide day-to-day system support
  • Lead and guide developers to complete assigned jobs and ensure service levels are met
  • Ensure auditory and regulatory compliance

Requirements:
  • Degree in Computer Studies or related disciplines
  • Minimum 4 years’ working experience in IT
  • Solid experience in application development in Java, WebSphere and RDBMS
  • Good command of both written and spoken English and Chinese

Contract Senior Analyst Programmer (Ref: ES3/CSAP)
Responsibilities:
  • Responsible for customizing, enhancing and maintaining application systems
  • Provide day-to-day system support
  • Lead and guide developers to complete assigned jobs and ensure service levels are met
  • Ensure auditory and regulatory compliance

Requirements:
  • Degree in Computer Studies or related disciplines
  • Minimum 4 years’ working experience in IT
  • Solid experience in application development in Java, WebSphere and RDBMS
  • Good command of both written and spoken English and Chinese

Contract Systems Analyst (Ref: ES3/CSA)
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users
  • Prepare project schedule and resources requirements, and assist IT Team Leader to monitor project progress
  • Prepare systems design specifications
  • Conduct user requirements collection, systems analysis and design, and co-ordinate testing and implementation activities
  • Perform impact analysis; analyze and assist users in defining requirements
  • Ensure unit testing, systems and integration testing (SIT), and user acceptance testing (UAT) are properly performed before implementation
  • Ensure service levels are met

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 6 years’ working experience in IT
  • Solid experience in application development in Java, WebSphere and RDBMS
  • Good command of both written and spoken English and Chinese

 


Legal & Compliance
Compliance Manager (Ref.: COMMGR-L&C)
Responsibilities:
  • To review sales materials, marketing materials and product documents produced by the Company or sales force; and ensure that all these documents comply with the Business Code of Conduct, internal requirements, and all statutory and regulatory requirements.
  • To provide compliance advice:
  • To provide advice & guidance on regulatory/compliance issues to staff / sales forces.
  • To provide advice in regular meetings for product development.
  • To provide advice with respect to new business initiatives and assigned projects.
  • To assist in implementation of new laws and regulatory requirements.
  • To prepare, review and update the Company’s compliance policies, procedures, guidelines, manuals and handbooks.
  • To provide compliance training to staffs / sales force on compliance issues; and to prepare, review and update the relevant training materials.
  • To handle ad-hoc projects.

Requirements:
  • Degree holder with major in Law, Accounting, Finance or related discipline; an insurance related qualification will be an advantage
  • Minimum of 7 years experience in Compliance or Audit in life insurance companies or banks.
  • Good knowledge of life insurance, general insurance, and investment products
  • Good knowledge of regulatory requirements, life insurance operations and agency administration
  • Good in both written and spoken English and Chinese
  • Computer literate
  • Effective communication and management skills

 


Life Administration
Senior Manager, Technical Service
Responsibilities:
  • Act as liaison between department end-users and IT Application Teams.
  • Lead a team of Analysts to identify and define business requirements, plan and perform UAT, prepare user manual and conduct user training.
  • Review functional specification from business perspective to ensure user requested functions are met.
  • Manage projects to meet the Company’s strategy and direction.
  • Support department end-users to implement measures with high efficiency, control and service standards as well as providing professional advice
  • Coach and develop team members in professional standard, to gain business and technical knowledge.
  • Provide guidance to the team in full SDLC cycle.
  • Analyze complex production problems, co-ordinate the problem resolution and reinforce the post-implementation monitoring and quality assurance measures.
  • Assist in planning the resources, project progress monitoring and monitoring the performance of the section

Requirements:
  • Degree holder or above in Business, Information Systems or related disciplines
  • Over 12 years of experience in insurance and/or Banking and finance sectors with at least 5 years solid project management and business analysis experience
  • Possess extensive knowledge of business processes in Life Insurance industry
  • Proven leadership, project and people management, problem solving and decision-making skills is vital
  • Strong interpersonal and negotiation skills.
  • Strong communication skills, able to communicate well in both business and technical aspects with people from at different levels
  • Good command of both written and spoken English and Chinese.

Manager, Life Administration Project Management
Responsibilities:
  • Drive and execute Life Operations projects including project planning, resources allocation, progress monitoring, coordination with key stakeholders, budget control and project reporting
  • Identify possible solutions and advise key stakeholders to select the optimal solution
  • To lead the team to propose & write up business solutions which best fit the end-users' needs and cost-justified
  • Act as communication bridge between LA Department and IT Department
  • Review FDS to ensure development team's deliverable meets user's expectation
  • Assess project risks and develop effective solution with key stakeholders
  • Prepare user readiness for system implementation, including preparation of User Guides and provide system training etc.
  • Post implementation evaluation
  • Produce regular report (including power point presentation) to Management
  • Regular training and coaching to subordinates

Requirements:
  • Degree from a recognized University; professional qualification in Life Insurance an advantage
  • Minimum of 10 years of hands on project experience preferably in insurance and financial industry
  • Professional knowledge of 6-Sigma or LEAN
  • Strong business sense and passion on service improvement
  • Sound knowledge in Life Insurance an advantage
  • Excellent leadership skills
  • Strong change analysis & delivery skills
  • Strong team player and fast learner who is able to meet tight deadline
  • Good observation skills
  • Excellent MS Office (including Excel, Power point, MS Project and CWP)

Manager, Life Policy Admin
Responsibilities:
  • Assist the Life Policy Administration Head to manage the daily operations to ensure turnaround time and work efficiency
  • Be responsible for all risk management and compliance related projects and assignment e.g. SOX, PDPO
  • Identify areas for improvements, drive and implement changes in Policy Administration for service excellence
  • Prepare training material and conduct training to sales channel
  • Represent the Policy Administration department in the Product Implementation Committee, company projects and other task force to solve production problems
  • Regularly review work flow and procedures in order to implement improvement actions
  • Prepare regular and ad hoc MIS reports and PowerPoint presentations to Senior Management
  • Identify key risk areas in PA and propose recommendation

Requirements:
  • Degree from a recognized University with a professional qualification in Life Insurance such as Fellow of the Life Management Institute (FLMI) or Associate Customer Service (ACS) highly preferred
  • A minimum of 6 years operational experience in individual life insurance
  • Able to build high-performing teams and drive results
  • Proven team management experience
  • Excellent time management and people management skills
  • Able to make sound, high-impact decision under high stressed environment
  • Fluent written and verbal English and Cantonese with knowledge of Mandarin an advantage
  • PC literate, including MS Office, MS Word, Excel, PowerPoint, Chinese Word Processing

Manager, Claims Risk Control (Ref. RC)
Responsibilities:
  • Lead the daily risk control team operation of life claims
  • Analyze claims data and prepare regular management reports on claim trends and experience
  • Co-ordinate with operation teams on handling complaints from customers and insurance regulatory bodies, and recommend for improvement plan
  • Co-ordinate and drive risk control measures on claim process
  • Conduct internal audit to ensure claim process in compliance with claims guidelines and company rules
  • Follow up on external audit findings
  • Participate in inter-departmental risk management projects

Requirements:
  • Degree from a recognized University; professional qualification in Life Insurance an advantage
  • Minimum of 10 years of experience in individual life insurance operations, life claims, actuarial or business analysis
  • Attentive to details and with strong analytical and report presentation skills
  • Good team player with good communication and interpersonal skill
  • Proficiency in written and spoken English and Chinese
  • Good PC knowledge in MS Excel, Words and Powerpoint

Assistant Manager, Life Underwriting & Issue
Responsibilities:
  • Review and approve proposals and suggested cases according to own underwriting authority
  • Supervise and coach staff to provide new business and underwriting services to agency, ensuring a smooth operation with quality underwriting and the attainment of the service benchmark. Conduct training for new underwriters when required.
  • Handle enquiries from agency leaders to facilitate daily operations and conduct training to agents to enhance mutual communications and facilitate the selling process
  • Perform quality control by reviewing pending cases
  • Assist in preparation of monthly operations reports for management and in ad-hoc underwriting projects such as review of underwriting guidelines and manuals update
  • Support planning and identification of improvement opportunities within the Underwriting operations

Requirements:
  • Minimum of 5 years experience in life insurance underwriting of which 2 years in a supervisory role
  • University Degree (Science or Business); Professional qualification in Life Insurance including FLMI (Fellow, Life Management Institute) or ACS (Associate, Customer Service). Medical or nursing qualifications would be highly advantageous
  • Strong interpersonal and communications skills with proficiency in spoken and written English and Chinese
  • Operates with high standards and integrity
  • Ability to multi-task, and handle pressure of a fast-paced environment
  • Solid understanding of the life insurance business.
  • Familiar with MS Office (Word, Excel and Powerpoint)

Assistant Manager / Senior Officer, LPA
Responsibilities:
  • Process policy alternations request and provide control function for processing policy alternations
  • Follow up with agents on pending requirements
  • Update system records and prepare policy endorsements/letters
  • Assist in establishing and setting service standards
  • Conduct quality check and monitor staff adherence to service standards
  • Assist in preparing performance reports for management
  • Coordinate the communication of services and changes in Policy Administration to the agency force/FSC
  • Coach staff to meet organization needs
  • Deploy available resources and arrange job rotation to ensure service is delivered in accordance to service standards

Requirements:
  • Form 5 or above with at least 3 years working experience in life insurance / banking industry
  • Sound technical knowledge of insurance and individual life products
  • Mature and independent with strong commitment
  • Strong analytical, problem solving, decision making skills
  • Excellent interpersonal and problem solving skills
  • Innovative and receptive to changes
  • Excellent written and spoken English & Chinese with good knowledge of Mandarin
  • Proficient in MS Office and Chinese typing

Assistant Manager, Life Claims
Responsibilities:
  • Approve claims within own claims authority and make recommendation to senior for those claims exceeding own authority limit
  • Monitor the claims operational flow in terms of claims turnaround time and quality of outgoing claims correspondence
  • Provide training to internal staff and agencies
  • Provide close supervision and mentoring subordinates to achieve best practice standard
  • Handle enquiries and complaints from customers, agents (including telephone and walk-in where necessary), other insurance regulatory bodies and internal staff
  • Provide claims support in product development / enhancement
  • Take part in departmental / company projects where necessary

Requirements:
  • Minimum of 6 years claims experience in individual life insurance.
  • Degree from a recognized University; professional qualification in Life Insurance including FLMI (Fellow, Life Management Institute), ALHC (Associate, Life and Health Claims), ACS (Associate, Customer Service).
  • Good analytical, interpersonal and communication skills
  • Fluent written and verbal English and Cantonese with knowledge of Mandarin an advantage
  • Proficient in MS Office and Chinese typing

Senior Officer/Officer, Life Underwriting & Issue
Responsibilities:
  • Underwrite and approve medical cases of new business for individual life, changes and revival of existing business, according to own underwriting authority
  • Respond to agents’ enquiries and provide professional and accurate response in accordance with agreed service standard.
  • Liaise with agents on pending cases and service requests
  • Arrange and provide training to agents to enhance mutual communications and facilitate the selling process
  • Participate in ac-hoc underwriting projects such as review of underwriting manuals

Requirements:
  • Degree holder with min. 3 years experience in life insurance underwriting
  • Professional qualification in Life Insurance including FLMI (Fellow, Life Management Institute), ACS (Associate, Customer Service), or partial achievement of these qualifications is an advantage
  • Good interpersonal and communication skills
  • Proficient in spoken and written English and Chinese
  • Familiar with MS office (Word, Excel and PowerPoint)

Senior Officer, Life Admin Project Management
Responsibilities:
  • Assist Project Manager to execute assigned projects across Life Operations including preparing user requirement and test planning, conducting User Acceptance, and coordinate key stakeholders
  • To propose and write up business solutions which best fit the end-users’ needs
  • To write up user manual
  • Facilitate the supervisor to prepare regular reports (including power point presentation) to Management

Requirements:
  • Degree from a recognized University
  • Minimum of 5 years of life operation or projects support
  • Sound knowledge in Life Insurance an advantage
  • A good team player and willing to learn in fast pace environment
  • Self-motivator who can work effectively & independently with minimal instruction / supervision
  • Strong analytical, problem solving, decision making skills
  • Innovative and receptive to changes
  • Excellent MS Office (including Excel, Power point, MS Project and CWP)

Senior Officer / Officer, Life Claims
Responsibilities:
  • Assess and approve claims within own claims authority, make recommendation, and conduct claims investigation where necessary
  • Review long outstanding claims and make decisions within own authority
  • Handle enquiries and complaints from customers, agents (including hotline and walk-in where necessary) and internal staff.
  • Check payment and decline letters where necessary. To sign payment letters where necessary and prepare non-standard payment and decline letters.
  • Assist in monitoring the claims operational flow
  • Regularly prepare operational statistics
  • Support ad hoc projects if required

Requirements:
  • Minimum of 4 years claims experience in individual life insurance.
  • Nursing background (in either local or China) with interest in claims profession will also be considered.
  • Degree from a recognized University
  • FLMI / ALHC qualification is preferred
  • Good analytical, interpersonal and communication skills
  • Proficient in MS Office and Chinese typing

Assistant Officer, Cashiering
Responsibilities:
  • Provide quality cashiering counter service to internal and external customers
  • Record payment transactions and ensure accuracy of reconciliation report
  • Perform preliminary checking on new applications in timely and quality manner
  • Screen documentation
  • Handle daily enquiries from agents and customers in a prompt, courteous and accurate manner

Requirements:
  • F. 5 or above with min 1 year relevant experience, preferably in the banking / insurance industry
  • Experience in customer services / cashiering is an advantage
  • Customer-oriented with good communication
  • Fast and accurate typing skills with proficiency in MS Office and Chinese word processing
  • Willing to work at different agency offices

Assistant Officer, Life Underwriting & Issue
Responsibilities:
  • Respond to agents’ enquiries and provide professional and accurate response in accordance with agreed service standard.
  • Liaise with agents on pending cases and service requests
  • Process data entry for all proposal details.
  • Assist in policy issue and policy schedules matching at month end.
  • Participate in ad-hoc underwriting projects

Requirements:
  • Form 7 or above with min. 2 years experience in handling agency hotline
  • Knowledge in life insurance is a must
  • Customer focused with good interpersonal and communication skills
  • High efficiency and accuracy is required
  • Proficient in spoken and written English and Chinese
  • Familiar with MS office (Chinese Word Processing and Excel)

Administrative Assistant, LUI
Responsibilities:
  • Process data entry for all proposal details
  • Prepare regular report and statistics required by the Management
  • Process all incoming new proposals
  • Assist in policy issue and policy schedules matching at month end.

Requirements:
  • Form 5 or above with min. 2 years experience preferably in life insurance / banking industry
  • Knowledge in life insurance is an advantage
  • Able to meet deadline and work under pressure
  • Good analytical skill including fast and accurate typing skill
  • Good interpersonal and communication skills
  • Proficient in MS Excel, Word and Chinese typing

Administrative Assistant, Life Claims
Responsibilities:
  • Provide clerical support to claims assessor including document arrangement, data entry, cheque handling and other administrative duties
  • Assist claims assessors to follow up claims document from different parties
  • Record and allocate enquiries to claims assessors
  • Check daily cheque issue report
  • Deliver claims correspondence to agents / clients accurately and on time

Requirements:
  • F. 5 or above with 2 year relevant experience, preferably gained from life insurance industry
  • A good team player who is eager to learn and strive for improvement
  • Attention to details with high accuracy rate
  • Good communication and interpersonal skills
  • Proficient in MS Office and Chinese typing

Contract Quality Assurance Analyst (1-year)
Responsibilities:
  • Manage simple project UAT test plans based on user requirement
  • Co-ordinate, execute test cases and document test results and problem logs
  • Maintain UAT problem log and coordinate with IT for problem resolution and investigation
  • Communicate with users and IT staff on carrying testing related issues
  • Provide user support during user acceptance test.
  • Perform other tasks as assigned by project manager / supervisor

Requirements:
  • Diploma / Degree in Business, Information Systems or related disciplines
  • 1 year’s quality assurance and project related experience in insurance / banking and finance sectors; Fresh graduate with strong aspiration and commitment in quality assurance area will also be considered
  • Capable to comprehend both business knowledge and technical knowledge
  • Good interpersonal, presentation and communication skills with sound business sense and detailed-oriented
  • Good analytical skills, problem solving, time management skill and self motivated
  • Able to handle multi-task in a fast-paced environment
  • Good team player and work independently
  • Good written skill in English, and Good command of spoken English and Chinese

 


Marketing
Assistant Manager, Product Management
Responsibilities:
  • Assist Product Manager on individual life insurance product design and implementation to ensure timely delivery of new or revamped products
  • Drive and deliver simple product initiatives independently
  • Work closely with different teams (e.g., Agency, Bancassurance, Life Administration, Information Technology, Actuarial, Marketing, etc.) to resolve issues arising from new product development and implementation
  • Prepare documentation needed to support product development and deployment (e.g., product specification, policy contracts, illustration, etc.)
  • Conduct market research and competitive analysis
  • Coordinate and handle product enquiries and special quotations from distribution
  • Support ad hoc projects as assigned by Product Manager

Requirements:
  • University graduate in any discipline
  • 2-3 years relevant work experience in a life insurance company within Marketing / Product Development
  • Knowledge of life insurance products, good communication and presentation skills

Senior Officer, Customer Strategy
Responsibilities:
  • Conduct customer analyses to identify business opportunities
  • Assist in developing marketing campaigns to help achieve business growth
  • Prepare MIS reporting for management to monitor business performance
  • Participate in the implementation of customer segmentation to optimize marketing efforts
  • Assist in the deployment of predictive models
  • Work closely with local marketing team, IT team and 3rd party vendors to perform analytics work that will maximize the value of Customer Relationships
  • Ensure campaign measurability
  • Build a trusted partner relationship with all stakeholders – Marketing Communications, Data, Operations, etc

Requirements:
  • University degree with a quantitative degree, such as Statistics, Quantitative Analysis for Business, Economics or Mathematics
  • 2-3 years working experiences in database marketing or data mining using SAS, SQL or other data mining techniques
  • Knowledge in statistical modeling
  • Relevant experience in insurance or banking business is preferred
  • Strong marketing sense, with attention to detail
  • Good communication, interpersonal and analytical skills
  • Good command of English, both spoken and written

Manager, Insurance Business Support (1 year)
Responsibilities:
  • To coach and motivate front line professionals to drive sales of insurance products (traditional life, H&P) in order to achieve business target
  • To design, coordinate and manage product events including promotions and training to enhance product knowledge and sales effectiveness
  • To provide effective and constant communications with all distribution channels
  • To identify and develop effective sales kits / tools and campaigns to support distribution channels
  • To establish effective working relationships across the organization

Requirements:
  • University degree of any discipline
  • A minimum of 6 years relevant sales / sales support experience with insurance companies and/or banks and 2 years in supervisory role. Candidates with insurance sales experience are highly preferred
  • Thorough knowledge of insurance products
  • Result oriented, analytical minded and able to work well under pressure
  • Excellent communication and presentation skill
  • Proficiency in written and spoken English and Chinese
  • Familiar with MS Word, Excel & PowerPoint

 


Medical
Clinic Assistant, Medical Centre (Ref.: CA/MED)
Responsibilities:
  • Provide clinical assistant support to doctors including blood taking, injection, etc
  • Perform reception and greeting duties to customers in a professional manner
  • Handle patients’ enquiries and arrange appointments
  • Arrange incoming and outgoing mailings and documentary
  • Dispense and order drugs and supplements, and manage pharmacy stock

Requirements:
  • F.5 or above with min. 1 year experience in clinic service
  • Good interpersonal and communication skills
  • Good command of spoken English and Chinese, knowledge of Mandarin an advantage
  • Proficient in MS Office applications

 


Office Support
Assistant Manager, Office Support
Responsibilities:
  • Degree holder or above in Property Management / Facility Management
  • Minimum 6 years relevant experience of which 3 years should be at supervisory level gained from sizable company
  • Excellent leadership and project management skills
  • Mature, independent, customer-oriented
  • Good in Word, Excel, Powerpoint and Chinese Word Processing and CAD Drawing skill preferable

Requirements:
  • Responsible for the Facilities & Leasing Management
  • Liaise and negotiate with Building Management Office / contractors / vendors / supplies on facilities management
  • Supervise and evaluate the performance and services provided by outsides contractors / vendors / supplies
  • Handle and monitor related service contract renewal and conduct vendor performance appraisal exercise
  • Supervise in administration of real estate matters and ensure the smooth run of operation and facilities management
  • Handle the tendering exercise and contract management of cleaning and maintenance services
  • To prepare incident reports

Receptionist, Office Support (Ref: OS/REC)
Responsibilities:
  • Greet walk-in visitors and handle telephone enquiries
  • Handle room booking and certificate verification
  • Assist in daily office service for both staff and agency
  • Prepare room usage report on monthly basis
  • To make service call for air-conditioning, office equipment, telephone system and washroom

Requirements:
  • F.5 or above
  • Minimum 3 years relevant experience gain from sizable company
  • Responsible, customer-oriented with good communication skills knowledge in PC applicants
  • Proficiency in spoken English and Mandarin
  • Good PC skills in MS Office
  • Required to work on every Saturday from 9am to 1pm

 


Partnership Distribution
Senior Manager, Partnership Operation
Responsibilities:
  • Lead a team of sales administration staff to deliver quality and efficient support to partner sales including mobile sales force, telemarketing sales and brokers
  • Manage a team of staff to produce accurate and timely management information and reconcile sales commission payment
  • Liaise with other support units such as Life Admin, Finance, IT, Compliance to improve the quality and efficiency of overall operation of PDD channel
  • Work closely with Sales heads and senior management team to identify areas of improvements
  • Establish and reinforce management practices and communication processes to ensure professional service standard is achieved
  • Establish measurement and control to monitor staff’s performance and ensure delivery of the agreed service standards with proper job dedication and staff coaching
  • Manage any ad-hoc projects

Requirements:
  • Degree or equivalent qualification
  • A minimum of 3 years’ experience in management role, preferably in insurance or banking industry
  • Excellent communication and management skills, proficiency in MS Office.
  • Well versed in English and Chinese

Executive Financial Servcies Manager
Responsibilities:
  • Guaranteed basic salary
  • Uncapped earning potential – commission and bonus
  • Full-time employee status with staff benefits ; life, medical and pension
  • Personal development and growth opportunities
  • Incentive programs
  • Comprehensive training programs
  • Opportunity to attend luxurious overseas conventions

Requirements:
  • You are ideally a degree holder
  • You have passion, energy and commitment to provide professional financial advice and deliver outstanding customer service
  • You are outgoing, dynamic and self-motivated
  • You have proficiency in English, Chinese and Mandarin - You have excellent interpersonal and communication skills

Manager, Partnership Sales
Responsibilities:
  • Drive and monitor the sales performance of branch sales sub-channel to achieve and exceed sales plan
  • Work closely with Bank’s branch staff to provide quality sales and service to Bank’s customers and to create a quality sales culture
  • Handle branch sales enquiry on related sales activities
  • Work with Training Department to develop and deliver training programmes for branch sales staff to uphold professional development and continuous improvement

Requirements:
  • University graduate
  • 5 years experience or above in insurance sales, preferably in Bancassurance
  • Excellent interpersonal, problem solving and negotiation skills
  • Result-oriented, communicative and analytical

Manager, Promotions & Marketing
Responsibilities:
  • Manage relationships with local and regional marketing teams, as well as business partners and associates, to plan, develop and implement sales and marketing campaigns and incentive programs, to drive business through our multi-channel Partnerships Distribution network.
  • Work closely with our Partnerships Distribution sales teams to ensure maximum value is derived from all promotional and incentive activities; to track and monitor campaign performance, including post-campaign reviews, to ensure learnings are taken forwards.
  • Ensure development and implementation of all campaigns and activities, including sales kits, market research and business analysis, as well as product development and launch.
  • Work closely with our Partner organizations to ensure an effective deployment of marketing allowances and close monitoring of budgets.
  • Facilitate the ongoing development of staff through leadership, coaching and other developmental activities.

Requirements:
  • Degree holder, preferably in a business or marketing discipline
  • Demonstrated record of success, including a min. of 5 yrs’ experience in marketing / related fields, 2 of which at a supervisory level
  • Experience within insurance or financial services, with an in-depth knowledge of insurance and / or financial products
  • Experience running sales and marketing campaigns, as well as in developing and launching products
  • Excellent communication and relationship management skills
  • Ability to work independently and to take initiative
  • MS Office PC skills; Strong spoken and written English & Chinese.

Assistant Manager, Partnership Operation
Responsibilities:
  • Assist management in formulating sales support strategies to achieve business goals, and ensuring the daily activities and quality of support staff are maintained, whilst promoting a harmonious environment between support and the Sales Force.
  • Supervise team members to provide administration support and co-ordination functions to Sales Force in the areas of: i) Daily resource planning, ii) Daily operation workflow analysis, taking opportunity to drive continuous process and efficiency improvements, iii) Compliance, Legal, Regulatory and ethical monitoring and adherence, ensuring the utmost standards of professionalism, iv) Ongoing training and coaching to uplift team’s knowledge and skills competence, v) Grievance and complaints handling
  • Assist management in fostering a team based environment, to stimulate high levels of individual performance, integrity and staff satisfaction.

Requirements:
  • Degree Holder with a minimum of 5 years experience in the insurance industry, 2 years of which at supervisory level.
  • Excellent Customer Service Skills, Proficiency in Microsoft Office, especially MS Excel.
  • Fluent Cantonese. Good command of spoken and written English.

Officer, Partnership Operation
Responsibilities:
  • Handle new business application and submission e.g. document scanning, license validation and report generation
  • Provide quality administration and clerical support to sales force
  • Compile sales activities customizations reports
  • Reconcile commission and other payment accurately
  • Co-ordinate sales activities for Partner Sales Management
  • Handle inquiries from sales force
  • Follow up outstanding new business pending cases with sales force

Requirements:
  • Business Degree or Diploma
  • 3 years relevant experience preferred in insurance or banking industry
  • Good communication and interpersonal skills
  • Good command of both spoken and written English and Chinese
  • Proficiency in Microsoft Office especially in MS Excel and Powerpoint

 


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