Associate, New Business
Associate, New Business
JAC Recruitment1-3 Years
- Posted 30 days ago
- Be among the first 10 applicants
Job Description
Job Responsibilities
- Provide sales support to the New Business team and Consultants, ensuring smooth coordination of all related activities.
- Coordinate medical appointments, prepare required documents, and accurately transfer information for submission and processing.
- Assist with meeting and medical arrangements, and support both new and ongoing application documentation as well as policy delivery.
- Ensure full compliance with sales operations procedures, including updating the sales pipeline, maintaining accurate records, and ensuring all activity logs and sales meeting notes are properly recorded in the system.
- Review and validate client documentation to ensure completeness, accuracy, and adherence to internal guidelines and insurance company compliance requirements.
- Manage cases from initiation to completion, including prompt follow-up, coordinating with insurers, and negotiating with underwriters when necessary.
- Collaborate with internal and external stakeholders to ensure accurate and timely case progression.
- Perform any ad-hoc tasks assigned by the line manager in support of departmental operations.
- Bachelor's degree in any discipline.
- Minimum 1–2 years of experience in administration, customer service, or relationship management—preferably within the insurance or banking industry.
- Proficiency in Chinese and Cantonese (both written and spoken) is required.
More Info
Key Skills
About Company
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