- about the company.Our client is a premier global insurance brand, recognized worldwide for delivering top-tier commercial coverage and risk management solutions.about the team.You will join a dynamic, collaborative regional Middle Office team. While you will be reporting directly to the Middle Office Team Lead.You will work closely with local underwriters, global network partners, and offshore support teams in Hong Kong and across various countries to mainabout the company.Our client is a premier global insurance brand, recognized worldwide for delivering top-tier commercial coverage and risk management solutions.about the team.You will join a dynamic, collaborative regional Middle Office team. While you will be reporting directly to the Middle Office Team Lead.You will work closely with local underwriters, global network partners, and offshore support teams in Hong Kong and across various countries to main
- Key Responsibilities:Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements.Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients)Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverablesAssist in gathering relevant information andKey Responsibilities:Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements.Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients)Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverablesAssist in gathering relevant information and
- Key Responsibilities1. Strategy & Business PlanningStrategic Roadmap: Help the CAO define long-term agency growth, productivity, and recruitment plans.Data Insights: Analyze performance data (sales, active agents, retention) to find trends and guide decision-making.Planning: Lead annual and quarterly business planning for the agency channel.2. Operations & GovernanceProcess Improvement: Optimize agency workflows and systems to make it easier for agents toKey Responsibilities1. Strategy & Business PlanningStrategic Roadmap: Help the CAO define long-term agency growth, productivity, and recruitment plans.Data Insights: Analyze performance data (sales, active agents, retention) to find trends and guide decision-making.Planning: Lead annual and quarterly business planning for the agency channel.2. Operations & GovernanceProcess Improvement: Optimize agency workflows and systems to make it easier for agents to
