about the job.Training Curriculum Design & Delivery: Design, deliver, and continuously enhance comprehensive training programmes and materials for new insurance agents across B2B2C channels to achieve business goals.IIQE & Regulatory Competency Training: Equip agents with the technical product knowledge, sales skills, and regulatory competencies—including IIQE readiness—required to succeed in the Hong Kong market.Ongoing Agent Engagement: Conduct weekly kn
about the job.Training Curriculum Design & Delivery: Design, deliver, and continuously enhance comprehensive training programmes and materials for new insurance agents across B2B2C channels to achieve business goals.IIQE & Regulatory Competency Training: Equip agents with the technical product knowledge, sales skills, and regulatory competencies—including IIQE readiness—required to succeed in the Hong Kong market.Ongoing Agent Engagement: Conduct weekly kn
about the team.You will join a collaborative, client-focused relationship management team working closely with internal consultants, the Policy Administration Team, and external private bankers. The team operates in a high-touch, service-driven environment dedicated to maintaining strong institutional partnerships and exceptional client retention.about the job.Client Policy Annual Reviews: Arrange and conduct comprehensive Customer Policy Annual Reviews, f
about the team.You will join a collaborative, client-focused relationship management team working closely with internal consultants, the Policy Administration Team, and external private bankers. The team operates in a high-touch, service-driven environment dedicated to maintaining strong institutional partnerships and exceptional client retention.about the job.Client Policy Annual Reviews: Arrange and conduct comprehensive Customer Policy Annual Reviews, f
about the job.Manage comprehensive policy administration and after-sales servicing requests, including policy alterations, ownership or beneficiary changes, fund transactions, and policy surrenders.Deliver high-accuracy servicing and ensure all processing meets strict standard operating procedures and service level agreements (SLAs).Maintain full alignment with internal contract provisions and strict industry regulatory compliance standards across all hand
about the job.Manage comprehensive policy administration and after-sales servicing requests, including policy alterations, ownership or beneficiary changes, fund transactions, and policy surrenders.Deliver high-accuracy servicing and ensure all processing meets strict standard operating procedures and service level agreements (SLAs).Maintain full alignment with internal contract provisions and strict industry regulatory compliance standards across all hand
about the job.Oversee, review, negotiate, and resolve complex claims across Accident & Health, Commercial Packages, and Personal Packages within designated authorities.Provide technical leadership and guidance on complex and legal claim matters to internal and external partners.Support the Line Manager in daily team management, including training, mentoring, and professional development of team members.Identify and investigate suspicious or fraudulent clai
about the job.Oversee, review, negotiate, and resolve complex claims across Accident & Health, Commercial Packages, and Personal Packages within designated authorities.Provide technical leadership and guidance on complex and legal claim matters to internal and external partners.Support the Line Manager in daily team management, including training, mentoring, and professional development of team members.Identify and investigate suspicious or fraudulent clai
Key Responsibilities:Proactively identify and target corporate clients across diverse industries through cold calling, professional networking, and strategic outreach.Connect directly with Corporate HR Leaders, Compensation & Benefits (C&B) Managers, and C-Suite Executives to pitch value proposition.Pitch, secure, and lead high-level introductory meetings to uncover client needs and operational pain points.Perform in-depth data analysis on corporate medica
Key Responsibilities:Proactively identify and target corporate clients across diverse industries through cold calling, professional networking, and strategic outreach.Connect directly with Corporate HR Leaders, Compensation & Benefits (C&B) Managers, and C-Suite Executives to pitch value proposition.Pitch, secure, and lead high-level introductory meetings to uncover client needs and operational pain points.Perform in-depth data analysis on corporate medica
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