Key Responsibilities:
- Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirements
- Ensure effective process efficiency, policy insurance & renewal, client relations, and undertake other duties as may be required
- Reviewing all applications involving a wide variety of insurance needs and unique personal circumstances of the client, to ensure that clear and necessary information is provided
- Handle premium financing and policy assignment requests for policy pledging by ensuring all requirements including the affordability test and financial evidence requirements satisfactory
- Contribute to the continuous process improvement through process streamlining and automation, formulate work procedures and processes to ensure the efficient and effective operations control of the function
Key requirements:
- A Diploma or Degree in Business Administration, Finance, Marketing, or a related field.
- minimum 5 years solid insurance operation experience
- HNW knowledge will be an advantage
- Understanding AML, KYC, CDD, Sanctions and all Risk activities is paramount and be able to make the right balance can facilitate the business without compromise the risks to protect the company interest at all time
- Good command of both English and Chinese
