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Role Overview:Responsible for managing the full lifecycle of life policy servicing across diverse carrier networks. Key responsibilities:Process Management: Oversee and manage end-to-end policy servicing workflows involving multiple insurance carriers.Reporting & Analysis: Execute quarterly cash value updates and meticulously prepare annual policy review documentation and packages.Stakeholder Support: Deliver accurate, prompt, and professional assistance t
Role Overview:Responsible for managing the full lifecycle of life policy servicing across diverse carrier networks. Key responsibilities:Process Management: Oversee and manage end-to-end policy servicing workflows involving multiple insurance carriers.Reporting & Analysis: Execute quarterly cash value updates and meticulously prepare annual policy review documentation and packages.Stakeholder Support: Deliver accurate, prompt, and professional assistance t
The Role Overview:This role is responsible for supporting the sales consultant and handling documentation for insurance applications, working closely with private banks, family offices, law and tax advisory firms.Key responsibilities:Case Administration: Manage the end-to-end processing of insurance applications, maintaining close coordination with international partners and insurance carriers.Stakeholder Management: Act as the primary operational contact,
The Role Overview:This role is responsible for supporting the sales consultant and handling documentation for insurance applications, working closely with private banks, family offices, law and tax advisory firms.Key responsibilities:Case Administration: Manage the end-to-end processing of insurance applications, maintaining close coordination with international partners and insurance carriers.Stakeholder Management: Act as the primary operational contact,
HK$25,000 - HK$40,000 per month, discretionary bonus
about the company.Join a market-leading consultancy as an (Assistant) Manager, Business Development. You will drive sales growth by converting Employee Benefits (EB) members into individual product customers through proactive cross-selling and lead management. This is a high-impact role requiring 3-5+ years of insurance distribution experience and a results-oriented mindset to excel in the Hong Kong market.Our client, is a prominent leader in the health an
about the company.Join a market-leading consultancy as an (Assistant) Manager, Business Development. You will drive sales growth by converting Employee Benefits (EB) members into individual product customers through proactive cross-selling and lead management. This is a high-impact role requiring 3-5+ years of insurance distribution experience and a results-oriented mindset to excel in the Hong Kong market.Our client, is a prominent leader in the health an
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