Hong Kong Job Openings

Heng An Standard Life (Asia) Limited

Senior Officer, Distribution Services and Case Management

FULL TIME

September 1, 2024

To provide administrative and operational support for sales related activities to the Distribution independently whereby achieving sales related objectives through chosen distribution partners.

Core Responsibilities
Be the go-to person for responding brokers’ service requests with

up and update on the client’s requests by working collaboratively with other business function
Process insurance applications precisely within the required processing timeframes
Broker / distributor contracting, perform due diligence checking and provide recommendation
Work closely and collaboratively across relevant business functions to produce and seek approval for the broker communication including but not limit to phone calls, broker website and other appropriate media
Collaborate i) within Distribution / Distribution services function, ii) internally with Product, Operation or Marketing function and iii) externally for coordinating marketing and sales-related activities, such as brokers seminars, delivering of marketing / promotion materials, and events and customers visits in regards to invitation, venue logistic, refreshment, seminars/event material and etc.
through
Participate proactively in the assigned project or ad hoc tasks as required and as a subject matter expert.
Responsible for the administrative work of Distribution services
Offer support to our distribution team in addressing issues promptly and collaboratively to ensure a seamless experience for our business partners during both the business submission and post-sales service processes.
Review and verify application documents in compliance with requirements.

Qualifications / Experience / Requirements

University degree or equivalent.
Attained (or working towards) the IIQE licenses 1, 3, 5 and FLMI qualification to become licensed for distributing insurance is preferable. Other relevant licenses for the insurance industry will also be considered.
At least 2-3 years’ work experience in sales support role or life insurance functions.
Understanding of the insurance industry and Heng An Standard Life (Asia)’s insurance products.
Good written and oral English, Cantonese and Mandarin
High level of business sense, risk, sales quality, and compliance awareness
Possess high sense of responsibility and job ownership
Strong interpersonal skill, problem solving skill and team player
Proficient skills in Power Point, Excel, MS Office, Outlook.

We offer attractive salaries and excellent benefits.
If you are interested in our opportunity, please send your job application to us. Before doing so, please make sure you read and agree with our Personal Information Collection Statement (link: https://www.hengansl.com.hk/en/careers/privacy-agreement).
Any personal data we collect will only be used for recruitment purposes. We keep all applications confidentially on file for two years.

ABOUT COMPANY

Heng An Standard Life (Asia) Limited

Hong Kong

Insurance

Heng An Standard Life (Asia) Limited (“HASL Asia”, previously named “Standard Life (Asia) Limited”) is a wholly-owned subsidiary of Heng An Standard L...

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