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Provide satisfactory customer service and administration services to the assigned portfolio to meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards.

Roles and Responsibilities:

Provide satisfactory customer service and administration services to the assigned group pension and insurance portfolio

• Responsible for the overall customer services and daily operations for assigned portfolio/distribution channel

• Review presentation materials and member communication materials and conduct client visits, presentations and members’ briefings, if required for retention or service-to-sales purposes

• Provide one-stop administration service to clients including enrolment, contribution / billing, termination, policy / record maintenance, regulatory filing, issuing of client reports etc and responding to client/intermediary’s enquiries and complaints in a timely manner

• Provide servicing support to assigned distribution channel e.g. brokers/agents/bank alliances on client related issues

• Review day-to-day clients correspondence and communication materials  including but limiting to  letters,  trust deeds, reports, statements and presentation materials

Client Retention and Service-to-sales

• Perform client retention and service-to-sales activities such as up-selling retail products/promoting our client retention programs etc.

• Maintain close client relationship and take precautionary measures whenever necessary to retain the portfolio

Administrative Procedures Review

• Assist in reviewing necessary documents and approving different steps in processing and review procedures to enhance control and efficiency

• Closely monitor the database/reports/queues/system that are used for measuring the benchmark and ensure they are properly updated and completed within the regulatory and service timeline

• On-time identification of errors, delays or any other problems, with subsequent diagnosis & resolution via corrective and/or preventive measures

Minimum Job Requirements:

• University graduate is preferred

• Fresh graduate is also considered

• with customer services/operations experience is preferred

• Good knowledge on MPF/ORSO retirement schemes, group insurance and investment products

• Self-motivated and customer orientated

• Detail oriented

• Must be a team player

• Good communication and interpersonal skills

• Outgoing personality with good presentation skills

• Good time management and organization skills

• Good PC skills

• Proficient in both spoken and written Chinese and English

• Required to obtain relevant licenses ( IIQE PAPER 1, 2, 3, and MPF) if your job involves in regulated activities

The incumbent is required to obtain relevant license if the job involves in regulated activities.

Build a career with us as we help our customers and the community live healthier, longer, better lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.