Office Trainee, CMB Wing Lung Insurance Brokers

Responsibilities

Pre-Sales Supporting

• To coordinate all sales support for brokerage sales team

• To support sales activity manager to handle manual, system and process changes for brokerage business

• To assist sales activity manager on ensuring conduct of business in accordance with regulatory requirement

• To generate market info comparison for different sales channels

Post-Sales Supporting

• To handle staff incentive program fulfillment for brokerage business

• To handle exceptional approval cases for brokerage business

• To handle enquiries from staff

• To conduct case follow up for brokerage business including insurance and premium financing applications.

Marketing

• To manage marketing program fulfillment for brokerage business

• To assist in collecting data for marketing intelligence on marketing programs, customer offers

• To handle telephone enquiries from internal staff on brokerage business including product, marketing programs, incentive programs, etc. and to follow up on enquiries by frontline

Reporting

• To prepare all MI reports for insurance business targeting management, frontline, product management team and sales team

 Requirements

• Degree Holder or above

• Proactive attitude, diligent, persistent and independent

• Detail-minded, sound judgment and good problem solving capabilities 

• Strong numeric sense and coordination capabilities

• Good communication skills  

• Strong knowledge of AI Application

• Ability to multi-task, work effectively with many different areas within the department (marketing, operations, accounting)