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Bancassurance Strategy and Analytics

  • Location:

    Hong Kong

  • Sector:

    Sales & Marketing, Operational

  • Job type:


  • Salary:

    Up to HK$65000 per month + bonus

  • Contact:

    Maggie Leung

  • Contact email:

  • Job ref:


  • Published:

    ongeveer 1 jaar geleden

  • Expiry date:


  • Own the New Business submissions, pre-sales and after sales support, to ensure prompt approval of applications
  • Project sales inflow and monitor sales progress
  • Estimate and control departmental budget and expense
  • Work closely with marketing teams and bank partner to develop and execute partnership promotion, customer campaigns and customer events
  • Ensure smooth operations with external and internal parties including channel services & supports, premium collection, compensation payment, policy servicing, etc
  • Set up new guideline, operations process and/or drive related initiatives to meet the needs of the business
  • Continuously review workflow to streamline and shorten TAT in order to uplift service level and efficiency
  • Support and assist direct manager on ad-hoc assignments
  • Consolidate important notes/information and manage the related library


  • University graduate with at least 8 years' of relevant experience including at least 2 years in people management
  • Knowledge in Universal Life is a must
  • With Insurance Intermediaries Qualification Papers 1, 3 & 5 license preferred.
  • Good spoken English and Chinese
  • Good communication and inter-personal skills
  • Literacy in PC
  • Self-motivated and able to work under pressure

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