Assistant Manager, Sales Support, Insurance Brokerage

OCBC • Full Time • Hong Kong, Hong Kong Island, Hong Kong S.A.R. • 1d ago

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Job Summary:

To support the overall pre and after sales service from the Insurance Broker Team so as to facilitate the business placing efficiency and meeting the required standard under the ongoing compliance guidelines.

What you do

Processing and input of General Insurance business transactions into the INS system in accordance with established workflows
Independent checking of monthly commission calculations and revenue bookings
Day-to-day handling of marine cargo insurance business
General administrative support for broker operations according to the broker/bank’s policy
Handling adhoc on customer enquiry on insurance policies
To file and keep proper record of customer policy information both electronically or physical copies
Checking insurance applications information as an independent party under the company guidelines
Generate sales reports for management review on a regular basis

Who you are

DSE or above
At least 3 years of experience in the sales support role in the GI/Life Insurance brokers or agency.
Passed in IIQE paper 1,2 and/ or 3,5is an advantage but not essential.
Strong communication and interpersonal skills
Analytical and problem-solving skills, with the ability to identify opportunities and provide solutions
Self-motivated, results-driven, and able to work in a fast-paced environment

What we offer:

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

OCBC

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