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Insurance Administrator - Welcome fresh grad(MNC, Back office, 19-20K)
HaysHong Kong11 days ago
Job descriptionSuitable for fresh graduates or individuals looking to advance in the finance sector. Strong attention to detail and accuracy. Excellent time management and prioritisation skills. Results-oriented,fortable handling high volumes of work and meeting deadlines. Self-motivated with the ability to work independently. Capable of establishing strong relationships at all levels and across multiple regions. Excellentmunication skills for interacting with brokers and clients via video and telephone calls, as well as creating formal writtenmunications. Understanding of regulatory requirements and strong knowledge of the insurance, banking, or investment sectors is desirable. Tech-savvy with experience in Microsoft 365, Adobe, and client relationship management systems.
Your newpany
A worldwide provider of insurance-based wealth solutions, specialising in offering tailored financial products and services to high-net-worth individuals and families. It also provides a range of services including insurance, investment-linked policies, and estate planning.
Your new role
- Conduct and document client file reviews and risk assessments.
- Ensure accuracy andpleteness of information in the CRM system.
- Manage cases using a workflow tool and escalate issues to the team lead.
- Perform remediation based on feedback and maintain review records.
- Store evidence of reviews and liaise with intermediaries and clients for additional information.
- Provide general support, including clientmunications.
- Handle tasks related to static data maintenance andmunicate with internal stakeholders.
- Undertake ad-hoc tasks as required by line management.
What you'll need to succeed
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Administrator • Hong Kong