Job Summary
- The Business Hub within the Distribution Team of General Insurance aims to deliver excellent services in sales operations, encompassing tasks such as preparing business quotations, managing policy services and operations, including the issuance of certificate and policy documents, and providing distribution services across various business channels
- These channels include local brokers and agencies, individual agents, financial institutions, digital partnerships, and affinities
- As a team leader of Business Hub, the candidate is expected not only to enhance and maintain assigned business portfolios by fostering strong, interconnected relationships with business partners and account managers, but also to provide guidance to the team in achieving excellent pre- and post- sales services, along with operational support
- Enhance the conversion ratio by performing business activities such as follow up and market facing duties and to maintain good & connected relationship with all business Intermediaries
- Support Managers in developing the accounts through new business and retention of existing business for both onshore and offshore risks
Job Accountabilities
Manage key stakeholders' expectations by collaborating with the account manager to establish enduring and robust long-term relationships with business partners. Provide business quotations / proposals in accordance with prevailing market trends and the company's profitabilityAct as a team leader in Business Hub mainly responsible for writing New Business and Renewal Business of SME business for all business intermediaries and partnersIn partnership with the Account Managers to create, develop and manage relationships with business intermediaries and to influence them to do business with the organizationEvaluate business opportunities to optimize profitable sales and retention and to achieve business targets.Work in conjunction with the organization's Distribution team to secure new business and retain existing business; coordinate all tenders and identify cross-sell opportunities.Maintain and renew a deep knowledge and understanding of the company´s risk and compliance policies relevant to own area of work, highlight discrepancies and escalate or resolve as appropriate.Provide exceptional pre- and post-sales services to business partners, including prompt resolution to interpret policy terms and conditions, handling general inquiries and complaints, and proactive support for sales and operational activities by offering dedicated services to policyholders include but not limited to certificate and policy related document processingCollaborate with the underwriting department on renewal terms and quotations, providing expertise and business solutions to business partners regarding local market dynamics and general insurance risk assessmentStay updated on market changes related to compliance policies and understand the company's risk to ensure that distribution operations align with regulatory requirements.Collaborate with and actively support the operations team to enhance sales operations and maximize operational efficiencyJob Qualifications :
Degree holder or Diploma in Insurance Studies, preferably with over 6 years of working experience in the insurance industryExperience in team supervision with practical experience playing as team leader role is essentialFamiliarity with a wide range of General Insurance products, preferably in SME and / or Personal lines insurance productsPossession of an Insurance Professional Qualification is an added advantageGood customer handling, communication, and interpersonal skillsSelf-motivated, independent, polite, and capable of working under pressure with a high standard of accuracyProficiency in Microsoft Office software (e.g., Excel, Word, PowerPoint)Good communication skills and proficiency in spoken and written English & ChineseCandidates with different levels of experience will be considered for other positionsWhy Zurich
At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right?
We are an equal opportunity employer who knows that each employee is unique - that’s what makes our team so great!
Join us as we constantly explore new ways to .
Location(s) : HK - Hong Kong