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Senior Customer Services Officer / Relationship Manager - Insurance

Senior Customer Services Officer / Relationship Manager - Insurance

HKTHong Kong HK, HK
30 天前
职位描述

We are currently seeking a high-caliber talent to join our CS team as a Relationship Manager .

Responsibilities :

  • Handle inbound / outbound customer inquiries, and resolve client issues in a professional and timely manner
  • Collaborate with sales team on potential business opportunities
  • Manage product inquires and enrollments from the Online-to-Offline (O2O) platform
  • Handle after-sales services, such as policy confirmation calls, and up- / cross-selling of other products
  • Cultivate and manage long-term relationships with clients, assist in sales processing and follow-up
  • Support occasional face-to-face (F2F) sales, administration, and events as per business needs
  • Execute ad-hoc engagement projects when required, such as roadshows and retention programs
  • Prepare regular performance reports and analysis for management review
  • Perform other assigned ad-hoc duties

Work Hours & Location :

  • Shift duty from Monday to Friday (9 : 00am – 7 : 00pm), 5 days and 40 hours per week
  • Willing to occasionally work on weekends and public holidays as per business needs
  • Mei Foo (near MTR station)
  • Requirements :

  • HKCEE / DSE graduate or above with at least 2 years’ experience in insurance customer service or as a tied agent
  • Sales or insurance CS background and / or passion in further development in sales / relationship management is preferred
  • Passed in IIQE I, II & III is a must
  • Knowledge in CRM systems
  • Proficiency in MS Office and Chinese Word Processing
  • Good command of written and spoken English and Chinese
  • A team player with good interpersonal and communication skills, a strong sense of responsibilities
  • Customer-oriented, with a focus on creating a holistic customer experience and a service-to-sales mindset
  • Candidates with less experience will be considered as Customer Services Officer
  • We Offer :

  • 14 days’ paid annual leave
  • Comprehensive medical and dental coverage
  • Attractive incentive bonus
  • Structured training programme
  • Staff discount
  • Clear and excellent career path
  • HKT is an equal opportunity employer and welcomes applications from all qualified candidates. Information provided will be treated in strict confidence and will only be used for recruitment-related purposes. Personal data provided by job applicants will be used strictly in accordance with the employer's privacy statement (), a copy of which will be provided immediately upon request.

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    Relationship Manager • Hong Kong HK, HK

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