PR/160045 | Associate, New Business

Job Responsibilities

• Provide sales support to the New Business team and Consultants, ensuring smooth coordination of all related activities.

• Coordinate medical appointments, prepare required documents, and accurately transfer information for submission and processing.

• Assist with meeting and medical arrangements, and support both new and ongoing application documentation as well as policy delivery.

• Ensure full compliance with sales operations procedures, including updating the sales pipeline, maintaining accurate records, and ensuring all activity logs and sales meeting notes are properly recorded in the system.

• Review and validate client documentation to ensure completeness, accuracy, and adherence to internal guidelines and insurance company compliance requirements.

• Manage cases from initiation to completion, including prompt follow-up, coordinating with insurers, and negotiating with underwriters when necessary.

• Collaborate with internal and external stakeholders to ensure accurate and timely case progression.

• Perform any ad-hoc tasks assigned by the line manager in support of departmental operations.

Job Requirements

• Bachelor’s degree in any discipline.

• Minimum 1–2 years of experience in administration, customer service, or relationship management—preferably within the insurance or banking industry.

• Proficiency in Chinese and Cantonese (both written and spoken) is required.

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