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壽險業務 – 業務及營運經理 LIFE INSURANCE BUSINESS – BUSINESS AND OPERATION MANAGERChina Jiang Tai Insurance Brokers Limited
壽險業務 – 業務及營運經理 LIFE INSURANCE BUSINESS – BUSINESS AND OPERATION MANAGERChina Jiang Tai Insurance Brokers Limited
Job Highlights
  • 協助制定和執行公司營銷計劃包括品牌的推廣
  • 本科學位,至少3年保險行業工作經驗,具保險經紀行業經驗優先
  • 5天工作週,團體醫療
Job Description


  • 協助制定和執行公司營銷計劃包括品牌的推廣
  • 探索公司業務商機和市場發展規劃
  • 熟悉各類人壽保險產品,為客戶提供量身定制的保險建議和一站式解決方案
  • 做好與不同的分銷渠道的協調工作
  • 負責管理客戶保單,如續保通知等
  • 與保險公司緊密聯系,跟進客戶的索賠程序
  • 建立客戶信息數據庫,確保保險單管理日常運作的效率和有效性
  • 熟悉保險業務的系統運行和維護
  • 按不同維度製作每月/每週銷售報告
  • 為客戶提供高質量的服務,發展良好客戶關係
  • 執行上級分配的其他臨時職責


  • Assist in the development and execution of marketing plan including branding campaigns
  • Explore business opportunity and market development
  • Good knowledge of various life insurance products, provide client with tailor-make insurance package and one-stop solution
  • Coordinate with different distribution channels
  • Responsible for management of customer insurance policy such as renewal reminder, etc.
  • Handle and follow up customer’s claim procedure with insurance company
  • Establish customer information database, ensure the efficiency and effectiveness of daily operations for the insurance policy administration
  • Familiar with system operation and maintenance of insurance business
  • Produce monthly/weekly sales report by different dimensions to provide structured analysis
  • Provide quality assured services to our customers and developing excellent customer relationships to optimize business opportunities
  • Perform other ad-hoc duties assigned by supervisor


  • 本科學位,至少3年保險行業工作經驗,具保險經紀行業經驗優先
  • 國內人士/或在內地畢業的香港人士優先
  • 擁有專業資格,如ACII,ANZIIF
  • 通過HKSI和IIQE考試
  • 以客戶為導向,熱誠態度,積極主動
  • 具有良好的溝通和人際交往能力
  • 流利普通話,熟練掌握英語和廣東話
  • 有責任感,細心,主動積極及有禮,
  • 吃苦耐勞、勤奮敬業,能自我激勵及能夠在壓力下工作,願意加班
  • 熟練使用Microsoft Word,Excel和Powerpoint及中文文字處理。


  • Degree Holder ,with minimum 3 years working experience in insurance industry, prefer in insurance broker industry
  • Candidate from mainland China or Hong Kong people who graduated from the Mainland are preferred.
  • Professional qualification such as ACII, ANZIIF is preferred
  • Pass in HKSI and IIQE Licensing Examinations
  • Customer oriented, enthusiastic & highly motivated
  • Presentable with strong communication and interpersonal skills
  • Good command of spoken in Mandarin, English, and Cantonese  
  • Be initiative, with positive working attitude, responsible, detail minded, self-motivated,
  • Hardworking and dedicated, able to work under pressure and willing to work overtime
  • Proficiency in using Microsoft Word, Excel & Powerpoint & Chinese word processing.


我們為合適的候選人提供5天工作週,團體醫療。有意者請將簡歷及期望薪資發至:Apply Now

We offer 5 days work week, group medical, and career prospect to the right candidates. Interested parties please email full resume with expected salary by clicking Apply Now.



Only short-listed candidates will be notified. Information provided will be used for the purpose of selection only and unsuccessful applications will be destroyed immediately after the selection process.

Additional Information
Career Level
Not Specified
Years of Experience
3 years
Employment Type
Full Time, Permanent
Five-day work week, Medical insurance
Company details




“China Jiang Tai Insurance Brokers Ltd.,” is now looking for high calibre individual to join us.

China Jiang Tai Insurance Brokers Ltd. is a subsidiary of Jiang Tai Insurance Brokers Co., Ltd. (“Jiangtai”).  Jiangtai was established in Beijing, China in 2000 and now has as now has 135 branch and sub-branch offices with more than 3,000 employees working throughout China.  The Company provides customers with general insurance, life insurance and reinsurance brokers services as well as risk management services.