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Customer Services Officer Evolut Capital (HK) Limited
Customer Services Officer Evolut Capital (HK) Limited

Job Highlights

  • insurance broker
  • Pass in HKSI and IIQE Licensing Examinations
  • Mandarin, English, and Cantonese

Job Description

Responsibilities:

  • 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

 

Requirements: 

  • 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

 

Additional Information

Career Level
Entry Level
Qualification
Postgraduate
Years of Experience
2 years
Employment Type
Full Time

Company Overview

及優资本

香港及優是一家專注於海外資產配置的綜合金融服務平臺。我們以B2B的業務模式,通過科技的力量,將優質的海外資產高效連接到國內投資顧問,致力於提升財富管理行業效率和全球資產配置能力。

我們擁有資產管理、全球服務、金融科技三大板塊,構建了及優資本、及優科技、領航哥倫布三大業務平臺,通過科技的力量,搞笑對接優質的海外資產和專業的國內投顧,提升全球資產配置效率,進而助力財富管理行業發展,推動經濟全球化和個人財富全球化。

 

Evolut is an overseas integrated financial services platform concentrating on overseas asset management. We have the business model of B2B,and technological enabling ability, dedicated to improving the global asset allocation capacity and resource matching efficiency of the wealth management industry.

We have three sectorsasset management, global services and fintech, and built the business platforms include Evolut Capital, Evolut Technology, Global. Through the power of technology, efficient connection between high-quality overseas assets and professional domestic investment, improve the efficiency of global asset allocation, facilitate the development of wealth management industry, promote the globalization of economy and personal wealth.

Additional Company Information

Benefits & Others
Five-day work week, Life insurance, Medical insurance, Performance bonus