Insurance Specialist Manager/ Business Development Manager (Life Insurance/ General insurance Banc assurance, Bank or Broker Channel Distribution)

Job title: Insurance Specialist Manager/ Business Development Manager (Life Insurance/ General insurance Banc assurance, Bank or Broker Channel Distribution)

Company: JustOneGalaxy Recruitment Limited


Job description: Responsibilities:

• Collaborate with Relationship Managers in branches to provide professional insurance solution to bank customers
• Pro-actively drive cross-selling activities based on customer needs to optimize sales opportunities and sustain relationship with customers
• Execute sales strategies and business plans to maximize bancassurance business
• Conduct sales coaching, monitor sales performance and motivate bank sales staff to attain business targets
• Build and develop relationship with banks and their sales force
• Ensure full compliance to banking policies and standards, industry rules and regulations

Requirements:

• University graduate in Finance, Business, Economics or related disciplines
• Minimum 6 years of sales experience in bancassurance with sound knowledge on selling insurance products
• Independent, self-motivated, results and customer services oriented
• Excellent interpersonal, presentation and coaching skills
• Qualified individual to carry out regulated activities in insurance, preferably with qualification in FLMI and CFP
• Fluent in Mandarin

Account Manager/ Broker Partnership Distribution Manager (General insurance, Broker Channel, P&C product)Responsibilities:

• Achieve the business growth and profit objectives of the key broker account business portfolio
• Establish and maintain close relationship with key bank/ broker account and clients to maintain, explore and develop business opportunities
• Evaluate risks and provide sound advice and services to direct customer
• Perform the role of underwriter – identify potential risks in order to provide best possible coverage to customer in accordance with Company’s underwriting policy
• Ensure all business to be written in accordance with respective acceptance authority and seek for appropriate reinsurance support or referral when necessary
• Support supervisors in business development, pricing, promotion, sales and distribution channels of the business
• Support supervisor to monitor the team to ensure the effectiveness and efficiency of daily operation, including corporate credit policy, standard on turnaround time and accuracy requirement

Requirement:

• Degree holder preferably in insurance or business-related disciplines
• Holder or in progress of professional insurance qualification such as ANZIIF or ACII
• At least 6 years of experience with 2 years supervisory experience for Manager; 2+ years of experience for senior officer
• Knowledgeable in general insurance underwriting is preferred
• Solid experience in account management
• Excellent customer services, supervisory, communication, interpersonal and presentation skills
• Self-motivated, independent, multi-tasking, result-driven, customer-centric with strong business acumen
• Proficient in both written & spoken English and Chinese
• Hands on PC skills in Microsoft Word, Excel and PowerPoint
• Candidate with less experience will be considered as Assistant Manager/ Senior Officer/ Officer

Expected salary:

Location: Hong Kong

Job date: Fri, 18 Jul 2025 07:59:59 GMT

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