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
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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