Process Executive
2 weeks ago
Fresh Graduates can also apply
Summary of the Role:
The Advisor is responsible for maintaining accurate and up-to-date individual customer records and processing policy administration tasks efficiently and in compliance with internal standards. The role involves reviewing documentation, updating logs, inputting data and communicating with their senior to facilitate smooth processing.
List of Duties:
- Processing and evaluating movement files and policy transactions for new, renewal, and termination cases, ensuring accuracy and compliance with service standards and turnaround time standard
2. Coordinate with senior staff to clarify details and resolve discrepancies - Escalating complex or exceptional cases to senior advisors or supervisors as needed
- Follow up with the HK Sales Team regarding the insufficient information and incomplete form
Desired Professional Experience:
- 0-1 years of experience in insurance processing, policy administration or equivalent healthcare background is preferrable
- Ability to multi-tasking and work in a fast-paced environment and manage multiple priorities
- Good service attitude, positive and 'can do' attitude
- Proficient in Cantonese (Speaking), Mandarin and English (speak, read, and write). We are seeking candidates proficient in Mandarin/Cantonese to effectively communicate with Mandarin/Cantonese-speaking clients.
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