Account Executive

CM Houlder Insurance Brokers Limited; Hong Kong; On-site; HKD 201,000 - 268,000; Full time

Job summary

CM Houlder Insurance Brokers Limited is seeking an organized administrator to support the team with clerical duties and document preparation. The role involves handling customer service and insurance-related inquiries with clients and insurers, and assisting with slips, invoices and documentation.

The ideal candidate has a business/insurance background, at least 2 years in a related field, and strong English, Cantonese and Mandarin communication skills. Overtime may be required.

Qualifications

• Bachelor’s degree in Business, Finance, Insurance or a related field.
• Minimum of 2 years’ experience in employee benefits, insurance brokerage or a related field.
• Proactive and self-motivated, with strong interpersonal and communication skills.
• Detailed-minded, well-organized, multi-tasking with a strong sense of responsibility.
• Willing to work overtime.
• Good command of spoken and written English, Cantonese and Mandarin.
• IIQE Papers I, II & III preferable.

Responsibilities

• Provide general administrative and clerical support to the team.
• Coordinate and follow up on customer service and claims-related enquiries with clients & Insurers.
• Give full support to prepare slips, invoices and other documentation.
• Support ad-hoc tasks and handle other duties as required.

Skills

Interpersonal skills

Communication

Multitasking

English

Cantonese

Mandarin

Education

Bachelor's degree in Business, Finance, Insurance

Job description

- Give full support to prepare slips, invoices and other documentations

- Provide general administrative and clerical support to the team

- Coordinate and follow up on customer service and claims-related enquirieswith clients & Insurers

- Support ad-hoc tasks and handle other duties as required

Requirements:

- Bachelor’s degree in Business, Finance, Insuranceor a related field

- Minimum of 2 years’ experience in employee benefits, insurance brokerage or a related field

- Proactive and self-motivated, with strong interpersonal and communication skills

- Detailed-minded, well-organized, multi-tasking with a strong sense of responsibility

- Willing to work overtime

- Good command of spoken and written English, Cantoneseand Mandarin

- Passed IIQE Paper I,II&IIIare preferable