Assistant Manager, Sales Support, Insurance Brokerage

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 201,000 - 335,000; Full time

Benefits offered by this job

Job summary

OCBC Bank (Hong Kong) Limited seeks a diligent specialist to support the Insurance Broker Team with pre- and post-sales service, ensuring efficiency and compliance with guidelines.

You will process General Insurance transactions, verify commissions, handle marine cargo insurance, and assist broker operations while keeping accurate records and timely reports.

Qualifications

• DSE or above.
• At least 3 years in sales support for GI/Life Insurance brokers or agencies.
• IIQE papers 1,2 and/or 3,5 are advantageous but not essential.
• Strong communication and interpersonal skills.

Responsibilities

• Process and input General Insurance transactions into the INS system according to workflows.
• Independent checking of monthly commission calculations and revenue bookings.
• Handle day-to-day marine cargo insurance activities.
• Provide general administrative support for broker operations per policy.
• Handle customer inquiries on insurance policies.
• File and keep records of customer policy information both digitally and physically.
• Verify insurance applications as an independent party under guidelines.
• Generate sales reports for management review regularly.

Skills

Communication skills

Interpersonal skills

Analytical thinking

Problem solving

Self-motivated

Results-driven

Education

DSE or above

IIQE papers 1/2/3/5 advantageous

Job description

WHO WE ARE

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

Job Summary

To support the overall pre and after sales service from the Insurance Broker Team so as to facilitate the business placing efficiency and meeting the required standard under the ongoing compliance guidelines.

What you do

• Processing and input of General Insurance business transactions into the INS system in accordance with established workflows
• Independent checking of monthly commission calculations and revenue bookings
• Day-to-day handling of marine cargo insurance business
• General administrative support for broker operations according to the broker/bank’s policy
• Handling adhoc on customer enquiry on insurance policies
• To file and keep proper record of customer policy information both electronically or physical copies
• Checking insurance applications information as an independent party under the company guidelines
• Generate sales reports for management review on a regular basis

Who you are

• DSE or above
• At least 3 years of experience in the sales support role in the GI/Life Insurance brokers or agency.
• Passed in IIQE paper 1,2 and/ or 3,5 is an advantage but not essential.
• Strong communication and interpersonal skills
• Analytical and problem-solving skills, with the ability to identify opportunities and provide solutions
• Self-motivated, results-driven, and able to work in a fast-paced environment

What we offer

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

About the Company

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.