Technical Representative (TR) 簽單員

Apex Global Wealth Management Limited; Hong Kong; On-site; HKD 420,000 - 640,000; Full time

Job summary

Apex Global Wealth Management Limited is seeking a seasoned insurance professional to prepare and manage insurance applications, explain product features to clients, and guide them through the signing process. The role requires handling documents accurately, maintaining client records, and ensuring regulatory compliance.

Strong communication and customer service skills are essential for success. The candidate should have at least five years in the insurance industry and hold IIQE certifications;

Qualifications

• Degree holder with at least five years of relevant work experience in the insurance industry.
• Familiarity with insurance application processes, product features, and insurance practices.
• Hold a valid insurance practitioner certification (IIQE 1 & 3; IIQE 2 & 5 certification is preferred).
• Excellent communication skills and customer service skills.

Responsibilities

• Prepare insurance application materials and documents, ensuring the accuracy and completeness of the entire application process.
• Meet with clients to explain product structures, features, and specifications.
• Assist clients in processing, completing, and collecting the necessary documents required for insurance applications.
• Accompany clients through the contract signing process to ensure a smooth transaction.
• Promptly respond to client inquiries, interpret insurance contracts, and provide detailed information regarding insurance benefits and claims.
• Maintain accurate and complete client records, system entries, and document filing records.
• Ensure compliance with regulatory requirements and company policies related to insurance brokerage activities.
• Perform other ad hoc tasks to support the achievement of team goals.

Skills

Communication skills

Customer service

Education

Degree holder

Job description

Prepare insurance application materials and documents, ensuring the accuracy and completeness of the entire application process

Meet with clients to explain product structures, features, and specifications

Assist clients in processing, completing, and collecting the necessary documents required for insurance applications

Accompany clients through the contract signing process to ensure a smooth transaction

Promptly respond to client inquiries, interpret insurance contracts, and provide detailed information regarding insurance benefits and claims

Maintain accurate and complete client records, system entries, and document filing records

Ensure compliance with regulatory requirements and company policies related to insurance brokerage activities

Perform other ad hoc tasks to support the achievement of team goals

Requirements:

Degree holder with at least five years of relevant work experience in the insurance industry

Familiarity with insurance application processes, product features, and insurance practices

Hold a valid insurance practitioner certification (IIQE 1 & 3; IIQE 2 & 5 certification is preferred)

Excellent communication skills and customer service skills