Your new company My client is 1 of the largest life insurers globally and is looking for a competitive, hardworking, detailed-minded and good-team-player-personality MPF Customer Service Officer
Your new role Provide satisfactory customer service and administration services to the assigned group pension and insurance portfolio
- Responsible for the overall customer services and daily operations for assigned portfolio/distribution channel
- Review presentation materials and member communication materials and conduct client visits, presentations and members' briefings, if required for retention or service-to-sales purposes
- Provide one-stop administration service to clients including enrolment, contribution / billing, termination, policy / record maintenance, regulatory filing, issuing of client reports etc and responding to client/intermediary's enquiries and complaints in a timely manner
- Provide servicing support to assigned distribution channel e.g. brokers/agents/bank alliances on client related issues
- Review day-to-day client's correspondence and communication materials including but limiting, trust deeds, reports, statements and presentation materials
Client Retention and Service-to-sales
- Perform client retention and service-to-sales activities such as up-selling retail products/promoting our client retention programs etc
- Maintain close client relationship and take precautionary measures whenever necessary to retain the portfolio
Administrative Procedures Review
- Assist in reviewing necessary documents and approving different steps in processing and review procedures to enhance control and efficiency
- Closely monitor the database/reports/queues/system that are used for measuring the benchmark and ensure they are properly updated and completed within the regulatory and service timeline
- On-time identification of errors, delays or any other problems, with subsequent diagnosis & resolution via corrective and/or preventive measures
- Propose control procedures on any risk areas identified and to provide expertise and technical advice to team members
People Management
- Provide support to superior in coaching and supervising junior staff towards client-focused and seeks continuous improvement
- Assist team members in prioritizing tasks and assist superior in arranging resources within the team including arrangement for account hand-over
Other Responsibilities
- Act as a module owner to lead projects
- Perform any other duties and projects as assigned
What you'll need to succeed - University graduate is preferred, with minimum 5 years customer services/operations experience
- Good knowledge on MPF/ORSO retirement schemes, group insurance and investment products
- Self-motivated and customer orientated
- Detail oriented
- Must be a team player
- Good communication and interpersonal skills
- Outgoing personality with good presentation skills
- Good time management and organization skills
- Good staff coaching skills
- Good PC skills
- Proficient in both spoken and written Chinese and English
- Required to obtain relevant licenses if your job involves in regulated activities
- Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements
What you'll get in return Solid MNC & Big Corporate Client Exposure
Strong Base + Bonus
Transition to an exceptional career path
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Florence Woo at +852 51816671.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.