Senior Partner Support Officer (Broker) - Life Insurance

Key Responsibilities: Customer Service Excellence: Deliver professional advice and exceptional customer support to insurance brokers, aligning with company objectives. Cross-Team Collaboration: Work collaboratively across teams as directed by Team Leader(s) to enhance service delivery. KPI Achievement: Meet and exceed individual and team KPIs as set by the Senior Manager. Operational Support: Collaborate with various operational teams to ensure high-quality service for both internal and external

Morgan McKinley - Hong Kong - Full time

Salary: Competitive

Key Responsibilities:
  • Customer Service Excellence: Deliver professional advice and exceptional customer support to insurance brokers, aligning with company objectives.
  • Cross-Team Collaboration: Work collaboratively across teams as directed by Team Leader(s) to enhance service delivery.
  • KPI Achievement: Meet and exceed individual and team KPIs as set by the Senior Manager.
  • Operational Support: Collaborate with various operational teams to ensure high-quality service for both internal and external customers.
  • Feedback Collection: Proactively gather feedback from customers and business partners to identify areas for operational improvement.
  • Project Assistance: Support Team Leader(s) with assigned ad-hoc projects as needed.
  • Regulatory Compliance: Ensure all transactions are executed in accordance with regulatory requirements and company guidelines.
Key Requirements:
  • Education and Experience: Bachelor's degree with a minimum of 3 years of experience in customer or partnership services, preferably within retail life insurance.
  • Industry Knowledge: Strong understanding of life insurance operations, systems, and organizational dynamics.
  • Complaint Handling: Experience in managing complaints within the retail life insurance sector is a plus.
  • Communication Skills: Excellent telephone etiquette and interpersonal skills; proficient in both written and spoken English and Chinese.
  • Customer Focus: A customer-driven, people-centric, and team-oriented approach.
  • Self-Motivated: Ability to work independently and take initiative.
  • Typing Proficiency: Proficient typing skills in both Chinese and English.
  • Entry-Level Consideration: Candidates with less experience may be considered for an Officer position.


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