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Bank Partnership, Senior Manager

Oliver James is currently supporting the hiring a Insure with no.1 business performance across multiple markets in APAC. With their strength of in established business model built on high-quality distribution, they have performed exceptionally well compared to their competitor despite the pandemics.

You will be a part of marketing, distribution & partnership team, playing a vital role in overseeing all New Business Solutions and their performances. Based on the performance, you will be working closely with marketing team and external bank partners to develop execute partnership promotion, customer campaigns and customer events.

You will be a part of marketing, distribution & partnership team, playing a vital role in overseeing all New Business Solutions and their performances. Based on the performance, you will be working closely with marketing team and external bank partners to develop execute partnership promotion, customer campaigns and customer events.

Job Responsibility :

  • Own the New Business submissions, pre-sales and after sales support, to ensure prompt approval of applications
  • Project sales inflow and monitor sales progress
  • Estimate and control departmental budget and expense
  • Work closely with marketing teams and bank partner to develop and execute partnership promotion, customer campaigns and customer events
  • Ensure smooth operations with external and internal parties including channel services & supports, premium collection, compensation payment, policy servicing, etc
  • Set up new guideline, operations process and/or drive related initiatives to meet the needs of the business
  • Continuously review workflow to streamline and shorten TAT in order to uplift service level and efficiency
  • Support and assist direct manager on ad-hoc assignments
  • Consolidate important notes/information and manage the related library

Minimum Job Requirements

  • University graduate with at least 8 years' of relevant experience including at least 2 years in people management
  • Knowledge in Universal Life is a must
  • With Insurance Intermediaries Qualification Papers 1, 3 & 5 license preferred.
  • Good spoken English and Chinese
  • Good communication and inter-personal skills
  • Literacy in PC
  • Self-motivated and able to work under pressure

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