Oliver James Associates
Sales Support
- Compensation
- HK$30K–HK$40K / mo
- Location
- Hong Kong Island
- Work setup
- Onsite
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- Not specified
- Category
- Sales
- Posted
Skills
Must have
- Diploma or equivalent qualification; a bachelor’s degree would be an advantage.
- Around 2–3 years of experience in insurance sales support, broker servicing, or a similar role.
- Basic knowledge of insurance products and operational processes.
- Exposure to underwriting requirements, policy administration, or new business workflows would be beneficial.
- Good written and verbal communication skills, with a collaborative approach.
- Strong attention to detail and the ability to manage competing priorities accurately.
- Proficiency in Microsoft Office; experience with insurance or broker administration systems is an advantage.
- A practical approach to resolving day-to-day issues and supporting process improvements.
- Ability to work effectively during busy periods.
Full description
Salary: $30,000 – $40,000 per month
Sales Support / Broker Services – Insurance
Oliver James is partnering with an insurance client to recruit a Sales Support / Broker Services professional. This opportunity is suited to someone with insurance industry experience who enjoys supporting distribution partners, coordinating new business cases, and ensuring efficient day-to-day operations.
Key Responsibilities
Channel & Broker Support
- Work closely with Business Development Managers and sales colleagues to support relationships with insurance brokers.
- Assist with onboarding new broker partners and managing ongoing servicing requests.
- Respond to enquiries relating to insurance products, submission procedures, and operational requirements.
- Coordinate partner support activities, including training sessions and continuing professional development arrangements.
New Business & Case Management Support
- Provide operational guidance to distribution partners on new business submissions.
- Review applications and supporting documents for accuracy and completeness.
- Liaise with relevant internal teams to support efficient case assessment and processing.
- Track outstanding cases and follow up on requirements to help maintain service standards and turnaround times.
Operations Control & Governance
- Carry out daily activities in line with applicable regulatory requirements and internal procedures.
- Maintain accurate records of insurance transactions, partner agreements, and related documentation.
Requirements
- Diploma or equivalent qualification; a bachelor’s degree would be an advantage.
- Around 2–3 years of experience in insurance sales support, broker servicing, or a similar role.
- Basic knowledge of insurance products and operational processes.
- Exposure to underwriting requirements, policy administration, or new business workflows would be beneficial.
- Good written and verbal communication skills, with a collaborative approach.
- Strong attention to detail and the ability to manage competing priorities accurately.
- Proficiency in Microsoft Office; experience with insurance or broker administration systems is an advantage.
- A practical approach to resolving day-to-day issues and supporting process improvements.
- Ability to work effectively during busy periods.