Prepare the incoming quotation materials in proposal system for Group Medical premium counting; Check the incoming quotation materials and ensure they are sufficient for pricing
Provide full support for the proposal issuance and delivery (including the renewal invitation documents)
Take pro-active follow up actions with marketing teams or with brokers/agents to chase the outstanding materials for preparing the new business quotations; Ensure the new business quotations can be done within our service commitment;
Liaise with marketing teams and/or brokers/agents to discuss special terms and requests, incoming quotations, growing professional tactics for binding new/renewal business
Provide support to policy issuance and administration team during peak seasons on ad-hoc basis
Perform other general clerical duties as assigned by the Medical Manager
Job requirements:
Bachelor degree or other recognized insurance qualification
Around 3-years relevant working experience in medical insurance(underwriting, claims or policy administration) will be much preferred
Fresh graduate will be considered if with excellent academic achievement and good potential of logic thinking, communication skills, business mindset and some basic knowledge of medical/health related areas
Good at handling numerical figures and mathematic calculation
Eager to learn and able to work under great pressure, especially the peak session of group business; Good adaptability with changing environment; Co-operative and good working attitude;With problem-solving skills
Fluent in Cantonese speaking and excellent English writing will be preferred