Client Service Officer -- one of the famous insurance companies

We will count on you to:

* Assist the Operations function generally in the following:

a. Assist the sales team and product team with sales development and implementation in achieving business objectives.

b. Submit/ liaise applications with insurers and assist in proper documentation and maintenance of each application.

c. Clearly and effectively communicate with sales team to provide prompt and accurate supports on preparation of quotation, proposal decks, presentation, and training decks.

* Handle policy placement related matters.

* Be the LCPA point of contact with the local regulatory authority, i.e. CBIRC / PBOC and assist LCPA function in managing administration requirements from local regulatory which are generally on the following: a. Assist in CBIRC/PBOC filing and system maintenance. b. Assist in conduct reviews, disseminate and maintain CBIRC/ PBOC announcements and action plan. c. Assist in prepare and submit any quarterly and annual, as well as ad hoc reporting to CBIRC/PBOC

* Attend meetings with external business partners and clients if needed, facilitating the sales process and documentations handling.

* Ensure proper keeping and filing of the original records & related supporting documents.

* Gain knowledge on insurance products and application workflow for HNW market.

* Work closely with internal/external stakeholders for all-round sales support.

* Participate in general improvement of internal process.

* Provide office and administrative support to sales team.

* Support the development and implementation of local projects for PCS China

* Take on additional responsibilities as and when necessary.