Senior Account Officer (Application Servicing Centre)
Posted 1 day ago by HKMC Annuity Limited
Negotiable
Undetermined
Onsite
Hong Kong
Summary: The Senior Account Officer at HKMC Annuity Limited is responsible for developing business through life insurance application services, managing customer applications, and building client relationships. This role requires collaboration with the Centre Manager and operations team to enhance the application process. The position is contract-based with potential for renewal and is focused on providing excellent customer service in the life insurance sector.
Key Responsibilities:
- To develop company business by providing life insurance application service to customers at client meetings;
- To follow up with customer applications and perform other administrative duties as required in the application process;
- To build productive relationships and create a pool of prospective clients from various sources by networking;
- To work closely with the Centre Manager as well as the operations team to identify the improvement areas in the application process;
- To perform other ad hoc duties and projects as assigned from time to time; and
- The employment will be on a contract basis and subject to renewal.
Key Skills:
- Tertiary educated with a minimum of 3 years of sales or customer service experience in life insurance industry;
- Insurance Intermediaries Qualification Paper 1 & 3 is a must;
- Sales oriented, responsible and self-motivated;
- Excellent presentation, interpersonal and communication skills; and
- Able to work under pressure.
Salary (Rate): undetermined
City: Hong Kong
Country: Hong Kong
Working Arrangements: on-site
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
HKMC Annuity Limited, a wholly-owned subsidiary of The Hong Kong Mortgage Corporation Limited, is an authorized insurer to carry on long term insurance business and facilitate retirement financial planning through the provision of annuity products in Hong Kong.
Job Descriptions:
- To develop company business by providing life insurance application service to customers at client meetings;
- To follow up with customer applications and perform other administrative duties as required in the application process;
- To build productive relationships and create a pool of prospective clients from various sources by networking;
- To work closely with the Centre Manager as well as the operations team to identify the improvement areas in the application process;
- To perform other ad hoc duties and projects as assigned from time to time; and
- The employment will be on a contract basis and subject to renewal.
Requirements:
- Tertiary educated with a minimum of 3 years of sales or customer service experience in life insurance industry;
- Insurance Intermediaries Qualification Paper 1 & 3 is a must;
- Sales oriented, responsible and self-motivated;
- Excellent presentation, interpersonal and communication skills; and
- Able to work under pressure.
(Candidates with more experience will be considered as Assistant Manager. )
Interested parties please send your full resume stating your current and expected salary by 26 November 2025.
Please visit https://www.hkmca.hk/eng/about_us/careers.html for other application methods.
Please ensure that all information provided to the HKMCA is accurate, complete and updated. Data provided which is inaccurate, misleading or incomplete may influence the process and outcome of the recruitment exercise. Please read the HKMCA Personal Information Collection Statement for Recruitment of Prospective Staff Members and Licensed Individual Insurance Agents at the HKMCA website before completing the application form. Personal data collected will be used for recruitment purposes only. Candidates not invited for interview within 8 weeks may consider their application unsuccessful.