Prudential Corporation Asia is one of Asia’s leading life insurance companies with more than 14 million customers in 12 countries. The company is a business unit of Prudential plc of the United Kingdom, and offers a wide range of life insurance, protection, savings and retirement products and services....
Prudential Corporation Asia is one of Asia’s leading life insurance companies with more than 14 million customers in 12 countries. The company is a business unit of Prudential plc of the United Kingdom, and offers a wide range of life insurance, protection, savings and retirement products and services. With a long heritage in Asia, the company has over 500,000 financial consultants who live up to the promise every day to be “Always Listening. Always Understanding". Eastspring Investments, our asset management arm, is one of the region’s largest asset managers with on-the-ground presence in 10 markets as well as distribution offices in the US and Europe. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.

Senior Officer / Officer, Partnership Operation

Job level Middle
Education Not applicable
Location
Within Hong Kong
Employment type Full Time
Benefits 5-day week, Insurance plan, Medical plan
Industry Insurance / Pension Funding (MPF)
Job function Sales / Business Development / Customer Service > Business Development
Sales / Business Development / Customer Service > Customer service / Sales Support
Published On 13/01/2019

At Prudential, we understand that success comes from the talent and commitment of our people. Together, we have a shared vision in securing the future of our customers and our communities. We strive to build a business that you can shape, an inclusive workplace where everyone’s ideas are valued and a culture where we can thrive together. Our people stay connected and tuned in to what’s happening around us, keeping us ahead of the curve. While focused on the long-term, we look to the future to bring growth, development and benefit to everyone whose lives we touch.

The incumbent works under the Partnership Operation team, responsible to co-ordinate activities for sales channel and to provide administration and clerical support.

Job Descriptions:

  • Provide sales support hotline and email services for salesforce
  • Arrange sales related items, brochures and stationery delivery and replenishment
  • Maintain sales staff movement record accurately and timely and to update relevant internal parties
  • Handle and arrange mailing of customer documents dispatched from policy administration department
  • Follow up outstanding documents and return mails with customers & salesforce handle and arrange premium financing document delivery with business partner
  • Compile sales activities customization reports for business partner
  • Act as a central party of communication to co-ordinate activities with internal parties (e.g. Underwriting, Policy Administration, Customer & Claims Servicing and etc.)
  • Assist to investigate customer compliance case and co-ordinate with expenses settlement
  • Provide ad hoc sales admin support to cross team and other co-ordination related duties as requested by management
  • Handle ad hoc project as assigned by supervisor

Job Requirements:

  • Diploma or Degree in either Business Management or Financial related discipline
  • Minimum of 4 years relevant experience in sales administration and operation experiences, preferably in the Financial Industry
  • Effective communication and good time management skills
  • Detail minded, good team player, proactive
  • Proficiency in MS Excel and Powerpoint
  • Good in both written and spoken English
  • Candidate with less experience may be considered as Officer

For other vacancies, please visit our website at https://prucareer.prudential.com.hk We offer an attractive remuneration package including 5-day work week and flexible benefits. Please submit your application with present and expected salaries online. To apply: https://prudential.wd3.myworkdayjobs.com/prudential/job/Hong-Kong/Senior-Officer---Officer--Partnership-Operation_18120034

Data collected will be used for recruitment purpose only and will be kept for 24 months. Only short-listed candidates will be notified.