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Job Description:
Manage the Sales Intermediary hotlines for Client Service Department and deliver efficient and effective client service activities with key drivers focused on quality, timeless and efficiency
Responsibilities
Ensure all Client Service activities are managed within agreed service level and turn-around-time (TAT) and to a high standard of service quality.
Conduct effective resource planning to maximize the productivity of manpower for KPI achievement.
Resolve complicated inquiry or complaint efficiently and effectively
Work closely and continuously with the floor to identify areas for improvement and implement them with the objectives to improve the skills and knowledge of team members and process efficiency and effectiveness in order to best support the client experience.
Create a culture and environment oriented to client centric, trust, open communication and cohesive team effort.
Monitor and coach the client service staff and team performance. Develop and implement training programs to new joiner and make them easily adopting to new working environment for preventing staff loss.
Extract, compile, and analysis call data to identify trends, gaps, and improvement opportunities. Generate regular performance reports and dashboards for senior management.
Lead and support cross-functional projects aimed at improving client experience and sales enablement. Coordinate with internal stakeholders to define project scope, timelines and deliverables.
Requirements
University graduated in any discipline with IA license in paper 1, 3 & 5 pass
At least 5 years in Client Service of which 2 - 3 years are at supervisory level with good knowledge in insurance and financial services industry
Competent knowledge in customer service functions
In-depth knowledge of insurance principles and terminology
Basic knowledge of underwriting and claims handling
Competent PC knowledge, includes Excel, Word, PowerPoint and Access
Proficient in Chinese Word Processing
Good spoken and written English and Chinese communication skills
We offer 5-day work, attractive salary, MPF, group life and group medical insurance and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
Customer Service / OperationsPosting End Date:
30/12/2025Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company. Sun Life has a presence in investment management with over CAD$1.3 trillion in assets under management operating in a number of countries.
Job ID: 132961463