Senior Customer Services Officer / Relationship Manager - Insurance

We are currently seeking a high-caliber talent to join our CS team as a Relationship Manager.

Responsibilities:

• Handle inbound / outbound customer inquiries, and resolve client issues in a professional and timely manner
• Collaborate with sales team on potential business opportunities
• Manage product inquires and enrollments from the Online-to-Offline (O2O) platform
• Handle after-sales services, such as policy confirmation calls, and up-/cross-selling of other products
• Cultivate and manage long-term relationships with clients, assist in sales processing and follow-up
• Support occasional face-to-face (F2F) sales, administration, and events as per business needs
• Execute ad-hoc engagement projects when required, such as roadshows and retention programs
• Prepare regular performance reports and analysis for management review
• Perform other assigned ad-hoc duties

Work Hours & Location:

• Shift duty from Monday to Friday (9:00am - 7:00pm), 5 days and 40 hours per week
• Willing to occasionally work on weekends and public holidays as per business needs
• Mei Foo (near MTR station)

Requirements:

• HKCEE/ DSE graduate or above with at least 2 years experience in insurance c ustomer service or as a tied agent
• Sales or insurance CS background and/or passion in further development in sales/ relationship management is preferred
• Passed in IIQE I, II & III is a must
• Knowledge in CRM systems
• Proficiency in MS Office and Chinese Word Processing
• Good command of written and spoken English and Chinese
• A team player with good interpersonal and communication skills, a strong sense of responsibilities
• Customer-oriented, with a focus on creating a holistic customer experience and a service-to-sales mindset
• Candidates with less experience will be considered as Customer Services Officer

We Offer:

• 14 days paid annual leave
• Comprehensive medical and dental coverage
• Attractive incentive bonus
• Structured training programme
• Staff discount
• Clear and excellent career path

HKT is an equal opportunity employer and welcomes applications from all qualified candidates. Information provided will be treated in strict confidence and will only be used for recruitment-related purposes. Personal data provided by job applicants will be used strictly in accordance with the employer's privacy statement (), a copy of which will be provided immediately upon request.