Job Title: Process Executive
We are seeking a talented and organized Process Executive to join our team. As a key member of our organization, you will be responsible for assisting in the onboarding of new clients, preparing customized proposals and quotations, and maintaining accurate records of client interactions.
This is an exciting opportunity for someone who is passionate about delivering exceptional customer service and contributing to the growth and success of our business.
Responsibilities:
* Assist in the onboarding process for new individual and corporate clients by collecting and verifying documentation.
* Support the Business Development team in preparing customized health insurance proposals and quotations.
* Maintain accurate records of client interactions and proposal submissions.
* Coordinate with internal teams to ensure timely processing of new applications.
* Respond to basic client queries related to product features, benefits, and application status.
Requirements:
* Bachelor's degree in Business Administration or a related field.
* Basic understanding of health insurance products and services.
* Proficiency in CRM systems and Microsoft Office tools.
* Strong communication and organizational skills.
* Fluency in Cantonese, Mandarin, and English (speak, read, and write).
Benefits:
* Competitive salary and benefits package.
* Ongoing training and development opportunities.
* Collaborative and dynamic work environment.
About Us:
We are a leading provider of health insurance solutions, dedicated to delivering exceptional customer service and supporting the growth and success of our clients.