Manager, Agency Development (case Management)

Prudential

Hong Kong, Hong Kong
Develop new business opportunities
Collaborate with marketing and sales
Provide training and case sharing
Prudential's purpose is to be partners for every life and protectors for every future, creating a culture where diversity is celebrated and inclusion is assured

Job Summary

  • Prudential's purpose is to be partners for every life and protectors for every future, creating a culture where diversity is celebrated and inclusion is assured.
  • This role involves identifying and developing new business opportunities, collaborating with marketing and sales teams, and providing training to frontlines to uplift productivity.
  • Key responsibilities include assisting clients with policy applications, following up on underwriting requirements, and communicating with stakeholders to expedite the process.

Matching Summary

Prudential's purpose is to be partners for every life and protectors for every future, creating a culture where diversity is celebrated and inclusion is assured.

Skills & Requirements

Must-have

  • Develop new business opportunities
  • Collaborate with Marketing and Sales
  • Provide training and case sharing
  • Update case information and MI
  • Assist client with policy application
  • Expedite underwriting process

Nice-to-have

  • Partners for every life
  • Protectors for every future
  • Connect, Grow, and Succeed
  • Diversity is celebrated
  • Support career ambitions

Key Requirements

  • 5 – 8 years of case management experience
  • Complete understanding of new business applications for Life insurance
  • Good knowledge of insurance sales & business development
  • Strong interpersonal and communication skills
  • Strong problem solving and negotiation skills
  • Strong customer services and detail-oriented
  • Ability to work under pressure and multi-task
  • Proficient in Word, Excel and Power Point
  • Good professional presentation skills
  • Excellent command of English and Chinese

Work Rights

Not specified

Tailored Resume

Cover Letter