Senior Agent Service Executive

The Senior Agent Service Executive will serve as the primary point of contact for distribution partners, handling complex enquiries and providing timely solutions.

Responsibilities:

• Respond to and resolve distribution channel enquiries with professionalism and accuracy.
• Provide guidance and support to agents on policy details, claims, and procedural matters.
• Collaborate with the new business team to gather required information for underwriting assessments.
• Assist underwriting staff in evaluating applications post-training, ensuring compliance with internal standards.
• Maintain up-to-date knowledge of Chubb Life products, regulations, and market trends.
• Identify recurring issues and propose process improvements to enhance service efficiency.
• Prepare and deliver regular performance reports on enquiry handling metrics.
• Facilitate training sessions for junior staff and distribution partners as needed.
• Coordinate with cross-functional teams to resolve escalated customer concerns.
• Ensure all communications adhere to company policies and regulatory requirements.

Qualifications:

• University graduate preferred or matriculated candidates with at least 2 years of relevant experience in life insurance industry.
• Minimum 5 years of experience in insurance agent services or customer service support.
• Strong understanding of life insurance products and underwriting processes.
• Excellent communication skills in English and Cantonese; Mandarin is a plus.
• Proven ability to manage complex enquiries and deliver solutions promptly.
• Analytical mindset with strong problem-solving capabilities.
• Proficiency in Microsoft Office suite.
• Ability to work independently and as part of a collaborative team.
• Commitment to continuous learning and professional development.