Insurance team administrative secretary

AXA 安盛保險·Insurance

HK work permit required

Less than 1 year exp

Diploma of Secondary School

5 days per week, Fixed

HK $16K-18K/Month

Job Highlights

Year-end bonus, performance bonus, double pay

Comprehensive on-the-job training, professional course subsidies

Team dinners, employee outings

Job Description

Insurance team administrative secretary

Job Responsibilities:

Handle team daily administrative work, including contracts, reports, letters, archiving and management.
Manage office administrative affairs, including environmental maintenance, equipment management (copying/faxing/office machines), stationery supplies procurement and inventory management.
Handle team expenses, reimbursement, and other basic accounting tasks.
Assist business colleagues in preparing and reviewing insurance application documents to ensure data accuracy and completeness, thereby accelerating the submission process.
Enter customer and policy information accurately into the company system (CRM/policy management system), and regularly maintain and update it.
Actively track the progress of each insurance policy's underwriting, loan application, and claim processing, and immediately report abnormal situations to sales agents.
Assist in handling insurance policy contract changes, claim applications, etc. documents for sorting and delivery.
As the first-line customer service window, we initially respond to customers' basic inquiries about policy status and payment methods, and properly refer them.
Assist team leaders in sorting out performance data, creating various reports (such as: weekly reports, monthly reports, activity volume management reports)

Requirements:

College or university degree or above.
At least 1-2 years of administrative assistant or secretary-related work experience.
Proficient in Chinese input (60 characters per minute is ideal) and MS Office office software (with emphasis on Word, Excel, Canva).
Have excellent communication and coordination skills and customer service enthusiasm.
Have good stress resistance and time management skills, and be able to handle multiple tasks efficiently.
Applicants with administrative experience in the "insurance industry" or "financial industry" are preferred.
Familiarity with insurance company internal systems (such as policy administration, CRM systems) is preferred.
Preference will be given to those with a "life insurance agent" license.
Familiar with basic accounting processes and reimbursement operations.

Benefits: