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簽單員(Technical Representative, TR)

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簽單員(Technical Representative, TR)

FIVESURE INSURANCE BROKERS (HK) LIMITED

簽單員(Technical Representative, TR)

13 days ago

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Important information


Contract type:

Permanent

Salary:

HK$240,000 – HK$360,000 / year

Location:

Hong Kong Island, Hong Kong

Work mode:

Onsite

Published on:

8 October 2026

What they need


主要職責:
1、客戶服務與簽約支援:直接接待客戶,講解產品條款及流程;核對客戶來港預約及資料;協助填寫、錄入及核對簽約信息,完成投保文件準備及簽署手續。
2、保單跟進與核保:跟進保單出單、核保進度,處理保險公司照會(查詢)及審批事宜。
3、售後服務:協助客戶處理續期繳費、理賠申請及其他售後相關工作。
任職要求:
1、資格牌照:必須通過 IIQE 卷 1 及卷 3 考試,持有有效保險中介人牌照;持有香港工作資格(香港永久居民或持有效工作簽證優先)。
2、經驗要求:具 5 年或以上香港保險業務從業經驗,熟悉各類產品特點及簽單流程(如具 1-2 年相關經驗且條件優秀者亦會考慮)。
3、能力素質:工作認真負責,具備良好溝通能力及服務意識;熟悉保單處理實務,細心嚴謹;
4、流利粵語、普通話及英語。

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