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Associate Director&Senior Director(brokerage channel)up to 1.3m

Robert Half Hong Kong
Hong Kong, Hong Kong
Closing date
Jun 13, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The Company

My client (well established life insurance company) is looking for a Director and Senior Director under their brokerage department. These two position will support and drive the brokers' sales performance.


The Role
  • Support department head in developing programs and roadmaps pivoting a human center contact center for servicing customers and distributors.
  • Review, design and execute changes to internal processes, eliminate redundant tasks and drive digital processes for the benefits of customer and staff experience.
  • Recognize customer needs and expectation to revamp and modernize contact center systems with a focus on customer experience and human center process.
  • Design customer journey via IVR and Chatbot, optimize the usage of IVR self-serve functions and promote STP.
  • Employ data to identify improvement opportunities and establish actions plan for service and process transformation.
  • Partner with Transformation Team to facilitate the successful implementation of Digital Customer Leader Agenda for Contact Center.
  • Assist in monitoring hiring progress, FTE trend, cost forecast, KPI performance; and prepare management updates material and presentation.
  • Lead review meetings, deliver regular communications regarding center performance progress, area of attention and expected improvement actions.
  • Work with team heads from different workstreams under contact center for capacity planning, CSO scorecard and workforce management.
  • Facilitate staff engagement for energizing a diverse team and promoting a positive work environment.
Your Profile
  • With minimum 8+ years of experience in Bank or Life insurance
  • Background in customer journey design, contact center/operations management, digital transformation, or process re-engineering.
  • Experience in insurance industry and agency servicing would be an advantage.
  • Highly self-motivated, independent with collaborative mindset, exceptional interpersonal and critical reasoning skills to influence and coordinate with diverse teams.
  • Excellent presentation and communication skills, with the ability to convey complex ideas to a wide range of stakeholders in English and Cantonese.
  • Strong in problem solving, logical and structured, comprehend complex situations for effective solutions and alternatives.
  • Knowledge of Contact Center technology, ie. Salesforce, Amazon Connect, Chatbot, Voice-bot, Live chat, Workforce Management tools.
Senior Director

The Role
  • Drive brokerage/IFA distribution channel expansion; develop and maintain professional relationship with both IFA and local brokers and accountable for new business development
  • As a team leader to lead the sales team to develop and execute product, marketing and sales strategies to maximize the revenue of each major/key account to deliver the top line revenue growth as defined by the Company sales plan
  • Strong technical knowledge in Individual Life (including ILAS and HNW products)
  • Experience with MPF and EB brokers is an advantage
  • Resourceful and able to create new client relationships
  • Develop and conduct tailor made training and provide excellent sales support and product expertise at all points during the sales process
  • Lead and collaborate with internal stakeholders to develop a competitive sales platform
  • Keep abreast of the market development and regulatory requirement and ensure a high standard of internal control and compliance
Your Profile
  • Degree holder with major in Business or Finance
  • At least 8 years in marketing field
  • Demonstrable track record of success
There is attractive sales incentive for the Senior Director; no sales target pressures for AD grade.

Apply Today

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