Client Service Associate - China Practice
Core
Support assigned service teams by providing excellent service and deliverables to internal stakeholders while undergoing insurance brokerage training.
Role type
Junior Client Service Associate (Insurance Brokerage Trainee)
Builds
Client service support, internal reports, and client presentation materials for insurance brokerage clients.
Domain
Insurance brokerage / Life & Health Insurance
Required skills
Insurance knowledge, Life & Health Insurance License, Microsoft Office (Word, Excel, PowerPoint, Outlook), Data entry, Report generation, Liaising with external partners, Information compilation
Preferred skills
Internship experience, Chinese or Mandarin fluency, Administrative support experience
Responsibilities
Run reports and distribute to internal teams, Review, audit, and enter information into systems, Liaise with external partners to maintain client information, Gather and compile information for client deliverables, Assist in preparing and binding client presentations, Provide backup to local administrative support
Seniority
Entry-level, Trainee