Job Title


Closing Date

: Referral Insurance Management Officer

: Head Office

: 31-Aug-2019

Minimum Requirements:

  • Bachelor Degree in Banking & Finance, Management, Business Administration or related fields
  • 1 or 2 years experiences in any related industries
  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Knowledge of data collection, analysis, and data presentation
  • Good at interpersonal and problem-solving skills
  • Ability to adapt to different and fast-moving environments
  • Ability to organize and prioritize task assigned
  • Good communication skills.


  • Coordinate with relevant departments at head office, IAs, branch managers and head of regional branch which is under its responsible to push referral and sale volumes with good quality
  • Work closely front line staff, loan officers and IAs to ensure that all staffs are well referred and sold life insurance products
  • Identify insurance needs of product opportunities and propose to direct manager for consideration and action
  • Work closely with relevant staff to make sure that their KPI is achieved
  • Work closely with product and marketing team and insurance company to come up with new product features, campaigns and promotions
  • Conduct branch site visits regularly to support staff of all areas
  • Work closely with relevant staffs to settle the customer complaint/claims and other challenges
  • Closely collaborate with insurance company staff to propose for training programs on selling and other soft skills to increase productivity of sale staff
  • Regularly refresh coaching and training to relevant staffs who sell or refer life insurance products
  • Regularly report the result of performance to direct supervisor
  • Other duties as assigned by direct manager.