Senior Agent Service Executive

The Senior Agent Service Executive will serve as the primary point of contact for distribution partners, handling complex enquiries and providing timely solutions. After completing comprehensive training, the role will also collaborate with the new business / underwriting team to support application assessments to enhance operation efficiency.  

• University graduate preferred or matriculated candidates with at least 2 years of relevant experience in life insurance industry.
• Minimum 5 years of experience in insurance agent services or customer service support.
• Strong understanding of life insurance products and underwriting processes.
• Excellent communication skills in English and Cantonese; Mandarin is a plus.
• Proven ability to manage complex enquiries and deliver solutions promptly.
• Analytical mindset with strong problem‑solving capabilities.
• Proficiency in Microsoft Office suite.
• Ability to work independently and as part of a collaborative team.
• Commitment to continuous learning and professional development.

• Respond to and resolve distribution channel enquiries with professionalism and accuracy.
• Provide guidance and support to agents on policy details, claims, and procedural matters.
• Collaborate with the new business team to gather required information for underwriting assessments.
• Assist underwriting staff in evaluating applications post‑training, ensuring compliance with internal standards.
• Maintain up‑to‑date knowledge of Chubb Life products, regulations, and market trends.
• Identify recurring issues and propose process improvements to enhance service efficiency.
• Prepare and deliver regular performance reports on enquiry handling metrics.
• Facilitate training sessions for junior staff and distribution partners as needed.
• Coordinate with cross‑functional teams to resolve escalated customer concerns.
• Ensure all communications adhere to company policies and regulatory requirements.