Assistant Manager, Retail Services Management (Distribution / General Insurance)

Job Summary

• The Retail Services Management team is dedicated to deliver exceptional service in sales operation management, encompass sales process optimization, strategic business transformation and innovative business concepts through a range of business initiatives/projects, performance analysis, and cross-functional collaboration. This commitment involves actively engaging with business channels and operations teams to address customer requirements and ensure a seamless pre- and post-sales journey
• Additionally, the team focuses on business sales and proposition development by implementing tailored products and end-to-end operational process to streamline operations across various distribution channels, including local brokers, agencies, individual agents, financial institutions, direct channels, affinities, and digital partnerships
• Within this role, the candidate is expected to undertake dual responsibilities for supporting the managers in sales operation management and contributing to innovative business ideas while designing transformation models include but not limited to existing workflows to generate enhanced value for customers

Job Responsibilities

• Continuous Improvement Program (CIP): Support managers in planning, coordinating, and executing strategic distribution and operational projects, including project workstreams under the Continuous Improvement Program (CIP), which comprises a list of projects / initiatives targeting operational improvement in different channels and service touchpoints
• Business analysis and sales planning: Collaborate with managers and department head to process and analyze sales data, quantify financial and non-financial benefits of projects/initiatives, engage with Distribution Team to meticulously monitor and evaluate sales performance, proactively identifying potential concerns, conducting in-depth analyses of specific segments to uncover growth opportunities, and performing root cause analyses
• Partnership operational process and proposition: Collaborate with managers and Distribution team to implement innovative and bespoke insurance products, and holistic customer and business operation journeys, including acquisition, fulfillment, and renewal process for key business partners across different industry verticals. Additionally, review current processes for optimization through process mapping and re-engineering
• Stakeholder engagement: Actively engage key stakeholders in various projects and operational processes, soliciting their insights, feedback, and collaboration to ensure their perspectives and interests are duly considered

Job Qualifications:

• Bachelor’s degree in Business Administration, Finance, Marketing or related fields with 3 to 5 years of work experience in financial institutions, business consulting, or operation transformation
• Strong interpersonal communication skills, Powerpoint preparation and presentation skills, business analytic skills, results-oriented, business-savvy, innovative, and a collaborative team player comfortable with sharing new ideas
• Previous experience working in consulting/transformation projects is advantageous
• Familiarity with General Insurance business and a comprehensive understanding of the entire GI operation process from frontend to backend are beneficial
• Basic programming skills (e.g., Excel VBA, PowerBI) would be a plus
• Good communication skills and proficiency in spoken and written English

Why Zurich

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? 

We are an equal opportunity employer who knows that each employee is unique - that’s what makes our team so great! 
Join us as we constantly explore new ways to protect our customers and the planet.
 

• Location(s):  HK - Hong Kong