Policy AO (DWM)

<p>**Working location: Shenzhen (Greater Bay Area headquarters), Hong Kong (cross-border business rotation);</p><p> The position requires AO license, those who do not have a license can assist in obtaining a license after entering the company.</p><p>One. Job Responsibilities</p><p>（I） Full cycle follow-up and management of insurance policies</p><p>● System check, process Pending status policies, ensure efficient progress of insurance policies;</p><p>●Initiate payment notifications, effective statements, etc. related to insurance policies, track them twice according to time points, and push for business closure;</p><p>● Complete paper insurance policy processing, contract delivery, and synchronize the payment receipt to the insurance company to ensure zero errors in insurance policy document work. </p><p></p><p></p><p>● Weekly/quarterly completion of unapproved insurance policies, Pending data statistics, recording internal and external check order errors, and providing data support for process optimization.</p><p></p><p></p><p></p><p></p><p></p><p>II. Job Requirements</p><p>1. Experience & Education: Bachelor's degree or above, insurance, administration, etc. related professional qualifications; More than 1 year of administrative, insurance operations or similar administrative position experience, familiar with the entire process of insurance policies;</p><p>2. Skills &amp; Qualifications: Proficient in Office (Excel/Word/PPT), with data statistics and document management abilities; Outstanding communication and coordination skills, able to efficiently interface with internal and external teams; Work meticulously and rigorously, with strong sense of responsibility, data sensitivity, and good stress resistance.</p>