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customer relationship officer

SUN LIFE·Insurance
HK$ *****
Higher Diploma or Associate Degree
No experience limit
HK work permit required
4 to 8 hours/day, Working day negotiable, Hybrid

Send application message

Work benefits
Year-end bonus
Extra Medical Insurance

Job Description
Job Responsibilities

  • Manage and maintain strong, long-term relationships with key customers through regular communication, proactive follow-ups, and personalized service.
  • Respond promptly and professionally to customer inquiries, complaints, and feedback across multiple channels including email, phone, and in-person interactions.
  • Collaborate with sales, marketing, and support teams to identify customer needs, resolve issues efficiently, and contribute to retention and upselling initiatives.
  • Maintain accurate and up-to-date records of all customer interactions, preferences, and history in the CRM system to ensure continuity and informed decision-making.
  • Monitor customer satisfaction metrics and participate in continuous improvement efforts to enhance overall service quality and experience.

Requirements

  • Bachelor’s degree in Business Administration, Marketing, Communications, or a related field; relevant professional certifications are a plus.
  • Exceptional interpersonal, verbal, and written communication skills with the ability to build rapport and de-escalate challenging situations effectively.
  • Proficiency in CRM platforms (e.g., Salesforce, HubSpot), Microsoft Office Suite, and familiarity with basic data analysis tools.
  • Strong organizational skills, attention to detail, cultural sensitivity, and a genuine commitment to customer-centric values.

Benefits

  • Competitive base salary complemented by performance-based incentives and annual bonus opportunities aligned with individual and team goals.
  • Flexible work arrangements including hybrid scheduling options and generous paid time off, including wellness days and family leave provisions.
  • Ongoing professional development through internal training, external workshops, mentorship programs, and tuition reimbursement support.
  • A collaborative, inclusive workplace culture that values innovation, integrity, and employee well-being, supported by regular recognition and team engagement activities.
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Languages
Cantonese
English
Mandarin
Skills
B2B Sales
Customer Relationship
Banking Products

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Ellie Tsang
SUN LIFE · Executive Business Manager
Active within 3 days

Job Location

觀塘-Kwun Tong, Kwun Tong

觀塘

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Company Overview

Sun Life: A century-old financial giant, leading the new era of wealth management Founded in 1865, Yung Ming Financial, the oldest multinational life insurance company in Hong Kong (established in Hong Kong in 1892), has achieved industry benchmarks with its 160-year solid foundation. We have been selected for 16 consecutive years as one of the "Global 100 Most Sustainable Development Enterprises", and we have been honored with the highest MSCI ESG AAA rating, demonstrating our steadfast commitment to long-term value. Financial strength leading the industry 152% solvency ratio (twice the regulatory requirement), with a top credit rating of Standard & Poor's AA and Moody's Aa3 ROE reaches 17.2% (30% above industry average), EPS $4.89, first in the industry, creating a 47% total return for shareholders over 5 years AUM of $1.13 trillion, empowered by over 800 professional investment teams globally to enhance asset value Hong Kong market leader 2024 year-on-year growth of 90% (market 3.2 times), the agent channel remains firmly in the top five in Hong Kong High net worth business absolute advantage: Over one billion yuan in insurance policies account for 11.9%, and insurance policies with a value of tens of millions of yuan account for 30.9% of the first year's insurance premiums One in eight Hong Kong residents is a customer, and the MPF market share is third Agent empowerment system Sun Gateway: 23,000 square feet of high-end wealth management center, serving billion-dollar asset customers Exclusive training resources: co-host the first family office course in Hong Kong with Hang Seng University, cultivating professional talents Innovative service support: ⭐ Market unique "original red envelope guarantee" savings product ⭐ eSun Medical Support (covering over 4,200 hospitals in mainland China) ⭐ Asia-Pacific's first family office forum Join us and share the growth bonus Yong Ming Financial is expanding the market at a leading 90% growth rate in Hong Kong, and is now recruiting elite agents to provide you with: ✅ Industry-leading training and digitalization of sales tools ✅ Sustainable Development Financial Products Matrix Partner with a century-old financial platform to define the new future of wealth management!


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