Rex Ip Email & Phone Number

Tsimshatsui

• Handle the daily operations of after-sales services for life and non-life insurance policyholders
• Follow-up underwriting memo, outstanding documents of the pending application for the new business case
• Design, update, and revamp the PowerPoint presentation for the regular agency meeting session
• Participate in the recruitment seminar activities, revising the topics and content of the PowerPoint presentation
• Draft the recruitment advertisement, interview the potential applicants, and recommend suitable recruits
• Refer potential recruits to join the Life Agency business team

Hong Kong SAR

• Manage a team of customer services executives in handling daily operational activities including incoming inquiries from telephone, email, walk-in, and multi-media channels.
• Provide quality claims and customer services to the policyholders and the public.
• Ensure compliance, quality assurance on customer services, and complaint management.
• Provide ongoing training and development to the customer services team to enhance better customer experiences.

Hong Kong, Hong Kong SAR

An experienced insurance trainer, recruiter, and coach specializing in the recruitment of potentials for transforming successful sales producers and future sales leaders.

Tsimshatsui Kowloon

• Handle the daily operations of after-sales services for life and non-life insurance policyholders
• Follow-up underwriting memo, outstanding documents of the pending application for the new business case
• Design, update, and revamp the PowerPoint presentation for the regular agency meeting session
• Participate in the recruitment seminar activities, revising the topics and content of the PowerPoint presentation
• Draft the recruitment advertisement, interview the potential applicants, and recommend suitable recruits
• Refer potential recruits to join the Life Agency business team

Hong Kong SAR

• Handle all Insurance Intermediaries Quality Examination (IIQE) Papers 1, 2, 3, and 5 and Mandatory Provident Fund (MPF) preparatory training courses to pre-contract agents for passing the requirement of insurance.
• Deliver hard skills courses of Life Insurance, General Insurance, MPF, Universal-Life Premium Financing, and Investment-Linked Assurance Scheme (ILAS) product features; newly-joined organic agent or experienced.
• Conduct soft skills courses in SPIN selling; SWOT analysis marketing; tailor-made bundle selling workshops; miscellaneous non-core CPD accredited modules, and core compulsory compliance classes for contracted direct.
• Plan, design, update, and revamp the training curriculum, methodologies, and material for supporting the ever-changing needs of direct agency, brokerage, and bank distribution channels
• Edit and upload the selected training class video onto the agency portal for direct intermediaries to review
• Convert PowerPoint and learning quizzes onto the e-learning platform for intermediaries to participate

Hong Kong, Hong Kong SAR

• Deliver Insurance Intermediaries Quality Examination (IIQE) Papers 1, 2, and 3 preparatory training courses to pre-contract agents for passing the requirement of insurance licensing
• Conduct Life Insurance, General Insurance product features course, newly-joined telemarketer induction, tailor-made tele-selling workshops, and compliance courses for contracted telemarketers
• Design and revise the training courses and materials to support the training needs of the direct telemarketing team
• Maintain accurate training records for insurance telemarketers to fulfill the annual license renewal requirement of the Continuing Professional Development (CPD) program
• Arrange external CPD courses for the enrollment of telemarketers, maintain accurate CPD certificates, and records

Hong Kong, Hong Kong SAR

• Handle personal sales and marketing of Traditional Life, Universal Life, Investment-Linked Assurance Scheme (ILAS), General Insurance, and MPF products
• Provide quality after-sales services to policyholders and get referral sales from existing clients
• Recruit and lead the team of agents; manage the new businesses of team members
• Attended an exclusive in-house professional sales seminar in 2001 by USA guest speaker Mr. Brian Early at Hong Kong Polytechnic University
• Completed a 6-day intensive management course in 2002 for sales managers: The Essentials of Management Development (EMD), including Alfred Granum’s One Card System (OCS) Module, the Education Resource Group 1998, and.

Hong Kong, Hong Kong SAR

• Handle personal sales and marketing of Universal Life, Investment-Linked Assurance Scheme (ILAS), General Insurance, and MPF products
• Provide quality after-sales services to policyholders and get referral sales from existing clients
• Qualified for the annual company convention tour to Osaka, 1999, and Dubai, 2000
• Completed LOMA level 1 (FLMI 280 and FLMI 291) in November 1999
• Acquired IIQE Paper 1 (Principles and Practice of Insurance) in March 2001
• Acquired IIQE Paper 2 (General Insurance) in April 2001

Hong Kong, Hong Kong SAR

• Handle sales and marketing of Ricoh digital office machinery to designated valued corporate accounts covering the finance, legal, and hotel industries
• Provide quality after-sales services to end users and get referral sales from existing clients
• Qualified for the annual company sales convention tour to Florida Disney World in 1997

Bachelor'S Degree, General Studies

Higher Education University Institution

University Transfer Program, Sociology, University Transfer Program

High School/Secondary Diplomas And Certificates, 12