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Client Service Representative

Sun Life Financial, Inc. Hong Kong
Posted 17 hours ago Permanent Competitive

Client Service Representative

Sun Life Financial, Inc. Hong Kong
Client Service Representative
You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

This is a non-sales customer service role that support our high performing Client Call Centre in life insurance functions. Thorough on-job training will be provided and fresh graduates are also welcome to apply.

Job Responsibilities

  • Conduct the post sales call over phone with tailor-made script to our clients in Cantonese, Mandarin and English.
  • Handle customer enquiries via hotline and walk-in services
  • Meet service standard and KPIs according to internal guidelines and rules
  • Conduct various outbound calls with documented protocols
  • Liaise with internal departments, channels and customers on replies to enquiries and required documents
  • Maintain and improves quality results by adhering to standards and guidelines; recommending improved procedures.
  • Provide customers with product and service information
  • Identify and escalate priority issues
  • Document all call information according to standard operating procedures
  • Participate in customer service-related projects and provide recommendations to improve work processes and service level of the team

Job Requirements
  • Diploma or above in any discipline
  • 2 years in client service with good knowledge of insurance industry preferred
  • Holder of IIQE paper 1, 3 and 5 is preferable (may be obtained during probation)
  • Strong team player with positive attitude
  • Client-centric with good communication and interpersonal skills
  • Detail-minded, multi-tasked and able to work under pressure
  • Good spoken and written English & Chinese (both Cantonese and Mandarin)
  • Good PC skills in MS Office

We offer attractive salary, MPF, group life and group medical insurance and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only used for recruitment purpose.)

Job Category:
Customer Service / Operations

Posting End Date:
16/07/2026
Job ID  JR00123316
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