Job Duties:
- Deliver training and hands-on support to agency managers and team heads on new work applications, apps, and websites, including developing concise quick notes and conducting briefings or demonstrations.
- Guide agency managers on how to effectively use digital tools for business development, recruitment, client retention, and CRM.
- Identify and communicate critical factors that may affect the performance and adoption of applications, such as system compatibility, user accessibility, and data security.
- Enhance customer service and business follow-up efficiency across agency teams by promoting the effective use of technology.
- Liaise with relevant departments (such as IT, Operations, and HR) to coordinate training sessions, gather feedback, and monitor the impact of technology adoption.
- Track training participation and collect feedback to recommend improvements to digital tools and training approaches.
- Provide ongoing support and troubleshooting to agency teams to resolve technical issues and ensure smooth operation of applications.
- Stay updated on industry trends and new technology relevant to insurance agency operations, and share insights with agency teams.
Requirements:
- Diploma or above in Business, Information Technology, Insurance, or related field.
- At least 3 year of experience in digital-related roles, training, or digital transformation, preferably within insurance or financial services.
- Strong understanding of digital tools for business development, recruitment, client retention, or CRM.
- Excellent communication and presentation skills.
- Proficiency in Mandarin and Cantonese; English is an advantage.
- Ability to explain technical concepts in a clear, practical manner to non-technical users.
- Strong problem-solving skills and attention to detail.
- Experience in cross-functional collaboration is an advantage.