KA WAI,CHARLOTTE WONG

1) Provide professional insurance advice and services to clients, helping them choose the most suitable insurance products.

2) Seek potential clients and conduct interviews to understand their needs and financial situations, providing corresponding recommendations. Additionally, responsible for handling policy applications, renewals, and claims to ensure that clients' needs are met in a timely manner.

3) Maintain client records and regularly follow up on the needs and satisfaction of existing clients.

1)Providing professional insurance advice to clients and designing suitable insurance plans based on their needs.

2)need to understand the features and terms of various insurance products and be able to explain them clearly to clients. Additionally, insurance practitioners are responsible for handling policy applications, renewals, and claims.

3) Ensure that clients' needs are met. They also participate in training to enhance their professional knowledge and achieve sales targets.