庫務部 - 高級文員/ 文員 Treasury Department - Senior Clerk/ Clerk Job in 財務及金融 in 所有澳門特別行政區地區 - Job Description
職位內容

 

  • 公司名稱: 忠誠保險 Fidelidade Macau Life Insurance Company


  • 忠誠保險（Fidelidade – Companhia de Seguros, S.A.）是歐洲歷史最悠久的保險公司之一。忠誠保險是由Fidelidade-Mundial及Império-Bonança兩間保險公司合併而成，其公司起源於1808年。

    忠誠保險自1999年起在澳門特別行政區開始發展人壽保險（包括私人退休基金）及非人壽保險業務。在澳門，忠誠保險積極為客戶提供最多元化的保險服務及為個人及企業客戶提供最佳的保障方案。

    Fidelidade – Companhia de Seguros, S.A. (hereinafter referred to as “Fidelidade”) is one of the oldest insurance companies in Europe. Fidelidade arises from the merger between two insurance companies, Fidelidade-Mundial and Império-Bonança whose origins date back to the year 1808.

    In the Macau SAR, Fidelidade is duly authorized to perform insurance activities through two branches for life (including private pension funds) and non-life insurance businesses since 1999. Fidelidade has been servicing Macau with a diversified range of solutions for the protection of individual customers and companies.

    Know more about us 了解更多: https://www.fidelidade.com.mo/

庫務部 - 高級文員/ 文員 Treasury Department - Senior Clerk/ Clerk

Ref. no.: FM.03.042025

Responsibilities職位內容

  • 提供客戶服務，以專業的方式解答客戶查詢及要求
  • 處理應收賬戶：收取、結算及記錄保單之相關收費
  • 妥善收取保費，並正確向保單持有人/合資格付款人、代理人及經紀發出保單收據
  • 處理付款（匯款/轉賬）及開發支票
  • 維護適當的出納檔案和記錄
  • 執行交易對賬並確保每日準確收款
  • 處理日常事務並對數據進行驗證
  • 處理銀行入數和戶口管理
  • 通知客戶領取支票/文件或跟進電話

  • Provide counter service and answer customers enquiries and requests in a professional manner
  • Accounts receivable: Receive, settle, and record policy payments
  • Collect premium properly, and issue policy receipts to Policyholders / eligible payor, agents, and brokers correctly
  • Payment preparation (remittance/Transfer) and cheques issues
  • Maintain proper files and records of Cashier
  • Perform transaction reconciliation and verify the accuracy of daily collection
  • Process routine transactions and supports preliminary validation
  • Bank deposit execution and control
  • Provide notification to clients to pick up cheques/documents or ad hoc service calls

Requirements職位要求
  • 大學畢業
  • 具一至兩年銀行出納員或相關職位之經驗，具會計知識優先
  • 工作細心、卓越的客戶服務能力
  • 良好的中英文口語和書面表達能力，能以中文及英文溝通 (有葡語基礎優先)
  • 良好的團隊合作精神及積極的工作態度，能同時兼顧多項工作
  • 精通電腦文書操作 (Excel, Word)

  • University graduate
  • Experience working within the insurance industry environments is preferred; Accounting knowledge is preferred
  • Attention to detail, Excellent customer service skills
  • Good command of English and Chinese, both spoken and written; Chinese and English speaker (Portuguese knowledge is an advantage)
  • Good team player with positive working attitude, Ability to multitask
  • Computer literate (Excel, Word, Access Database)


We offer attractive remuneration packages to successful candidates!
If you're an interested applicant, please provide us the following information:
  • Updated and detailed resume (CV)
  • Recent photo;
  • Any documentation (academic qualification certificates; prior employment letters; etc.) you find relevant;

and send your application to: HR@fidelidade.com.mo

  • 職位要求

  • 基層員工 
  • 所有澳門特別行政區地區, 澳門特別行政區 
  • 學士學位 
  • 銀行及金融服務業 
  • 財務及金融 (金融) 
    銀行及保險 (保險) 
    財務及金融 (綜合) 
  • 16/04/2025 

 

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