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Officer/ Senior Officer - Agency Distribution

Job description

Company:

Our client is a leading Insurance organization that champions a culture where collaboration fuels efficiency.

The Role:

They are actively seeking an Officer/ Senior Officer to join their organically growing team.

Strong administrative experience from Insurance - Welcome to apply

Key Responsibilities:

  • Manage the end-to-end licensing process for individual agents, including new registrations, renewals, cancellations, and CPD tracking for both HKIA and MPFA.
  • Validate recruitment offers and ensure the completeness of application packages.
  • Review assessment forms and income calculations for organic recruits prepared by team members.
  • Support visa applications for new recruits and handle visa renewals for existing agents.
  • Address recruitment-related inquiries from agency channels and explain contractual documents to agents and agency leaders.
  • Liaise with internal stakeholders (Distribution, Finance, and Agency) to maintain accurate system records and facilitate bonus payment arrangements.
  • Assist in the preparation of bilingual contractual documents.
  • Review and update bilingual agency manuals and guidelines.

Essential Experience and Skills:

  • Minimum of 2 years of work experience within the Insurance industry, preferably with exposure to agency registration, contracting, recruitment functions, agency administration, or distribution support.
  • Fluent in English, Cantonese, and Mandarin.
  • Strong command of Microsoft Office applications.