Senior Manager, Distribution Operation & Administration

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

• →Assist the Head of Distribution Operation & Administration to oversee the distribution operation to cope with on-going distribution channel business development within the Division
• →Establish and maintain effective systems and controls on proper selection and administration of insurance intermediaries in compliance with applicable legal and regulatory requirements
• →Lead a team to handle the license and registration affairs of insurance intermediaries, enquiries/ correspondences from regulators and coordinate compliance training to insurance intermediaries where necessary
• →Formulate and execute policies & procedures of insurance intermediary administration; Coordinate and liaise with related departments for the preparation and regular review of Agent/Broker agreements, forms and correspondences
• →Coordinate with Business Quality Partner Drive on various compliance reporting/reviews within the Division, such as external/internal audit, risk management, credit control and complaint investigation concerning insurance intermediaries
• →Monitor the CPD Training plan and compliance reporting of insurance agents; coordinate compliance training/reminders to insurance intermediaries where necessary
• →Support the Division to develop and review various internal policies & procedures for uplifting on-going compliance with Group standards, to monitor the implementation of business quality requirements and best practice within the Division
• →Manage various workflow revamp and system enhancement on license and registration affairs
• →Support Head of Distribution Operation & Administration and Division Head in Task Force on Intermediary Management related administration and regular reporting
• →Manage the distribution operation, including promotion campaign management, MIS reporting, insurance intermediaries’ compensation and communication, Super Agent e-Platform enhancement and maintenance, etc.
• →Perform any ad-hoc duties as assigned

• Degree holder, preferably in business or insurance related disciplines
• Qualified IIQE, LOMA, ANZIIF(Senior Associate) qualifications or other related professional/ insurance status is an advantage
• Minimum 7 years of relevant experience with at least 3 years’ at managerial level
• Sound knowledge of the Insurance Ordinance, Code of Conduct for Licensed Insurance Agents & Brokers, Personal Data (Privacy) Ordinance and other relevant regulatory requirements
• Strong leadership, analytical and decision making skills
• Positive-thinking, self-motivated, willing to take on additional responsibility and work in fast paced environment
• Strong interpersonal, communication and presentation skills
• Excellent planning and attentive to details 
• Excellent command of written and spoken English and Chinese
• Proficiency in using Microsoft Word / Excel / PowerPoint

Others:

• You are preferred to obtain the license of Insurance Authority (IA) (Paper 1 and 2)
• You are required to acquire the relevant license(s) if your job involves regulated activities

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

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