Manager I, Agency and Broker Operation Solution

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Responsibilities

• Provide case management on new business cases, policy servicing requests and claims cases.
• Review applications ensuring all necessary information is provided.
• Handle premium financing requests ensuring all requirements including but not limited to the affordability test and financial evidence requirements are satisfied.
• Work closely with Agency and Broker channel for application status and requirements.
• Identify process optimization opportunities, propose solutions, and implement the approved changes.
• Support ad hoc projects where assigned

Requirements

• Bachelor degree or equivalent qualification
• Professional qualification in life insurance, i.e. FLMI or HKFI qualification will be an advantage
• 5 years' experience in insurance operations and case management or brokerage operations preferably with a focus on MCV clients and jumbo case
• Understanding of trust, corporate structures and AML framework
• Excellent communication, presentation, and problem-solving skills
• Strong written and verbal communication in Mandarin and English

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:
Customer Service / Operations

Posting End Date:
30/05/2026