Key Responsibilities
Distribution Compensation and Benefits: Process and reconcile compensation, bonuses, incentives and fringe benefits in accordance with company policies.
Agent Registration & Licensing: Manage onboarding and licensing processes for new agents, ensuring compliance with regulatory requirements.
CPD Record Keeping: Maintain accurate records of Continuing Professional Development (CPD) activities for all agents.
Agent Movement & Termination: Track and process agent transfers, resignations, and terminations in a timely and confidential manner.
Policy Assignment: Coordinate and assign policies to agents, ensuring proper documentation and system updates.
Data Management and Filing: Maintain and update agent databases, ensuring accuracy and integrity of information and ensure proper filing in system
Requirements
Minimum 2 years of experience in agency operations, insurance administration, or related fields
Proven experience in administrative roles within insurance, or agency operations
Strong understanding of licensing and compliance requirements
Excellent organizational and communication skills
Proficiency in Microsoft Office and database management systems
Ability to handle sensitive information with discretion
Salary: Neg
Locaton: Wanchai
職位詳情
- 工作經驗
- 3年 – 8年
- 學歷
- 學士
- 行業
- 保險 / 退休保障 (強積金)
- 職能
- 保險 > 其他
- 地區
- 灣仔
- 僱用類型
- 全職
- 發佈日期
- 2026年8月1日
