An insurance broker is looking to hire a senior operation candidate with solid experience in life insurance industry or insurance brokerage firm. Proficiency in both Cantonese and Mandarin is required.
Responsibilities:
Operational and Administrative Management:
- Maintain and update insurance business records, handle policy documentation and manage post-sale services such as premium renewals
- Prepare and deliver weekly business reports and ad-hoc reports as needed
- Update commission schedules, maintain accurate financial ledgers and generate monthly statements for various business partners and channels
- Support the Accounting Team with payments, record-keeping and other relevant administrative tasks
- Provide general administrative and clerical support to the team, ensuring smooth day-to-day operations
Compliance and Corporate Governance:
- Act as company secretary, providing comprehensive company secretarial services, ensuring proper documentation and collaborating with secretarial and audit firms to meet statutory requirements
- Assist the Responsible Officer to regularly review and update policies and procedures, including but not limited to operations and risk control, to ensure full regulatory compliance
- Assist management with additional ad-hoc duties as assigned, ensuring timely and effective completion