Overview
Our client, a leading insurance provider, is seeking a detail-oriented and proactive professional to oversee agent onboarding and support digital transformation initiatives. This role is ideal for candidates with strong operational experience, regulatory knowledge, and a passion for process improvement.
Key Responsibilities
Agent Onboarding & Licensing
- Manage end-to-end onboarding procedures including documentation review, contract preparation, and system updates.
- Explain contract terms clearly to new recruits and ensure compliance with HKIA and MPFA regulations (new applications, renewals, cancellations, CPD).
Operational Governance
- Draft, review, and maintain operational manuals, guidelines, and agency contracts.
- Ensure all documentation aligns with internal policies and regulatory standards.
System & Process Enhancement
- Collaborate with system developers to define business requirements and user specifications.
- Conduct UAT and support system upgrades to improve recruitment workflows and efficiency.
Team Support & Change Management
- Assist the supervisor in leading digital transformation projects.
- Guide team members through organizational changes and foster a collaborative work environment.
Ad Hoc Projects
- Participate in agency events and support special assignments as needed.
Requirements
- Education: University degree in Business Administration or Management Information Systems (MIS).
- Experience:
- 8-10 years in the insurance industry, with hands-on experience in agent recruitment systems.
- 2-3 years in a supervisory or team-leading role.
- Skills:
- Fluent in English and Mandarin; proficient in written Traditional and Simplified Chinese.
- Strong command of Microsoft Office, especially advanced skills in Access.
- Excellent communication, analytical thinking, and interpersonal skills.
- Proven ability to lead teams and drive operational improvements.
