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Intermediary Management Officer (Insurance 25k - 30k)

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Intermediary Management Officer (Insurance 25k - 30k)

Lloyd Karson International Limited
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Our client is looking for an experience Compliance talent to join their Intermediary team in Hong Kong. 

 

Job duties:

  • Providing support to Head of Channel Strategy to effectively manage intermediary relationships. 
  • New Intermediary on-boarding – due diligence process, preparing partnership agreements, and managing internal approvals.
  • Due Diligence on boarding process on all new brokers/agencies/agents such as PEP checking/world check and make sure that they are fulfilled with company’s guideline on AML/KYC/CDD checking. 
  • Supporting Retail Life Sales team for new application checking and processing cases effectively and accurately in timely manner. 
  • Liaise with underwriting team for new application outstanding requirements. 
  • Providing support to Retail Life Sales team for preparing reports: sales reports, estimation reports, statistic reports and scorecards. 
  • Adhere to local and group compliance procedures and satisfy audit and regulatory reviews.

Job Requirements:

  • Degree or Diploma or equivalence education 
  • Minimum 2 years of working experience in Agency administration, Broker Management, sales marketing and channel management in Hong Kong life insurance industry
  • Technical capability in MS Office – Excel, PowerPoint, Word, Outlook


 

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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 2 years - 4 years
Education
  • Degree
  • Diploma or equivalent