Job opening - Distribution Support Executive – Life Insurance in Hong Kong | Randstad Hong Kong

summary

hong kong
HK$20,000 - HK$28,000 per month, with bonus
permanent
full-time

specialism
insurance
sub specialism
operations
reference number
91M0251633_6789951150371211732

job details

Key Responsibilities:

...

Provide comprehensive back-office support to our internal sales teams (brokers/advisors), ensuring all administrative aspects of life insurance new business and policy servicing are handled efficiently.
Manage the end-to-end submission of paperwork, including meticulous form filling, document preparation, and ensuring all submissions adhere to strict company and regulatory timelines.
Act as a key liaison, providing face-to-face support (not just phone/email) to our internal brokers and sales staff, guiding them through submission processes and resolving queries.
Work closely with internal insurance company teams, including High Net Worth Case Management Teams, to facilitate complex policy applications and ensure seamless communication.
Ensure full compliance with internal policies and external regulatory requirements, particularly concerning Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures.
Maintain accurate and organized records, ensuring all client and policy data is up-to-date in relevant systems.
Assist in preparing reports and presentations as required by the distribution team.

Who We Are Looking For:

Mandatory: Minimum of 1-3 years of proven sales support or back-office experience exclusively within the life insurance industry.
Solid understanding and practical experience with Life Insurance products and application processes.
Demonstrable knowledge of compliance requirements, specifically KYC and AML procedures, within the financial services/insurance sector.
Exceptional organizational skills with a strong attention to detail and accuracy, particularly in handling documentation and deadlines.
Excellent interpersonal and communication skills to effectively interact with internal stakeholders (brokers, sales teams, insurance company HNW teams).
Proactive, solution-oriented, and able to work independently while being a strong team player.
Proficiency in MS Office Suite (Word, Excel, PowerPoint).
Fluency in English and Chinese (Cantonese and Mandarin preferred) is essential.

What We Offer:

An opportunity to join a highly respected and stable international insurance brokerage.
A stimulating work environment focused on high-value life insurance solutions.
Attractive remuneration package with competitive benefits and bonus potential, recognizing your vital contribution to our distribution success.
Exposure to complex High Net Worth cases and interaction with industry experts.
Opportunities for continuous professional development within the life insurance brokerage sector.

show more

Key Responsibilities:

Provide comprehensive back-office support to our internal sales teams (brokers/advisors), ensuring all administrative aspects of life insurance new business and policy servicing are handled efficiently.
Manage the end-to-end submission of paperwork, including meticulous form filling, document preparation, and ensuring all submissions adhere to strict company and regulatory timelines.
Act as a key liaison, providing face-to-face support (not just phone/email) to our internal brokers and sales staff, guiding them through submission processes and resolving queries.
Work closely with internal insurance company teams, including High Net Worth Case Management Teams, to facilitate complex policy applications and ensure seamless communication.
Ensure full compliance with internal policies and external regulatory requirements, particularly concerning Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures.
Maintain accurate and organized records, ensuring all client and policy data is up-to-date in relevant systems.
Assist in preparing reports and presentations as required by the distribution team.

...

Who We Are Looking For:

Mandatory: Minimum of 1-3 years of proven sales support or back-office experience exclusively within the life insurance industry.
Solid understanding and practical experience with Life Insurance products and application processes.
Demonstrable knowledge of compliance requirements, specifically KYC and AML procedures, within the financial services/insurance sector.
Exceptional organizational skills with a strong attention to detail and accuracy, particularly in handling documentation and deadlines.
Excellent interpersonal and communication skills to effectively interact with internal stakeholders (brokers, sales teams, insurance company HNW teams).
Proactive, solution-oriented, and able to work independently while being a strong team player.
Proficiency in MS Office Suite (Word, Excel, PowerPoint).
Fluency in English and Chinese (Cantonese and Mandarin preferred) is essential.

What We Offer:

An opportunity to join a highly respected and stable international insurance brokerage.
A stimulating work environment focused on high-value life insurance solutions.
Attractive remuneration package with competitive benefits and bonus potential, recognizing your vital contribution to our distribution success.
Exposure to complex High Net Worth cases and interaction with industry experts.
Opportunities for continuous professional development within the life insurance brokerage sector.

show more

experience
1 year
skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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