Head of Broker Business, RO
1 month ago
Responsibilities
- Be a Responsible Officer of Insurance Broker
- Drive business growth through the proper business referral models
- Maintain a healthy business portfolio through quality servicing
- Be responsible for managing and supervising the regulated activities, in full compliance with the internal and regulatory guidelines
- Manage and supervise the licensed staff subject to the latest regulatory requirements, including licensing/ CPD requirements/ regular review on the licensed staff’s fit and proper requirements
- Manage business planning, risk management and financial control of the Insurance Brokers team, including the partnership management, regulatory reporting/ monthly control report, product & insurer due diligence review, complaint handling and incident reporting
- Manage the team operations with proper procedures to ensure full compliance to the regulatory requirements
- Monitor Insurance Brokers’ compliance with the relevant rules, codes and guidelines issued by regulators
Requirements
- Qualified as a Responsible Officer of Insurance Broker, with 15+ years of experience in insurance broker industry
- Familiar with the business model of life insurance for both HK local and MCV segment
- Good relationship with major life insurance companies in HK
- Strong sense of ownership and responsibility
- Good communication and interpersonal skills
- Innovative thinking, agility and entrepreneurship is a plus
- Candidates with client resources are strongly preferred
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