Officer, Agency Operations

4 days ago


Hong Kong Island, Hong Kong SAR China Chow Tai Fook Life Insurance Company Limited Full time

Chow Tai Fook Life Insurance Company Limited (Incorporated in Bermuda with limited liability; "CTF Life" is proud of its rich, 40-year legacy in Hong Kong. CTF Life is a wholly-owned subsidiary of NWS Holdings Limited and one of the most well-established life insurance companies in Hong Kong. As a member of Chow Tai Fook Enterprises Limited, CTF Life consistently strengthens its collaboration with the diverse conglomerate of the Cheng family ("Chow Tai Fook Group" or "the Group") to support customers and their loved ones in navigating life's journey with personalised planning solutions, lifelong protection and diverse lifestyle experiences. By leveraging the Group's robust financial strength and strategic investments across the globe, CTF Life aspires to become a leading insurance company in the Greater Bay Area while continuously creating value beyond insurance. What the role is? Assist in agency recruitment, contracting and licensing processes. Handle new agent applications, due diligence check, reference checking and registration with the IA and MPFA according to the company and regulatory procedures and guidelines. Follow up with agency those outstanding documents and file imaging for paper application documents. Provide support in visa application and extension of stay for new recruits and existing agents. Provide support in agency name card printing and agency office door access card processing. Provide support in half-year review of and declaration from agency secretaries. Provide support in promotion and reposition requests processing. Issue reminders, suspension and/or package cancellation confirmation, as appropriate, to agents for incomplete of on-boarding training, MCC training within the pre-set timeframe. Support data input, labelling, scanning & filing for new MPF applications. Send PA-PI checking form to MPFA. Provide support of document collection and mailing service to agent or client for MPF new business and orphan cases. Provide backup support for handling MPF enquiry hotline for agents and clients. Assist in monitoring stock level of letter paper, envelope, stationary, labelling machine component, etc. of MPF Business Team. Prepare user requirements and conduct UAT for enhancement or modification of system. Provide support to agency-related projects and ad hoc tasks as assigned. What are we looking for? Higher Diploma, Associate Degree or Bachelor's degree holder At least 1 year of relevant working experience High attention to details Being a good team player Possess "Can-do" and "Follow-through" attitudes High adaptability and flexibility to respond quickly to changing priorities Proficient in MS Word, Excel and PowerPoint Able to work independently and to meet tight deadline Good communication and interpersonal skills Good command in written and spoken English and Cantonese. Fluent in Putonghua is an advantage Personal Information Collection Statement At Chow Tai Fook Life Insurance Company Limited ("the Company") we respect the privacy of your personal data and are committed to fully complying with the Personal Data (Privacy) Ordinance ("the Ordinance"). The personal data that we collect and/or hold (whether contained in this application form or otherwise obtained) includes your personal details, contact information, education and training details, employment details, financial details, and information on your social circumstances. Provision of personal data by you is mandatory for selection purposes. Personal data collected through this application will be used by the Company to assess your suitability to assume the job duties of the position for which you have applied. The Company may not be able to process your application if you fail to provide your personal data. Applicants not contacted within four weeks after the interview / test may consider their application unsuccessful. The information provided will be kept for 2 years for consideration of other suitable posts. #J-18808-Ljbffr



  • Hong Kong Island, Hong Kong SAR China CTF Life Full time

    Officer, Agency Operations Join to apply for the Officer, Agency Operations role at CTF Life. What the role is? Assist in agency recruitment, contracting and licensing processes. Handle new agent applications, due diligence check, reference checking and registration with the IA and MPFA according to the company and regulatory procedures and guidelines....

  • Agency Operations

    6 days ago


    Hong Kong Island, Hong Kong SAR China CTF Life Full time

    A leading insurance company in Hong Kong is looking for an Officer, Agency Operations to assist with agency recruitment, licensing processes, and support agency-related projects. The ideal candidate should have a Higher Diploma or above, at least 1 year of relevant experience, and strong communication skills in English and Cantonese. This is an entry-level...


  • Hong Kong Island, Hong Kong SAR China CTF Life Full time

    Assistant Manager, Agency Marketing & Communications, Agency Operations Join to apply for the Assistant Manager, Agency Marketing & Communications, Agency Operations role at CTF Life Job Responsibilities Manage the logistics, coordination, and execution of events, including on-site coordination. Collaborate with vendors, suppliers, internal teams, and...


  • Hong Kong Island, Hong Kong SAR China South-East Asia Investment & Agency Co Ltd Full time

    An international investment agency based in Hong Kong is seeking an experienced Office Administrator to supervise the admin team and ensure smooth daily operations. Responsibilities include overseeing office functions, implementing policies, and preparing management reports. The ideal candidate will have a Bachelor's degree and at least 5 years' experience,...

  • Senior Officer

    21 minutes ago


    Hong Kong Island, Hong Kong SAR China China Life Insurance (Overseas) Company Limited Full time

    Senior Officer / Officer - Agency Recruitment Assist team leader to organize new agent events, marketing campaigns to achieve new agents recruitment KIPs; Provide admin support such as event logistic arrangement, payment, report generation; Coordinate with external and internal stakeholders; Analyse and rack agency recruitment metrics to find areas for...


  • Hong Kong Island, Hong Kong SAR China Industrial Bank Co., Ltd. Full time

    An international banking institution in Hong Kong is seeking a Loan Administration Officer to manage loan documentation and administrative tasks. This role requires a minimum of 2 years in Loan Agency or Credit Administration, familiarity with legal documents, and the ability to ensure compliance with operational procedures. The candidate will be responsible...


  • Hong Kong Island, Hong Kong SAR China Agency for Volunteer Service Full time

    Agency for Volunteer Service (AVS) AVS is a non‑profit charitable organization dedicated to promoting volunteerism for building a caring and sustainable community. Founded in 1970, the Agency motivates, mobilizes and facilitates individuals, groups and organizations to provide quality and value‑added volunteer service through partnership with different...


  • Hong Kong Island, Hong Kong SAR China Operations Full time

    Responsibilities Study & process corporate actions and monitor the lifecycle of events within pre-defined cutoff time and timely escalation for irregular cases detected Execute & support of (1) the full settlement cycle of private banking products (e.g. equities, bonds, investment funds, structured products and derivatives); (2) deposit and remittance...


  • hong kong, Hong Kong SAR China Centaline Property Agency Ltd Full time

    A leading property agency in Hong Kong is seeking an administration professional to coordinate with contractors and handle renovation projects. The ideal candidate has a diploma or above and at least one year of administration experience, with a preference for those who can demonstrate branch operation skills. Excellent communication in both English and...


  • Hong Kong Island, Hong Kong SAR China Cornerstone Global Partners Full time

    Renovation Project Admin Manager (Insurance Agency Offices Relocation,Leasing) Our client is seeking an experienced Administration Manager to oversee INSURANCE AGENCY OFFICES relocations, renovations, leasing and general office administration . This role is critical in ensuring smooth operational support for our agency network by understanding directors’...