Officer, Agency Operations

6 days ago


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

About the Company Chow Tai Fook Life Insurance Company Limited (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 part of the Chow Tai Fook Group, CTF Life combines strong financial backing with a broad portfolio of insurance and lifestyle solutions to support customers and their loved ones throughout life’s journey. 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 for 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 or 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


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