You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Broker Service & Relationship Management
- Lead and oversee day‑to‑day broker service operations, including broker communications, licensing administration, CPD enrolment/support, courier coordination, and related administrative services.
- Act as the primary escalation point for broker service issues, ensuring timely resolution and consistent service standards.
- Own and oversee the full broker sales journey, from initial broker sales engagement through to policy issuance.
- Strengthen overall broker experience through clear processes, defined service levels, and proactive engagement.
New Business, Sales Support & Case Management
- Manage end‑to‑end new business and sales support activities, including document checking to ensure completeness, accuracy, and compliance with company standards.
- Coordinate closely with underwriting and internal stakeholders to support brokers throughout the underwriting process, including follow‑ups and issue resolution.
- Own and oversee the full broker sales journey, from initial broker sales engagement through to policy issuance.
- Partner with Business Development Managers (BDMs) to support complex or non‑standard cases, working with Compliance to achieve practical, compliant, and business‑aligned outcomes.
- Ensure efficient handling of new business cases to support business growth, turnaround time, and policy issuance targets.
People Leadership, Stakeholder Management & Governance
- Lead, coach, and develop teams across broker service and sales support functions, fostering a high‑performance and customer‑centric culture.
- Manage cross‑functional relationships with internal stakeholders including Customer Service, Cashier, Underwriting, Policy Services, Compliance, IT, Marketing, Product, Pricing, and Distribution teams.
- Oversee management reporting, expense tracking, and operational performance metrics; provide insights and recommendations to senior management to support decision‑making and business planning.
Ownership of End‑to‑End Broker Sales Operation Workflow
- Identify process gaps, clarify roles and responsibilities, and standardize the process to optimize efficiency, transparency, and control.
- Ensure seamless hand‑offs and alignment across Sales, Underwriting, Cashier, Customer Service, and Policy Services teams.
- Support the continuous process enhancement initiatives and digitalization process
Qualifications & Preferred Skills
- Bachelor degree holder
- Min. 8 years experience in partnership distribution/ brokerage channels
- Strong interpersonal and problem solving skills
- Strong organizing and management skills
- Strong communication skills
- Good written and spoken English/ Chinese and Cantonese
- Good business sense with client-centric mindset and winning attitude
Job Category:
Channel Management
Posting End Date:
29/04/2026