Job Purpose:

• To handle administration work for agency team and seek ways to improve operational efficiency of tasks assigned
• To follow up with the office administration work and coordinate with Office Services Department in maintaining the office in good condition
• To participate, implement and monitor system related issues for agency and the department
• To provide support to agency functions and activities organized by the department

Main Responsibilities:

Agency Administration

• Handle administration work for new, existing and terminated agents including agent registration, contracting and filing
• Ensure updated agent records and information are maintained in the system
• Handle agent assignment for orphan policies and policy transfer for existing portfolio
• Process tasks related to MPF business including agent registration and deregistration, quarterly and annual return for MPF Principal Intermediary and documents to MPF business partner
• Handle medical benefit and non-medical limit entitlement for qualified agents
• Assist Agency Development management team to oversee the process & procedure of the work flow and enhance the operational efficiencies from time to time

Office Administration

• Monitor the facilities and settings in agency offices and maintain the office in a good manner
• Ensure office equipment like company computers, printers and photocopiers are running smoothly
• Maintain updated seating plan/floor plan for agency on regular basis
• Monitor inventory control on application forms, sales literatures and other kinds of forms and printed materials for agency in carrying the business activities

Sales Quality Assurance

• Assist to handle agent complaint
• Sales Quality Checking exercise including IR Trend and Post-Sales Call

Other Tasks

• Provide on-site support to agency functions and activities

Incumbent Requirements:

• Academic & Professional Qualifications: Bachelor Degree
• Experience: At least 4 years of relevant working experiences
• Knowledge & Skill Required:
  • Proficiency in both spoken and written English and Chinese
  • Strong knowledge in Microsoft Office such as Access, Excel, Word & PowerPoint
  • Able to work independently and under pressure
  • Good communication and interpersonal skills

Candidate with more experience will be considered as Assistant Manager, Agency Development.

(All personal data collected will only be used for recruitment purposes. Please visit https://www.tahoelife.com.hk/tl/en/privacy_policy/index.html for details of the “Privacy Policy Statement” of Tahoe Life.)

Tahoe Life Insurance Company Limited is a wholly-owned subsidiary of Tahoe Investment Group Company Limited.  Adhere to the aspiration of fulfilling social responsibility, we endeavor to serve our customers with sincerity, creating a brilliant future for our customers and the enterprise.

As the core business of Tahoe Investment’s financial arm, we are dedicated to offering comprehensive wealth management and life planning services.  We strive to be the leader in the high-end life insurance sector, taking care of our customers’ life cycles.