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Officer, Agency Operations (Ref.: OF/Agency Compensation)

Prudential Hong Kong Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2014-12-15
  • Career Level:Entry Level
  • Location:Central & Western Area
  • Yr(s) of Exp:2 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Job Function:Administration / Operation Manager  Clerical / Admin Staff  Compensation & Benefits  
  • Benefits:Double pay  Five-day work week  Life insurance  Medical insurance

Job Description

Responsibilities:

1. Handling day-to-day operations of Agency Compensation:

  • Basic commission for Individual Agents (Life, GI , EB and MPF)
  • Calculating /Adjusting Overriding commission, Bonuses for Individual Agents, Broker and Staff
  • MPF/ORSO Contribution
  • Commission Payment and cheque requisition preparation
  • Commission adjustment and transfer commission account balance for terminated agents
  • Compensation Adjustment

2. Monitoring the tasks accuracy that are processed by other teammates:

  • Car Loan
  • Computer Loan
  • Mortgage Loan Subsidy Payment and half-yearly review
  • Income proof letter for IRD and agents
  • Commission adjustment due to system limitation

3. Handling and ensuring the data accuracy of agents’ tax report and delivering to Inland Revenue Depart yearly

4. ISSOSNE (Share Option to Agency)

  • Ensuring all the enrolment forms are correctly completed and submit finalized enrollment record to HR according to the schedule
  • Arranging with HSBC for sharesave account opening and withdrawal.
  • Ensuring the data accurately upload to the ACS and ISSOS record
  • Handle the maturity applications and co-ordinate with HSBC and UK for processing the dealing
  • Tax reporting
  • Preparing the report to Finance and YBS (UK)

5. Preparing Monthly Finance Reports to Finance Department

Requirements: 

1. University graduate preferable in Accounting or Finance
2. Minimum 2 year experiences in various of agency administration function including:

  • Agency Compensation      
  • Appeal Handling
  • Agency Agreement and Related Agency Terms & Condition

3. Excellent PC software skills such as MS-Word, MS-Excel, MS- PowerPoint
4. Good analytical skills
5. Good communication & presentation skills

For other vacancies, please visit our website at http://www.prudential.com.hk/staffrecruit

We offer an attractive remuneration package and flexible benefits. Please send your application with present and expected salaries to staff.recruit@prudential.com.hk 

Data collected will be used for recruitment purpose only and will be kept for 12 months. Only short-listed candidates will be notified.

Company Info

Prudential has been serving the people of Hong Kong since 1964. Through Prudential Hong Kong Limited and Prudential General Insurance Hong Kong Limited, we provide a range of financial planning services and products including individual life insurance, investment-linked insurance, retirement solutions, health and medical protection, general insurance and employee benefits.  Prudential Hong Kong Limited is looking for a high caliber candidate to join the professional financial consultant team.
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