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Job Duties:
- Support agent onboarding and offboarding, including due diligence checking, preparing welcome kit, agency contract
- Handle annual CPD reporting exercise for both HKIA & MPFA e.g, verifying certificate and updating record.
- Follow up with new/existing agent to pay IA license fee on time
- Verifying the accuracy and deliver of name card to new agents.
- Maintain the filing system of agent personal file and filing of documents to agent personal file.
- Act as department support to dispatch internal mail, order stationery, prepare reference letter, etc
Requirement:
- Diploma or above
- Minimum 1 years agency admin experience in life insurance
- Proficient in MS Word/Excel/Powerpoint
- Good communication skills
- Detailed minded and good team player
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