Senior Officer, Distribution Services (brokerage)

Brokerage Counter Administrative Services

The key responsibility is to support Brokerage counter administrative services covering new business application documents, payments and after sales service from Broker partners. Besides, the role is also support and maintain application forms and materials inventory stock and delivery logistics to business partners.

Position Responsibilities

• Provide Brokerage counter administrative services
• Handle daily incoming application documents and payment submission including NB paper applications, after sales services forms & documents, and payments from Broker partners
• Handle daily outgoing documents including disbursement cheques, marketing materials and policy contract delivery arrangements to Broker partners via courier services
• Arrange NB and after sales application documents with scanning team and prepare payment header for cashier upload
• Support administrative email enquiries from Broker partners/Business team
• Support and maintain inventory stock of product and marketing materials, application forms, promotional materials and incentive items and delivery logistics

Required Qualifications

• Certificate / Diploma holder in any discipline
• 3 - 5 years of relevant working experience in individual insurance industry/Brokerage is preferable
• Customer services experience is well regarded
• IIQE/LOMA qualification is an advantage
• Attentive to details, proactive and responsible
• Good communication and interpersonal skills with (internal & external business partners)
• Ensure quality and effective service delivery
• Strong analytical and problem-solving skills
• Good command of both spoken and written English and Chinese
• PC literate in Word, Excel and Chinese word processing

When You Join Our Team

• We'll empower you to learn and grow the career you want.
• We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we'll support you in shaping the future you want to see.

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Working Arrangement

In Office