Associate DirectorSr Manager, Channel Operations and Sales Support

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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 daytoday 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 endtoend 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 followups 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 nonstandard cases working with Compliance to achieve practical compliant and businessaligned 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 highperformance and customercentric culture.
• Manage crossfunctional 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 decisionmaking and business planning.

Ownership of EndtoEnd Broker Sales Operation Workflow

• Identify process gaps clarify roles and responsibilities and standardize the process to optimize efficiency transparency and control.
• Ensure seamless handoffs 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:

Posting End Date: