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Assistant Manager, Sales & Distribution Support (Insurance)

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This role supports insurance distribution channels, including agency, bancassurance, and FI partners, managing licensing, records, coordination, agent benefits, documentation, and process improvements to ensure efficient daily operations and streamlined workflows.

Key responsibilities:

As an Assistant Manager, you will provide essential operational support across FI and Bancassurance channels, ensuring seamless workflows and compliance with regulatory standards.

  • Provide administrative support for agency operations, including maintaining records, processing name card requests, preparing reference letters, and handling IRD-related correspondence
  • Manage licensing and registration processes for representatives and bank staff
  • Oversee agency administration, including records, correspondence, and documentation
  • Handle enrolment and payment for agent and agency leader benefit programmes
  • Coordinate with internal teams and maintain agency materials, including manuals and presentations
  • Perform ad-hoc duties as assigned by management, demonstrating flexibility in meeting evolving business needs

Candidate profile:

To excel in this role, you bring a combination of technical expertise, interpersonal skills, and organisational abilities that make you an asset to any team.

  • Bachelor’s degree or above in any discipline
  • At least 3 years of relevant experience in financial institutions or the insurance industry
  • Proven background in channel or agency administration and familiarity with benefits administration processes
  • Excellent command of spoken and written English as well as Chinese for effective communication across diverse teams
  • Proficiency in Microsoft Office applications for efficient document preparation and data management
  • Strong organisational skills with attention to detail and a collaborative mindset that fosters teamwork

About the company:

A company operating in the insurance and financial services industry, it provides a range of protection and financial solutions to individuals and businesses. The organisation emphasises a customer-focused approach, continuous improvement, and adaptability in a changing market. It fosters a supportive work environment with opportunities for learning and development, while promoting collaboration, operational efficiency, and long-term career growth.

Keywords: bancassurance, licensing, registration, operations, compliance

What's next:

If you’re ready to advance your career within a collaborative environment that values growth leadership, apply today!

Contract Type: Perm

Specialism: Sales

Focus: Channel & Distribution

Industry: Insurance

Salary: HKD30,000 - HKD50,000 per month

Workplace Type: On-site

Experience Level: Associate

Location: Hong Kong

Job Reference: TAAA6D-9B262E63

Date posted: 20 April 2026

Consultant: Melissa Ko