Assistant Manager, Intermediary Management (Life Business)
Zurich Insurance Company
Hong Kong

Our Opportunity

We offer a full range of flexible insurance solutions to individuals, as well as commercial and corporate customers. We have been applying our expertise and experience so that our customers can have the very best protection for the things they value.

We are now looking for a seasoned professional to support the daily operations of Intermediary Management for Life business.

If you are interested in working in a dynamic, challenging environment for a company that recognizes and rewards your creativity, initiative and contributions, just simply click Apply online .

Your Role

  • Support the daily operations in relation to new intermediary appointment, intermediary records, intermediary benefits, intermediary movement, contract maintenance, intermediary termination, orphan management and policy movement (collectively as intermediary records), with focus on Life business
  • Closely work with Life Operations Project team, IT and other stakeholders in assigned projects to provide user requirements, prepare test plan & test case, perform UAT and implement the projects successfully
  • Continuously contribute and implement improvement opportunities for intermediary system enhancement
  • Responsible for all intermediary financing related tasks, such as sign-on fee, advance / loan, bonuses, production validation, overriding adjustment, etc.
  • and ensure all payments are accurately paid

  • Responsible for intermediary daily compensation adjustment / payment (e.g. expense deduction items, bonuses, incentives, etc.
  • and ensure the payment items / manual adjustments in system are accurate

  • Ensure the accuracy of commission rate of new product, system generated adjustments and regular incentives / bonuses, as well as the calculation is compliant with payment rules and audit guidelines
  • Ensure distribution remuneration to be handled in accordance with Company and Regulatory requirements
  • Perform and maintain records of broker due diligence according to regulatory requirements
  • Prepare the management reports on regular and ad hoc basis
  • Your Skills and Experience

  • Bachelor’s degree holder with minimum 5 years of relevant experience in Life insurance industry
  • Solid experience in intermediary administration for Life broker / IFA channel
  • Robust Life product knowledge is a strong advantage
  • Proven experience of active participation in projects of Life Intermediary Operations, such as business analysis, test planning, UAT, execution & implementation
  • Experience in Fund Investment Advisor setup and maintenance process is a plus
  • Strong analytical mind with good communication and presentation skills
  • Proficient in MS Office applications (e.g. Words, Excel, PowerPoint) and Chinese Word Processing
  • Good command of both written and spoken English and Chinese
  • Additional Information

    Primary work location is Hong Kong. You can apply by clicking on the button Apply online

    Who we are

    Looking for a career that will excite, challenge and inspire you? Thinking about insurance? Perhaps you should. Working for us is a totally different experience to what you probably expect.

    How do you feel about the things you truly love? Don’t you want to protect them in the best way possible? Imagine if you could help people do this all over the world.

    You’d give them confidence and reassurance by protecting what they love most. This is no easy task. In today’s interconnected world, tackling risk is fast, unpredictable and invigorating.

    You’ll have to think on your feet as you manage risks big and small, from flooding to cyber crime. You’ll be tackling issues like these in over 170 countries.

    It’s a big challenge, but you’ll have a truly diverse network helping you. As part of an international team, every day would provide opportunities to learn, grow and share ideas.

    As you make an impact across borders, you’ll feel the support of being part of a strong and stable company. A long-standing player in the insurance industry, we make every effort to address the career development needs and plans of our employees to ensure their success in the future.

    So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.

    Zurich Insurance has the policy to be an equal opportunity employer. We aim to attract and retain the best qualified individuals available, without regard to criteria such as race / ethnicity, national origin, religion, gender, sexual orientation, age or disability.

    At Zurich we believe that having a culture of inclusion is essential in delivering good results. Attracting, retaining and developing a diverse workforce where employees feel valued, respected and empowered allows people to reach their full potential.

    As a business this diversity helps us to better reflect and understand our 4 million customers’ needs to allow us to drive better outcomes.

    As a global organisation, with an increasingly agile workforce, we're happy to consider flexible working arrangements.


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