Operation Assistant

Job Summary

This role focuses on end‑to‑end insurance application document handling for our insurance brokerage. You will check document completeness and compliance, conduct pre‑submission reviews, liaise with sales teams and insurance companies, and maintain proper case filing to satisfy Insurance Authority requirements.

Key Responsibilities

1. Review full insurance application packs (proposal forms, health declarations, ID proofs, medical supporting documents etc.). Flag missing, incorrect or inconsistent information and coordinate with sales advisors for corrections.
2. Carry out pre‑underwriting preliminary checks against each insurer’s submission standards; escalate health‑related risks and unusual declarations to the Operation Manager.
3. Prepare and submit completed applications to insurance carriers; track case progress and follow‑up on insurer feedback including queries, additional requirements, deferrals and counter‑offers.
4. Maintain digital and physical case filing, ensuring full traceability for Insurance Authority compliance and audits.
5. Communicate with internal sales teams on document standards and provide day‑to‑day operational support.
6. Assist in compiling basic operation statistics such as application volumes and pending‑case status reports.
7. Perform ad‑hoc duties: policy endorsement support, document retrieval, data entry and other workflow‑related tasks.

Requirements

1. Form 5 / Diploma or above. Fresh graduates welcome; prior insurance‑brokerage operation experience is advantageous but not essential.
2. Proficient in written and spoken English, Cantonese; basic Putonghua.
3. Highly detail‑minded to spot document gaps and errors; capable of managing multiple cases under a fast‑paced workload.
4. Competent in MS Office (Word, Excel); prior experience with insurance systems is a plus.
5. Awareness of Hong Kong insurance compliance rules and strict document‑confidentiality awareness.
6. Eager to learn insurance application workflows and basic underwriting‑document knowledge.