(Senior) Operations Manager

About Clearwater Valley

Clearwater Valley is a licensed insurance broker (License No. FB1435) regulated by the Insurance Authority in accordance with the Insurance Ordinance (Cap. 41) of the laws of Hong Kong to conduct long term and general insurance business. Incorporated in 2001, we have decades of experience serving an extensive client base, ranging from high-net-worth individuals, corporate clients of our institutional partners (private, retail, as well as commercial banks, and multinational financial institutions), to trustees and family offices, and we are dedicated to continue providing bespoke insurance and wealth planning advisory services to address our clients’ unique need.

Accelerate your Career with Clearwater Valley

We are seeking high caliber professionals to join us as a (Senior) Operations Manager based in Hong Kong. In this role, you will serve as a key player in managing the day-to-day operational and administrative functions of our company, ensuring efficiency, compliance and seamless support for our business operations. At Clearwater Valley, your career development is a top priority. We offer a competitive salary package with performance-based bonuses and a 5-day work week for our operations team.

Responsibilities:

Operational and Administrative Management:

• Maintain and update insurance business records, handle policy documentation and manage post-sale services such as premium renewals
• Prepare and deliver weekly business reports and ad-hoc reports as needed
• Update commission schedules, maintain accurate financial ledgers and generate monthly statements for various business partners and channels
• Support the Accounting Team with payments, record-keeping and other relevant administrative tasks
• Provide general administrative and clerical support to the team, ensuring smooth day-to-day operations

Compliance and Corporate Governance:

• Act as company secretary, providing comprehensive company secretarial services, ensuring proper documentation and collaborating with secretarial and audit firms to meet statutory requirements
• Assist management with additional ad-hoc duties as assigned, ensuring timely and effective completion

Requirements:

• Bachelor's degree with at least 5-7 years’ experience (preferably 7-10+ years) in sales support or brokerage management within the life insurance industry or an insurance brokerage firm in Hong Kong
• Passed IIQE Papers 1, 2 (optional) and 3
• Proven ability to build and maintain strong relationship with key external stakeholders, including insurers and banks
• Exceptional attention to detail and the ability to manage multiple tasks efficiently
• Highly organized and capable of managing multiple priorities effectively
• Proficient in data analysis and reporting, with the ability to interpret insurance sales data, identify trends and recommend actionable insights
• Demonstrated ability to work collaboratively in a team-oriented environment
• Native or full professional proficiency in Putonghua; Good command of both written and spoken English and Chinese (Putonghua and Cantonese)