Insurance Broker Operations Director

Youxfort Holdings Group Limited; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

Youxfort Holdings Group in Hong Kong is seeking a Chief Operating Officer to turn strategy into day-to-day execution across recruitment, training, activity management, policy processing and compliance operations.

The role leads front-line management of the IFA/broker force, builds SOPs, coordinates licensing and CPD, and manages budgets, vendors and CRM systems while reporting to the CEO.

Qualifications

• Bachelor’s degree or above.
• At least 8 years in insurance broker, agency-channel or wealth-management operations, including at least 3 years in team management.
• First-hand experience leading an IFA or insurance broker team, recruitment, training and licensing requirements.

Responsibilities

• Lead day-to-day broker operations including headcount and activity management.
• Oversee policy processing, servicing, renewals and client service.
• Coordinate licensing and CPD compliance for licensed brokers.
• Embed sales process, disclosure, client-money and file-management requirements with Compliance.
• Manage department budget, vendors and internal systems (CRM, policy admin, commission calculation).
• Submit a monthly operating report to the CEO.

Skills

Leadership

Operations management

Recruitment

Training

Compliance

CRM

Policy processing

English

Chinese

Education

Bachelor’s degree

Tools

CRM

Commission system

Job description

Youxfort Holdings Group in Hong Kong is seeking a Chief Operating Officer to turn strategy into day-to-day execution across recruitment, training, activity management, policy processing and compliance operations.

The role leads front-line management of the IFA/broker force, builds SOPs, coordinates licensing and CPD, and manages budgets, vendors and CRM systems while reporting to the CEO.