Operations Manager / Coordinator (Insurance Broker)

Seven Elements Wealth Management Limited; Hong Kong; On-site; HKD 268,000 - 402,000; Full time

Benefits offered by this job

MPF

Medical benefits

5-day work week

On-site training

Job summary

Seven Elements Wealth Management Limited is expanding its middle‑and‑back office team in Sheung Wan, Hong Kong. The Operations Manager / Coordinator will handle general administration, training coordination, and liaison with insurers and partners, with potential involvement in business development for incentives.

The role reports to senior management and offers a collaborative, multicultural working environment with opportunities to contribute to client servicing and operational improvements.

Qualifications

• Form 5 or above; degree holder preferred.
• IIQE Paper 1, 2, 3 (and Paper 5 if applicable) holder is a plus; willingness to obtain licences is required.
• Strong sense of responsibility and ability to multitask.
• Proficient in English and Chinese (Cantonese required; Mandarin is a plus).

Responsibilities

• Handle general office administration, documentation and internal workflow.
• Coordinate onboarding, product and compliance training for the sales team.
• Liaise with insurance companies, suppliers and distribution partners on operational matters (submissions, underwriting follow-up, commission and servicing).
• Support policy administration, case tracking and client servicing.
• Assist with compliance, KYC/AML and regulatory documentation.
• Prepare internal reports, meeting materials and management updates.
• Coordinate company events, seminars and client activities.

Skills

Interpersonal skills

Communication skills

Well-organised

Detail-oriented

Multitasking

Education

Form 5 or above; Degree holder preferred

IIQE Paper 1, 2, 3 (and Paper 5 if applicable) holder

Tools

MS Office

Google Drive

WeChat

WhatsApp

Job description

Operations Manager / Coordinator (Insurance Broker)

Seven Elements Wealth Management Limited is a professional insurance brokerage firm dedicated to delivering comprehensive risk management and wealth protection solutions to individual and corporate clients. We work closely with leading insurance providers to offer tailored, competitive, and transparent insurance solutions. As part of our business expansion, we are inviting a well-organised and service-minded professional to join our middle-and-back office team.

Job Highlights

• Key middle-and-back office role supporting a growing brokerage


• Broad exposure across operations, training and insurer liaison


• Report directly to senior management with clear ownership of the operations function


• Opportunity to participate in business development where appropriate


• Friendly, professional and multicultural working environment

Role Description

The Operations Manager / Coordinator will support the day-to-day running of the brokerage by handling general administration, coordinating internal training, and liaising with insurers and distribution partners. The role reports directly to senior management. Candidates who are also willing to contribute to business development are welcome and will be given additional incentive arrangements.

Key Responsibilities

• Handle general office administration, documentation and internal workflow


• Coordinate onboarding, product and compliance training for the sales team


• Liaise with insurance companies, suppliers and distribution partners on operational matters (submissions, underwriting follow-up, commission and servicing)


• Support policy administration, case tracking and client servicing


• Assist with compliance, KYC/AML and regulatory documentation


• Prepare internal reports, meeting materials and management updates


• Coordinate company events, seminars and client activities


• Where interested and capable, participate in business development and client servicing (separate incentive scheme applies)

Requirements

• Form 5 or above; Degree holder preferred


• 3 years or above of experience in insurance, financial services or professional services administration; candidates with insurance broker / agency back-office experience are preferred


• IIQE Paper 1, 2, 3 (and Paper 5 if applicable) holder is a plus; willingness to obtain the licences is required


• Strong sense of responsibility, well-organised, detail-oriented and able to multitask


• Good interpersonal and communication skills; comfortable dealing with insurers, partners and internal teams


• Proficient in English and Chinese (Cantonese required; Mandarin is a plus)


• Proficient in MS Office (Word, Excel, PowerPoint, Outlook); familiar with common cloud tools (Google Drive, WeChat, WhatsApp)


• 5-day work week


• MPF and Medical benefits


• Additional performance incentive for candidates who contribute to business production


• Comprehensive on-the-job training on insurance products, operations and compliance


• Supportive and dynamic working environment in Sheung Wan (Hong Kong)