Senior Manager, Distribution Operation & Administration

aia; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

AIA in Hong Kong seeks a senior professional to oversee distribution operations and regulatory compliance, driving channel development and end-to-end intermediary management. You will lead a team, ensure licensing and registration, and coordinate audits and training to uphold high standards.

You will engage with cross-functional partners, draft policies, and manage key reports while supporting continuous improvement of the customer journey.

Qualifications

• Degree holder in business or insurance fields.
• IIQE, LOMA, ANZIIF or related status is an advantage.
• Minimum 7 years relevant experience with at least 3 years in a managerial role.
• Solid knowledge of the Insurance Ordinance and related regulatory requirements.
• Strong leadership and analytical skills.
• Excellent written and spoken English and Chinese.
• Proficient in Word/Excel/PowerPoint.

Responsibilities

• Oversee distribution operation to support ongoing channel business development.
• Establish and maintain controls on selection and administration of insurance intermediaries.
• Lead a team handling license and registration affairs and regulator inquiries.
• Formulate policies for intermediary administration and liaise with departments.
• Coordinate compliant reporting, audits, risk management and complaint investigations.
• Monitor CPD training plans and compliance reporting for agents.
• Support development of internal policies to uphold group standards.
• Manage workflow revamps and system enhancements for licensing tasks.
• Assist Head of Distribution Operation & Administration and respond to ad hoc tasks.
• Oversee promotion campaigns, MIS reporting, intermediary compensation, and e-Platform maintenance.

Skills

Leadership

Analytical thinking

Decision making

Communication skills

Presentation skills

Education

Bachelor's degree in business or insurance related disciplines

Tools

MS Word

MS Excel

PowerPoint

Job description

About the Role

Customer Centricity - This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer-first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end-to-end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey—both directly and indirectly.

Roles and Responsibilities

• Assist the Head of Distribution Operation & Administration to oversee the distribution operation to cope with on-going distribution channel business development within the Division
• Establish and maintain effective systems and controls on proper selection and administration of insurance intermediaries in compliance with applicable legal and regulatory requirements
• Lead a team to handle the license and registration affairs of insurance intermediaries, enquiries/ correspondences from regulators and coordinate compliance training to insurance intermediaries where necessary
• Formulate and execute policies & procedures of insurance intermediary administration; Coordinate and liaise with related departments for the preparation and regular review of Agent/Broker agreements, forms and correspondences
• Coordinate with Business Quality Partner Drive on various compliance reporting/reviews within the Division, such as external/internal audit, risk management, credit control and complaint investigation concerning insurance intermediaries
• Monitor the CPD Training plan and compliance reporting of insurance agents; coordinate compliance training/reminders to insurance intermediaries where necessary
• Support the Division to develop and review various internal policies & procedures for uplifting on-going compliance with Group standards, to monitor the implementation of business quality requirements and best practice within the Division
• Manage various workflow revamp and system enhancement on license and registration affairs
• Support Head of Distribution Operation & Administration and Division Head in Task Force on Intermediary Management related administration and regular reporting
• Manage the distribution operation, including promotion campaign management, MIS reporting, insurance intermediaries’ compensation and communication, Super Agent e-Platform enhancement and maintenance, etc.
• Perform any ad-hoc duties as assigned

Minimum Job Requirements

• Degree holder, preferably in business or insurance related disciplines
• Qualified IIQE, LOMA, ANZIIF (Senior Associate) qualifications or other related professional/insurance status is an advantage
• Minimum 7 years of relevant experience with at least 3 years’ at managerial level
• Sound knowledge of the Insurance Ordinance, Code of Conduct for Licensed Insurance Agents & Brokers, Personal Data (Privacy) Ordinance and other relevant regulatory requirements
• Strong leadership, analytical and decision making skills
• Positive-thinking, self-motivated, willing to take on additional responsibility and work in fast paced environment
• Strong interpersonal, communication and presentation skills
• Excellent planning and attentive to details
• Excellent command of written and spoken English and Chinese
• Proficiency in using Microsoft Word / Excel / PowerPoint

Others

• You are preferred to obtain the license of Insurance Authority (IA) (Paper 1 and 2)
• You are required to acquire the relevant license(s) if your job involves regulated activities