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ref:OL02040983Post Date 26-Jun-2025
Advance Resources Personnel Consultants Ltd
Agency Onboarding Specialist (Contract)
Job Duties:
  • Coordinate and manage the end-to-end onboarding process for new agency teams, including orientation, documentation, and training on company policies and regulatory requirements.
  • Verify agency and individual intermediary licenses in accordance with the Insurance Authority (IA) regulations and ensure all agents are properly registered under the Insurance Ordinance (Cap. 41).
  • Conduct thorough due diligence on agencies and individuals, including background checks, fit and proper assessments, and validation of qualifications and experience.
  • Ensure all onboarding documentation is complete, accurate, and compliant with anti-money laundering (AML), counter-terrorism financing (CTF), and Know Your Customer (KYC) regulations.
  • Liaise with internal compliance and legal teams to interpret and apply Hong Kong insurance law and regulatory updates relevant to agency onboarding.
  • Maintain up-to-date records of agency appointments, licensing status, and onboarding progress using company systems and IA e-portals.
  • Provide training and support to new agency partners on company systems, compliance requirements, and best practices for conducting insurance business in Hong Kong.
  • Collaborate with IT, HR, and other departments to ensure new agencies have the necessary access, resources, and support to operate effectively.
  • Continuously review and improve onboarding processes to enhance efficiency, compliance, and the overall experience for agency partners.
Requirements:
  • Bachelor's degree in Business Administration, Human Resources, Law, or related field.
  • Minimum 3-5 years of experience in insurance, agency onboarding, compliance, or a related field, preferably within Hong Kong.
  • In-depth knowledge of Hong Kong insurance law, IA licensing requirements, and regulatory frameworks for insurance intermediaries.
  • Strong experience with due diligence, AML/KYC/CTF compliance, and regulatory documentation.
  • Excellent organizational and communication skills, with fluency in English and Cantonese (Mandarin an advantage).
  • High attention to detail, integrity, and ability to manage confidential information.
  • Proficiency in using digital onboarding platforms and e-portals (e.g., IA's Insurance Intermediaries Connect).
  • Ability to work collaboratively across departments and with external stakeholders.

Tags for this job:

    • Industry
    • Human Resources Management

    • Job Function
    • Administration, Clerical & Secretary : Others

      Human Resources : Recruitment / Executive Search

      Human Resources : Training & Development

      Human Resources : Others

    • Qualification
    • Bachelor Degree
    • Working Experience
    • 3 year(s)
    • Location
    • Kowloon City

    • Salary
    • Not mentioned
    • Employment Type
    • Full Time, Contract

    • Benefits
    • Not mentioned

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