PCG Insurance Operations Specialist
Stephens · Hong Kong
Apply by 13 Nov 2026
ApplyJob Description
Essential Duties & Responsibilities - Assist financial consultants in completing life insurance, annuity, long-term care, and disability applications - Verify and request financial consultant’s licenses status, affiliations, and appointments - Ensure applications and documents are in good order for compliance and submission - Complete and review OFAC checks on each client who applies for insurance; assess any issues and evaluate to Compliance Department if needed or reject applications for corrective edits - Submit insurance applications, follow up to insure that policies are correctly issued; review policies for discrepancies, and confirm that commissions are paid correctly
Stephens
N/A
Employees
N/A
Founded
Stephens is a surname. It is a patronymic and is recorded in England from 1086.
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