58 Hsbc Insurance jobs in Hong Kong
Insurance Broker
Posted today
Job Viewed
Job Description
We are looking for a motivated and detail-oriented Insurance Officer / Broker Support to join ION Group HK Ltd. This is an excellent opportunity for someone passionate about the insurance industry and eager to grow within a dynamic and client-focused brokerage firm.
Key Responsibilities- Deliver exceptional customer service to individual and corporate clients.
- Assist in researching, analyzing, and presenting tailored insurance solutions.
- Handle insurance applications, renewals, and claims efficiently.
- Maintain accurate client records and documentation.
- Collaborate with the team to ensure seamless client support.
- Stay updated on industry regulations, products, and best practices.
What We're Looking For
- Experience: 1-2 years in the insurance industry (brokerage experience preferred).
Skills:
Fluent in English (spoken and written) – able to communicate professionally with clients and team members.
- Strong customer service and interpersonal skills.
- Excellent communication in Cantonese and Mandarin (written & spoken).
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Ability to multitask, prioritize, and work under pressure.
Certifications:
IIQE Papers I, III & IV (required).
- Post-secondary education preferred.
Attributes:
Self-motivated, proactive, and eager to learn.
- Strong analytical and problem-solving skills.
- A team player with a positive attitude.
At ION Group HK Ltd., we invest in our people. We offer:
Competitive salary & performance incentives
Comprehensive benefits package (medical, bonuses, etc.)
Career growth & professional development (training, mentorship)
Work-life balance & supportive team culture
Exposure to diverse insurance products & high-profile clients
ION Group HK Ltd is a new-generation insurance brokerage bringing fresh energy to Hong Kong's dynamic insurance sector. As an ambitious startup, we're assembling a team of professionals who want to redefine insurance brokerage through innovation and exceptional client service.
This is your chance to be part of our pioneer team – where your contributions will directly impact our growth and culture. We're creating more than just another brokerage; we're building a modern, agile firm that rewards innovation and initiative.
For ambitious professionals, this means accelerated career development with early leadership opportunities, hands-on experience across all business areas, and a stake in our success story from the ground up.
Ready to Apply?If you're passionate about insurance and ready to grow with a forward-thinking firm, submit your application today
General Manager - Insurance Broker
Posted 4 days ago
Job Viewed
Job Description
Join to apply for the General Manager - Insurance Broker role at Michael Page
1 day ago Be among the first 25 applicants
Join to apply for the General Manager - Insurance Broker role at Michael Page
Get AI-powered advice on this job and more exclusive features.
- Full Strategic and Operational Leadership
- Lead an Established Insurance Broker
- Full Strategic and Operational Leadership
Our client is a reputable regional insurance brokerage and risk management consultancy, operating under the umbrella of a well-established corporate group. Known for delivering tailored, industry-specific solutions, the firm is dedicated to helping clients manage risk effectively and sustainably.
Job Description
As General Manager, you will be responsible for the overall leadership and strategic direction of the company. You will act as the licensed Responsible Officer under the Insurance Authority, ensuring full compliance with regulatory standards. Your role includes overseeing financial planning, driving business development, and maintaining operational excellence. You will represent the company in dealings with regulators, auditors, and key stakeholders, while fostering a high-performance culture within the team.
The Successful Applicant
The ideal candidate will hold a bachelor's degree in Accounting, Finance, Business Management, or a related field, along with a recognized insurance qualification such as ACII or ANZIIF. You should have at least 20 years of experience in the insurance industry, including 5 years in a senior leadership role within a brokerage firm. Eligibility to be approved as a Responsible Officer by the Hong Kong Insurance Authority is essential. A strong track record in business development, deep knowledge of compliance standards, and fluency in English, Cantonese, and Mandarin are also required.
What's On Offer
This is a rare opportunity to lead a reputable insurance brokerage with the autonomy to shape its future. You will enjoy a competitive compensation package, a collaborative leadership environment, and the chance to make a lasting impact in the insurance and risk management industry.
Contact: Sherman Sung
Quote job ref: JN- Seniority level
- Seniority level Executive
- Employment type Full-time
- Job function Sales, Business Development, and Analyst
- Industries Insurance, Financial Services, and Capital Markets
Referrals increase your chances of interviewing at Michael Page by 2x
Sign in to set job alerts for “General Manager” roles. General Manager, Event & Product Development General Manager, Everstone Wealth (Based in Cambodia)Hong Kong, Hong Kong SAR HK$1,000,000.00-HK$1,501,000.00 4 weeks ago
Vice President, External Relationship Management - Hong Kong Wealth Team General Manager, Funding Schemes (Ref: FSD192/25, 10513) Vice President - Sales & Business Development, People Solutions - Asia Vice President - Corporate Responsibility & Foundation Associate/Vice President Telecom and Technology Senior Vice President / Vice President, Private Wealth ManagementKowloon City District, Hong Kong SAR 1 week ago
Senior Manager / Assistant Vice President Engineering Vice President/Assistant Vice President, Payment Investigation, Corporate Banking Vice President/ Assistant Vice President, Risk and Control, Institutional Banking Operations Assistant Vice President, Professional & Executive Risk - Greater ChinaWan Chai District, Hong Kong SAR 1 week ago
Assistant Vice President/ Vice President, Equity Derivatives Flow Developer Vice President - Trading Development - Operations (Project Management)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrResponsible Officer, Insurance Broker
Posted 19 days ago
Job Viewed
Job Description
5 days ago Be among the first 25 applicants
Direct message the job poster from Doo Group
Senior Talent Acquisition Executive @ Doo GroupDoo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together!
Looking for a New Challenge? Join Us as We Expand Globally!
As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.
DOO you have what it takes?
What you’ll be working on:
- Act as the primary point of contact with the insurance regulatory authority.
- Ensure the firm and its staff adhere to the Insurance Ordinance, Anti-Money Laundering (AML), Data Privacy, and other relevant regulations.
- Maintain the firm’s licensing conditions and submit required reports (e.g., financials, compliance audits).
- Implement and review internal policies, procedures, and controls to mitigate regulatory risks.
- Supervise the conduct of licensed insurance brokers/agents to ensure compliance with codes of conduct.
- Monitor sales practices, policy recommendations, and disclosures to prevent mis-selling or conflicts of interest.
- Approve and oversee high-risk transactions (e.g., complex products, large policies).
- Advise senior management on regulatory implications of new products, markets, or partnerships.
- Ensure marketing materials and client communications comply with regulations.
What we’re looking for:
- Holds a valid Responsible Officer license from the local regulatory authority
- Bachelor’s degree in Law, Finance, Business, or Insurance-related field.
- Minimum 8 years in insurance brokerage/underwriting, with 2+ years in a compliance or supervisory role.
- IIQE Paper I, II, III, IV, V licenses are a MUST.
- Excellent command of both Chinese (Mandarin & Cantonese) and English.
- Deep understanding of the Insurance Ordinance, AML/CFT, GDPR/PDPA, and fiduciary duties.
- Strong leadership and communication skills.
- Experience liaising with regulators and auditors.
- Familiarity with insurance products (e.g., general insurance, life, reinsurance).
What we offer:
- Rewarding career development with regional exposure
- Performance bonus
- Medical insurance
- Five-day work week
- Daily snacks
- Friendly and open work environment with a young, energetic team
Life as DOOers
At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.
Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated!
Seniority level- Seniority level Director
- Employment type Full-time
- Job function Strategy/Planning, Project Management, and Customer Service
- Industries Financial Services and Insurance
Referrals increase your chances of interviewing at Doo Group by 2x
Sign in to set job alerts for “Insurance Broker” roles. Senior Relationship Manager / RM, Fubon Insurance Brokers Limited Transport Liability Insurance Manager / Executive Marsh Early Career & Graduate Program 2025 Claim Service Manager - Hang Seng Insurance (HK) Insurance Consultant to Senior Consultant Account Servicing Manager (General Insurance) Consultant/ Senior Consultant/ Manager - Strategy & Operations (Insurance) - Hong Kong )Wan Chai District, Hong Kong SAR 2 weeks ago
Retail Banking - Senior Relationship Manager & Insurance Specialist Relationship Specialist /Manager, Individual InsuranceWan Chai District, Hong Kong SAR 4 months ago
Insurance Partnership Manager - HSBC Life Associate_China SZ Insurance broker_Property and CasualtyCentral & Western District, Hong Kong SAR 1 week ago
Manager to SM, Investment & Insurance Compliance (Compliance and Legal Customer Experience Manager - Hang Seng Insurance (HK) 2025 Wealth Management Full Time (Fresh Grad & IANG are Welcomed) Manager, Partnership Proposition & Business Development (General Insurance) Private Bank Relationship Manager- Wealth Management (Hong Kong)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrResponsible Officer, Insurance Broker
Posted today
Job Viewed
Job Description
Join Doo Group – Explore α Better Future
Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together
Looking for a New Challenge? Join Us as We Expand Globally
As we continue our global business expansion, we're on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.
DOO you have what it takes?
What you'll be working on:
- Act as the primary point of contact with the insurance regulatory authority.
- Ensure the firm and its staff adhere to the Insurance Ordinance, Anti-Money Laundering (AML), Data Privacy, and other relevant regulations.
- Maintain the firm's licensing conditions and submit required reports (e.g., financials, compliance audits).
- Implement and review internal policies, procedures, and controls to mitigate regulatory risks.
- Supervise the conduct of licensed insurance brokers/agents to ensure compliance with codes of conduct.
- Monitor sales practices, policy recommendations, and disclosures to prevent mis-selling or conflicts of interest.
- Approve and oversee high-risk transactions (e.g., complex products, large policies).
- Advise senior management on regulatory implications of new products, markets, or partnerships.
- Ensure marketing materials and client communications comply with regulations.
What we're looking for:
- Holds a valid Responsible Officer license from the local regulatory authority
- Bachelor's degree in Law, Finance, Business, or Insurance-related field.
- Minimum 8 years in insurance brokerage/underwriting, with 2+ years in a compliance or supervisory role.
- IIQE Paper I, II, III, IV, V licenses are a MUST.
- Excellent command of both Chinese (Mandarin & Cantonese) and English.
- Deep understanding of the Insurance Ordinance, AML/CFT, GDPR/PDPA, and fiduciary duties.
- Strong leadership and communication skills.
- Experience liaising with regulators and auditors.
- Familiarity with insurance products (e.g., general insurance, life, reinsurance).
What we offer:
- Rewarding career development with regional exposure
- Double pay
- Performance bonus
- Medical insurance
- Five-day work week
- Daily snacks
- Friendly and open work environment with a young, energetic team
Life as DOOers
At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.
Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated
Manager/ AVP, Insurance Broker
Posted today
Job Viewed
Job Description
Main Responsibilities:
- To support daily insurance case follow-ups, policy updates and maintain accurate records of insurance applications
- Provide various MIS and production reports / results and exception reports for management and TRs on regular / adhes basis.
- Assist in system enhancements through User Acceptance Testing (UAT)
- Communicate with insurers to update policy values
Maintain the CPD records of all CEs & TRs of the Broker and coordinate the reporting to regulatory bodies on annual basis. - Support the maintenance of digital and physical filing systems for insurance documents
- Conduct random checking on the policy status, values and commission on the daily data feed and rectify with insurers if any discrepancies are found
- Assist in ensuring compliance with internal guidelines, AML procedures, and regulatory requirements
- Daily office management and maintain and replenish all equipment, stationary etc under the Insurance Broker subsidiary.
Requirement:
- University degree or above
- Preferably 1-2years of experience in administrative or operational support roles, especially in insurance or financial services
- Strong organizational skills and attention to details
Strong on MS Office software e.g. MS excel and Rewerpout - Good communication skills; fluency in Mandarin and English is an advantage Willing to work under pressure and tight project time frame with multi-tasking capabilities
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.
Responsible Officer, Insurance Broker
Posted today
Job Viewed
Job Description
Join Doo Group – Explore α Better Future
Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together
Looking for a New Challenge? Join Us as We Expand Globally
As we continue our global business expansion, we're on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.
DOO you have what it takes?
What you'll be working on:
- Act as the primary point of contact with the insurance regulatory authority.
- Ensure the firm and its staff adhere to the Insurance Ordinance, Anti-Money Laundering (AML), Data Privacy, and other relevant regulations.
- Maintain the firm's licensing conditions and submit required reports (e.g., financials, compliance audits).
- Implement and review internal policies, procedures, and controls to mitigate regulatory risks.
- Supervise the conduct of licensed insurance brokers/agents to ensure compliance with codes of conduct.
- Monitor sales practices, policy recommendations, and disclosures to prevent mis-selling or conflicts of interest.
- Approve and oversee high-risk transactions (e.g., complex products, large policies).
- Advise senior management on regulatory implications of new products, markets, or partnerships.
- Ensure marketing materials and client communications comply with regulations.
What we're looking for:
- Holds a valid Responsible Officer license from the local regulatory authority
- Bachelor's degree in Law, Finance, Business, or Insurance-related field.
- Minimum 8 years in insurance brokerage/underwriting, with 2+ years in a compliance or supervisory role.
- IIQE Paper I, II, III, IV, V licenses are a MUST.
- Excellent command of both Chinese (Mandarin & Cantonese) and English.
- Deep understanding of the Insurance Ordinance, AML/CFT, GDPR/PDPA, and fiduciary duties.
- Strong leadership and communication skills.
- Experience liaising with regulators and auditors.
- Familiarity with insurance products (e.g., general insurance, life, reinsurance).
What we offer:
- Rewarding career development with regional exposure
- Double pay
- Performance bonus
- Medical insurance
- Five-day work week
- Daily snacks
- Friendly and open work environment with a young, energetic team
Life as DOOers
At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.
Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated
Responsible Officer, Insurance Broker
Posted 9 days ago
Job Viewed
Job Description
5 days ago Be among the first 25 applicants
Direct message the job poster from Doo Group
Senior Talent Acquisition Executive @ Doo GroupDoo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together!
Looking for a New Challenge? Join Us as We Expand Globally!
As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.
DOO you have what it takes?
What you’ll be working on:
- Act as the primary point of contact with the insurance regulatory authority.
- Ensure the firm and its staff adhere to the Insurance Ordinance, Anti-Money Laundering (AML), Data Privacy, and other relevant regulations.
- Maintain the firm’s licensing conditions and submit required reports (e.g., financials, compliance audits).
- Implement and review internal policies, procedures, and controls to mitigate regulatory risks.
- Supervise the conduct of licensed insurance brokers/agents to ensure compliance with codes of conduct.
- Monitor sales practices, policy recommendations, and disclosures to prevent mis-selling or conflicts of interest.
- Approve and oversee high-risk transactions (e.g., complex products, large policies).
- Advise senior management on regulatory implications of new products, markets, or partnerships.
- Ensure marketing materials and client communications comply with regulations.
What we’re looking for:
- Holds a valid Responsible Officer license from the local regulatory authority
- Bachelor’s degree in Law, Finance, Business, or Insurance-related field.
- Minimum 8 years in insurance brokerage/underwriting, with 2+ years in a compliance or supervisory role.
- IIQE Paper I, II, III, IV, V licenses are a MUST.
- Excellent command of both Chinese (Mandarin & Cantonese) and English.
- Deep understanding of the Insurance Ordinance, AML/CFT, GDPR/PDPA, and fiduciary duties.
- Strong leadership and communication skills.
- Experience liaising with regulators and auditors.
- Familiarity with insurance products (e.g., general insurance, life, reinsurance).
What we offer:
- Rewarding career development with regional exposure
- Performance bonus
- Medical insurance
- Five-day work week
- Daily snacks
- Friendly and open work environment with a young, energetic team
Life as DOOers
At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.
Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated!
Seniority level- Seniority level Director
- Employment type Full-time
- Job function Strategy/Planning, Project Management, and Customer Service
- Industries Financial Services and Insurance
Referrals increase your chances of interviewing at Doo Group by 2x
Sign in to set job alerts for “Insurance Broker” roles. Senior Relationship Manager / RM, Fubon Insurance Brokers Limited Transport Liability Insurance Manager / Executive Marsh Early Career & Graduate Program 2025 Claim Service Manager - Hang Seng Insurance (HK) Insurance Consultant to Senior Consultant Account Servicing Manager (General Insurance) Consultant/ Senior Consultant/ Manager - Strategy & Operations (Insurance) - Hong Kong )Wan Chai District, Hong Kong SAR 2 weeks ago
Retail Banking - Senior Relationship Manager & Insurance Specialist Relationship Specialist /Manager, Individual InsuranceWan Chai District, Hong Kong SAR 4 months ago
Insurance Partnership Manager - HSBC Life Associate_China SZ Insurance broker_Property and CasualtyCentral & Western District, Hong Kong SAR 1 week ago
Manager to SM, Investment & Insurance Compliance (Compliance and Legal Customer Experience Manager - Hang Seng Insurance (HK) 2025 Wealth Management Full Time (Fresh Grad & IANG are Welcomed) Manager, Partnership Proposition & Business Development (General Insurance) Private Bank Relationship Manager- Wealth Management (Hong Kong)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrBe The First To Know
About the latest Hsbc insurance Jobs in Hong Kong !
General Manager - Insurance Broker
Posted 14 days ago
Job Viewed
Job Description
Join to apply for the General Manager - Insurance Broker role at Michael Page
1 day ago Be among the first 25 applicants
Join to apply for the General Manager - Insurance Broker role at Michael Page
Get AI-powered advice on this job and more exclusive features.
- Full Strategic and Operational Leadership
- Lead an Established Insurance Broker
- Full Strategic and Operational Leadership
Our client is a reputable regional insurance brokerage and risk management consultancy, operating under the umbrella of a well-established corporate group. Known for delivering tailored, industry-specific solutions, the firm is dedicated to helping clients manage risk effectively and sustainably.
Job Description
As General Manager, you will be responsible for the overall leadership and strategic direction of the company. You will act as the licensed Responsible Officer under the Insurance Authority, ensuring full compliance with regulatory standards. Your role includes overseeing financial planning, driving business development, and maintaining operational excellence. You will represent the company in dealings with regulators, auditors, and key stakeholders, while fostering a high-performance culture within the team.
The Successful Applicant
The ideal candidate will hold a bachelor's degree in Accounting, Finance, Business Management, or a related field, along with a recognized insurance qualification such as ACII or ANZIIF. You should have at least 20 years of experience in the insurance industry, including 5 years in a senior leadership role within a brokerage firm. Eligibility to be approved as a Responsible Officer by the Hong Kong Insurance Authority is essential. A strong track record in business development, deep knowledge of compliance standards, and fluency in English, Cantonese, and Mandarin are also required.
What's On Offer
This is a rare opportunity to lead a reputable insurance brokerage with the autonomy to shape its future. You will enjoy a competitive compensation package, a collaborative leadership environment, and the chance to make a lasting impact in the insurance and risk management industry.
Contact: Sherman Sung
Quote job ref: JN- Seniority level
- Seniority level Executive
- Employment type Full-time
- Job function Sales, Business Development, and Analyst
- Industries Insurance, Financial Services, and Capital Markets
Referrals increase your chances of interviewing at Michael Page by 2x
Sign in to set job alerts for “General Manager” roles. General Manager, Event & Product Development General Manager, Everstone Wealth (Based in Cambodia)Hong Kong, Hong Kong SAR HK$1,000,000.00-HK$1,501,000.00 4 weeks ago
Vice President, External Relationship Management - Hong Kong Wealth Team General Manager, Funding Schemes (Ref: FSD192/25, 10513) Vice President - Sales & Business Development, People Solutions - Asia Vice President - Corporate Responsibility & Foundation Associate/Vice President Telecom and Technology Senior Vice President / Vice President, Private Wealth ManagementKowloon City District, Hong Kong SAR 1 week ago
Senior Manager / Assistant Vice President Engineering Vice President/Assistant Vice President, Payment Investigation, Corporate Banking Vice President/ Assistant Vice President, Risk and Control, Institutional Banking Operations Assistant Vice President, Professional & Executive Risk - Greater ChinaWan Chai District, Hong Kong SAR 1 week ago
Assistant Vice President/ Vice President, Equity Derivatives Flow Developer Vice President - Trading Development - Operations (Project Management)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrCustomer Service Manager, Insurance Broker
Posted today
Job Viewed
Job Description
Join Doo Group – Explore α Better Future
Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together
Looking for a New Challenge? Join Us as We Expand Globally
As we continue our global business expansion, we're on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.
DOO you have what it takes?
What you'll be working on:
- Manage a team to develop, implement, and monitor customer service standards, procedures, and policies.
- Oversee the handling of a high volume of client inquiries regarding policies, coverage, billing, and claims.
- Serve as the primary point of escalation for complex client issues and complaints, resolving them promptly and professionally.
- Identify and implement process improvements and technological solutions to enhance efficiency and the client experience.
Ensure accurate and timely processing of endorsements, policy renewals, certificates of insurance and other documentation.
Assist in the development of client communication strategies and educational materials.
What we're looking for:
- Bachelor's degree in Business Administration, Finance, Communications, or a related field.
- Must have passed IIQE Paper 1 & 3 or relevant qualifications.
- Minimum 8 years of experience in the insurance industry, preferably within an insurance brokerage.
- Minimum 3 years of experience in a supervisory or team leadership role.
- Excellent analytical and problem-solving abilities to address client and operational issues effectively.
- A passionate commitment to delivering exceptional client service and building long-term relationships.
- Thorough understanding of insurance products, policy wordings, and the end-to-end insurance lifecycle.
- Strong communication skills in Chinese (Cantonese, Mandarin) and English.
What we offer:
- Rewarding career development with regional exposure
- Double pay
- Performance bonus
- Medical insurance
- Five-day work week
- Daily snacks
- Friendly and open work environment with a young, energetic team
Life as DOOers
At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.
Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated
Customer Service Executive, Insurance Broker
Posted today
Job Viewed
Job Description
Join Doo Group – Explore α Better Future
Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together
Looking for a New Challenge? Join Us as We Expand Globally
As we continue our global business expansion, we're on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.
DOO you have what it takes?
What you'll be working on:
Customer Relationship Management
- Address potential customer needs and facilitate business transactions through online and offline channels.
- Conduct regular follow-ups on customer requirements, maintain long-term relationships, and promote value-added services such as repeat purchases, additional coverage, or referrals.
Product Explanation and Consultation
- Proficient in Hong Kong insurance products (e.g., critical illness insurance, savings and dividend insurance, universal life insurance, etc.), providing personalized solutions based on customer needs.
- Able to compare the advantages of Hong Kong insurance products and address customer inquiries.
MCV Application Process Management
- Assist customers in preparing insurance application documents, ensuring the application complies with Hong Kong regulatory requirements.
Cross-departmental Collaboration
- Liaise with underwriting, claims, and customer service teams to assist with policy application, renewal, claims, and other related matters.
Compliance and Risk Control
- Ensure sales activities comply with the regulations of the Hong Kong Insurance Authority, avoiding misleading sales or non-compliant promises.
- understand with anti-money laundering policies, verifying the source of customer funds.
Market Research
- Gather insights on different customer preferences and competitor product trends, providing feedback to the company to optimize sales strategies.
Job Requirements:
- Must have passed IIQE Paper 1 & 3 or relevant qualifications.
- Understand with Hong Kong insurance regulations and anti-money laundering policies.
- Fluent in Mandarin, Cantonese and English.
- Customer service experience is required.
- Prior experience in the insurance business is preferred.
- Strong cross-cultural communication skills with customers from both regions, understanding consumer psychology.
- Resilient under pressure, adaptable to frequent travel and non-working hours customer inquiries.
- Strong compliance awareness and high personal integrity.
What we offer:
- Rewarding career development with regional exposure
- Double pay
- Performance bonus
- Medical insurance
- Five-day work week
- Daily snacks
- Friendly and open work environment with a young, energetic team
Life as DOOers
At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.
Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated