What Jobs are available for Insurance Operations in Hong Kong?

Role Summary

Bowtie's mission is to make insurance good again and our vision is to build a category-defining health insurance company.
We are seeking an energetic, detail-oriented professional to lead our Insurance Operations (Policy Servicing / KYC) function. You will play a critical role in delivering transparent, compliant, and seamless policy servicing operations, while ensuring that our Know Your Customer (KYC) and compliance responsibilities are executed to the highest standards.

It's an exciting opportunity to grow with a fast-paced team that genuinely cares about creating customer-centric insurance services.

• Lead day-to-day insurance policy servicing operations, ensuring efficient and timely processing of policy changes, renewals, cancellations, endorsements, and customer servicing requests.
• Oversee and manage all KYC processes, including client onboarding, data verification, and ongoing due diligence to meet regulatory and company standards.
• Continuously monitor operations and KYC controls, identifying process improvements and driving automation where possible.
• Support the implementation and enforcement of best practices for insurance operations, digital documentation, and customer data privacy.
• Collaborate cross-functionally with Tech, Product, and Compliance teams to improve digital journeys and workflow efficiency.
• Manage, coach, and develop the Policy Servicing team and contribute to building a strong, customer-focused culture.
• Prepare and review accurate reports and statistics for senior management on operational performance, KYC status, and compliance matters as required.
• Participate in system enhancement projects and the launch of new insurance products or operational initiatives.

Success of this role would include:

• 90% of the cases are completed within T+2

  
  
• Roll out 1 process simplification every 2 months

• Bachelor's degree in Business, Insurance, Finance, or a related discipline.
• Minimum 6 years' hands-on experience in insurance operations, medical underwriting policy administration, or KYC within the insurance or financial services sector.
• Solid understanding of insurance policy servicing workflows and KYC/regulatory compliance requirements.
• Strong organisational, interpersonal, and problem-solving skills, with a proactive and analytical approach.
• Keen attention to detail and a passion for delivering outstanding customer service.
• Track record of training, guiding, or managing team members.
• Excellent communication skills in English; Chinese (Cantonese ) is a must.
• Proficiency in MS Office (especially Excel), with exposure to digital/online insurance platforms a plus.
• Energetic, adaptable, and excited to work in a scale-up environment that moves quickly and values new ideas.
• Prior experience in projects. UAT would be an advantage

Working at Bowtie – Benefits and Career Development

• Competitive compensation package
• Flexible working hours to support your work-life balance
• Medical, dental, and wellness benefit programmes
• Supportive and friendly startup culture
• Weekly knowledge sharing and social gatherings
• Exciting development, upskilling, and sponsorship opportunities for professional growth

About Bowtie – Digital Insurance Innovation & Customer Focus

Bowtie is Hong Kong's first licensed virtual insurer (虛擬保險公司), defining the future of health insurance through technology and human-centred design. By combining deep insurance expertise and innovative digital capabilities, we aim to deliver simple, trustworthy protection to individuals and families across Asia.

We're proud of our industry-leading digital platform, ranked #2 globally in Sia Partners' 2023 InsurTech report, and we're always looking for passionate, proactive talent to join our diverse team.

If you're driven by purpose and thrive in a progressive, entrepreneurial environment, we invite you to build something meaningful with us.

Information provided will be treated in strict confidence and used solely for recruitment purposes.

Applications will be retained for no longer than 24 months before destruction.

Bowtie is an equal opportunity employer. We do not discriminate on the basis of race, disability, gender identity, or family status in hiring or employment practices.

Role Summary

Bowtie's mission is to make insurance good again and our vision is to build a category-defining health insurance company. We are seeking an energetic, detail-oriented professional to lead our Insurance Operations (Policy Servicing / KYC) function. You will play a critical role in delivering transparent, compliant, and seamless policy servicing operations, while ensuring that our Know Your Customer (KYC) and compliance responsibilities are executed to the highest standards.

It's an exciting opportunity to grow with a fast-paced team that genuinely cares about creating customer-centric insurance services.

• Lead day-to-day insurance policy servicing operations, ensuring efficient and timely processing of policy changes, renewals, cancellations, endorsements, and customer servicing requests.
• Oversee and manage all KYC processes, including client onboarding, data verification, and ongoing due diligence to meet regulatory and company standards.
• Continuously monitor operations and KYC controls, identifying process improvements and driving automation where possible.
• Support the implementation and enforcement of best practices for insurance operations, digital documentation, and customer data privacy.
• Collaborate cross-functionally with Tech, Product, and Compliance teams to improve digital journeys and workflow efficiency.
• Manage, coach, and develop the Policy Servicing team and contribute to building a strong, customer-focused culture.
• Prepare and review accurate reports and statistics for senior management on operational performance, KYC status, and compliance matters as required.
• Participate in system enhancement projects and the launch of new insurance products or operational initiatives.

Success of this role would include:

• 90% of the cases are completed within T+2

  
  
• Roll out 1 process simplification every 2 months

• Bachelor's degree in Business, Insurance, Finance, or a related discipline.
• Minimum 6 years' hands-on experience in insurance operations, medical underwriting policy administration, or KYC within the insurance or financial services sector.
• Solid understanding of insurance policy servicing workflows and KYC/regulatory compliance requirements.
• Strong organisational, interpersonal, and problem-solving skills, with a proactive and analytical approach.
• Keen attention to detail and a passion for delivering outstanding customer service.
• Track record of training, guiding, or managing team members.
• Excellent communication skills in English; Chinese (Cantonese ) is a must.
• Proficiency in MS Office (especially Excel), with exposure to digital/online insurance platforms a plus.
• Energetic, adaptable, and excited to work in a scale-up environment that moves quickly and values new ideas.
• Prior experience in projects. UAT would be an advantage

• Competitive compensation package
• Flexible working hours to support your work-life balance
• Medical, dental, and wellness benefit programmes
• Supportive and friendly startup culture
• Weekly knowledge sharing and social gatherings
• Exciting development, upskilling, and sponsorship opportunities for professional growth

Bowtie is Hong Kong's first licensed virtual insurer (虛擬保險公司), defining the future of health insurance through technology and human-centred design. By combining deep insurance expertise and innovative digital capabilities, we aim to deliver simple, trustworthy protection to individuals and families across Asia.

We're proud of our industry-leading digital platform, ranked #2 globally in Sia Partners' 2023 InsurTech report, and we're always looking for passionate, proactive talent to join our diverse team.

If you're driven by purpose and thrive in a progressive, entrepreneurial environment, we invite you to build something meaningful with us.

Information provided will be treated in strict confidence and used solely for recruitment purposes.

Applications will be retained for no longer than 24 months before destruction.

Bowtie is an equal opportunity employer. We do not discriminate on the basis of race, disability, gender identity, or family status in hiring or employment practices.

Role Summary
Bowtie's mission is to make insurance good again and our vision is to build a category-defining health insurance company. We are seeking an energetic, detail-oriented professional to lead our Insurance Operations (Policy Servicing / KYC) function. You will play a critical role in delivering transparent, compliant, and seamless policy servicing operations, while ensuring that our Know Your Customer (KYC) and compliance responsibilities are executed to the highest standards.

It's an exciting opportunity to grow with a fast-paced team that genuinely cares about creating customer-centric insurance services.

Insurance Operations Management – Key Responsibilities

• Lead day-to-day insurance policy servicing operations, ensuring efficient and timely processing of policy changes, renewals, cancellations, endorsements, and customer servicing requests.
• Oversee and manage all KYC processes, including client onboarding, data verification, and ongoing due diligence to meet regulatory and company standards.
• Continuously monitor operations and KYC controls, identifying process improvements and driving automation where possible.
• Support the implementation and enforcement of best practices for insurance operations, digital documentation, and customer data privacy.
• Collaborate cross-functionally with Tech, Product, and Compliance teams to improve digital journeys and workflow efficiency.
• Manage, coach, and develop the Policy Servicing team and contribute to building a strong, customer-focused culture.
• Prepare and review accurate reports and statistics for senior management on operational performance, KYC status, and compliance matters as required.
• Participate in system enhancement projects and the launch of new insurance products or operational initiatives.

Success of this role would include:

• 90% of the cases are completed within T+2

  
  
• Roll out 1 process simplification every 2 months

Insurance Operations – What We're Looking For

• Bachelor's degree in Business, Insurance, Finance, or a related discipline.
• Minimum 6 years' hands-on experience in insurance operations, medical underwriting policy administration, or KYC within the insurance or financial services sector.
• Solid understanding of insurance policy servicing workflows and KYC/regulatory compliance requirements.
• Strong organisational, interpersonal, and problem-solving skills, with a proactive and analytical approach.
• Keen attention to detail and a passion for delivering outstanding customer service.
• Track record of training, guiding, or managing team members.
• Excellent communication skills in English; Chinese (Cantonese ) is a must.
• Proficiency in MS Office (especially Excel), with exposure to digital/online insurance platforms a plus.
• Energetic, adaptable, and excited to work in a scale-up environment that moves quickly and values new ideas.
• Prior experience in projects. UAT would be an advantage

Working at Bowtie – Benefits and Career Development

• Competitive compensation package
• Flexible working hours to support your work-life balance
• Medical, dental, and wellness benefit programmes
• Supportive and friendly startup culture
• Weekly knowledge sharing and social gatherings
• Exciting development, upskilling, and sponsorship opportunities for professional growth

About Bowtie – Digital Insurance Innovation & Customer Focus
Bowtie is Hong Kong's first licensed virtual insurer (虛擬保險公司), defining the future of health insurance through technology and human-centred design. By combining deep insurance expertise and innovative digital capabilities, we aim to deliver simple, trustworthy protection to individuals and families across Asia.

We're proud of our industry-leading digital platform,
ranked #2 globally
in Sia Partners' 2023 InsurTech report, and we're always looking for passionate, proactive talent to join our diverse team.

If you're driven by purpose and thrive in a progressive, entrepreneurial environment, we invite you to build something meaningful with us.

Information provided will be treated in strict confidence and used solely for recruitment purposes.
Applications will be retained for no longer than 24 months before destruction.
Bowtie is an equal opportunity employer. We do not discriminate on the basis of race, disability, gender identity, or family status in hiring or employment practices.

Job Responsibilities:

• Identify, develop and manage new strategic partnerships in the insurance sector
• Prepare and deliver professional presentations, marketing materials and responses for insurance agency partners
• Plan, organise and manage PR events for insurance agents
• Work effectively with team members, as well as other departments and external parties

Job Requirements:

• Experience in working with medical/insurance/wealth management industry is preferred
• Can-do attitude, ability to work independently and strong drive to get things done
• Capable of driving projects independently and under pressure
• Excellent time management, communication, interpersonal, analytical, and presentation skills
• Proficiency in both written and spoken English and Mandarin and Cantonese
• Proficiency in Microsoft Office

Responsibilities:

• Lead the evaluation and ongoing due diligence of life insurance products to support continuous portfolio expansion.
• Collaborate with Legal, Compliance, Finance, Operations, and IT teams to ensure regulatory compliance and secure necessary product approvals.
• Manage product launches, proposition strategies, and channel development projects to achieve sales objectives.
• Act as the primary contact for product-related inquiries from consultants, sales teams, and distributors.
• Support strategic ad-hoc projects aligning with group product initiatives.

Requirements:

• Bachelor's degree with 3-5 years of experience in life insurance, preferably in product development, product management, or a related role;
• Strong understanding of life insurance products, regulatory environment, and market trends;
• Proactive, drive for result, detail-focused, and highly organized;
• Excellent communication, presentation, interpersonal, and stakeholder management skills;
• Possession of a valid IIQE License is highly preferred;
• Proficient in both written and spoken English, Cantonese and Mandarin.

We offer competitive remuneration including career prospects to the right candidate. Interested parties please submit your application via email by clicking "Apply Now ".

The employee for above position will be employed under AGBA¹ Group Limited.

(All applications will be treated in strict confidence and used for recruitment purpose by AGBA Group Limited and its affiliates only. All applicants are kept on file 6 months from the date of the application.)

1. AGBA is a one-of-a-kind wealth and health platform, helping people enjoy wealth and health with the ease they deserve.

AGBA Group Limited is a subsidiary of Triller Group Inc., which is a Nasdaq-listed company (NASDAQ: ILLR, and together with its subsidiaries and affiliates, the "Group"), the Group's activities span from business-to-business (B2B) platform, healthcare and wellness services, fintech businesses, as well as financial advisory services.

Pursue a Career with Impact
At Deloitte China, we are on a mission to nurture and empower our people to become deep subject matter experts. We offer the perfect platform to unleash your full potential and equip you to thrive on challenges, and partner with our clients to solve their most complex problems. A world of opportunities awaits. Start your adventure and journey with us.

About The Business
Deloitte's Operations Transformation team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view of our client's priorities, helping them to prepare for growth, embrace digital agenda, optimize costs and maximize operational efficiency. This includes:

• Transforming business operations to take advantage of disruptive business models and establish new capabilities that foster and catalyze future growth
• Focusing on working with clients to reimagine, redesign and digitalize their business processes in order to achieve improved efficiency, customer experience and impact
• Delivering complex transformation programs through best in class tools, accelerators and methodologies to scope, manage and reduce the risks of delivery, and ensure longer term benefits can be delivered and sustained

Work you'll do

• Understand client value: Gather insights to align the client's insurance operations with their strategic goals.
• Define opportunities: Identify and articulate business processes and areas for improvement within the insurance framework.
• Apply functional expertise: utilize industry knowledge to support the organization's strategic vision in insurance.
• Manage project deliverables: ensure your work aligns with the project plan to provide an exceptional clients experience.
• Stay informed: Keep abreast of industry trends and leading practices in insurance.
• Diagnose and analyze: identify client challenges, conduct analyses and develop tailored solutions specific to the insurance sector
• Interpret financial data: analyze financial information to strengthen recommendations and support decision-making in insurance practices
• Communicate effectively: articulate idea clearly to instill confidence in both the team and clients
• Present insights: deliver compelling presentations using concise messaging and relevant data tailored to insurance
• Engage with diverse stakeholders: foster effective interactions with colleagues and clients from various backgrounds within the insurance industry
• Leverage technology: recognize technology as a crucial enabler for business success in insurance operations
• Develop reusable assets: create and share tools and resources that can be applied across multiple insurance projects
• Align daily work with team goals: understand how your contributions support the team's objectives and the broader business strategy in the insurance sector.

During your tenure with us, you will demonstrate and develop your leadership and professional capabilities in the following areas: Inspiring, Creating purpose, Driving agility, Building diverse capability, Influencing, Collaborating, Delivering value, Building the business, Analytical acumen, Effective communication, Engagement management/delivery excellence, Managing change, Managing quality & risk, Sales excellence, Strategic thinking and problem solving, and Tech savviness.

We are looking for someone with

• Master/ Bachelor degree or above in finance, accounting, financial engineering, management, related disciplines
• At least 2 years of consulting experience
• MBA from a top-tier institution (preferred, not a must)
• Fluent in English and Mandarin
• Demonstrated ability to deliver complex projects
• Proven core consulting skills including: slide design, document story lining, problem solving, analytics, modelling
• Technical skills: strong written and oral communications ability, foster open dialogue amongst the team, strategic thinking, strong organizational capability
• Professional skills: strong networking ability, client management, team management
• Leadership: effectively lead and mentor a team, demonstrated history of taking leadership roles both at work and outside of work
• Ability to build solid foundations of a business case for transforming the core operations in alignment with client's business agenda and strategic drivers.
• Ability to build, leverage and apply intermediate, technology and functional knowledge to effectively execute against standard plan / approach for solutioning.
• Ability to comprehend the Operations focused solutions & drivers and align them with client's business & technical needs to tailor an action plan integrated through proven methodologies and innovative ways that best solves client challenges.

Qualifications For Manager Level

• Education: Master's or Bachelor's degree in finance, accounting, financial engineering, management, or related disciplines.
• Experience: A minimum of 5 years of consulting experience with a strong knowledge of the insurance industry.
• Advanced Degree: MBA from a top-tier institution is preferred, though not required.
• Language Proficiency: Fluent in English and Mandarin.
• Project Delivery: Proven track record of delivering complex projects successfully.
• Core Consulting Skills: Expertise in slide design, document storytelling, problem-solving, analytics, and modeling.
• Technical Skills: Strong written and oral communication abilities; ability to foster open dialogue within the team; strategic thinking; and excellent organizational capabilities.
• Professional Skills: Strong networking, client management, and team leadership abilities.
• Leadership: Proven ability to lead and mentor teams, with a history of taking on leadership roles both professionally and in extracurricular activities.
• Business Case Development: Capacity to build a solid foundation for transforming core operations aligned with client business agendas and strategic drivers.
• Technology and Functional Knowledge: Ability to leverage and apply intermediate technology and functional knowledge to effectively execute standard plans and approaches for solutions.
• Operational Alignment: Skill in comprehending operations-focused solutions and aligning them with client business and technical needs to create tailored action plans, utilizing proven methodologies and innovative approaches to address client challenges effectively.

Shape your future through impact that matters
For more than 100 years of history, Deloitte witnessed also had the honor to be part of the economic boom in China by providing industry-leading audit & assurance, consulting, risk advisory, financial advisory, tax & business advisory services to nearly 90% of the Fortune Global 500 Chinese companies and thousands of private companies. Deloitte China today carries on our centenary professionalism and strives to become the undisputed leader in professional services in China with strong responsibility and capabilities in digitalization and multidisciplinary services.

Deloitte has been named China's Top Employer since 2006, Universum's Most Attractive Employer in China since 2008, and the Best Workplaces in Greater China since 2019.

All qualified applicants will receive consideration for employment regardless of their background, experience, identity, ability or thinking style, and if you need assistance during the application process for accessibility reasons this is available upon request. The preferred candidate will be subject to background screening by Deloitte China or by their external third-party provider.

Accessibility assistance
If you need assistance or an accommodation during the recruitment process for accessibility reasons, there will be an opportunity for you to let us know what you need once you begin your application.

Ready to take on new challenges? Apply now

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Why Deloitte China?
Deloitte China delivers a comprehensive range of audit & assurance, consulting, financial advisory, risk advisory and tax services to local, multinational and growth enterprise clients in China.

• We are the
  world's largest professional services firm
  that changes the world, we lead with purpose and shared values.
• We are the
  market leader with digital and innovative solutions
  , we create values for client through our multi-disciplinary services.
• We are recognized as
  Top Employer
  in China by the Top Employers Institute* for 14th consecutive years, and made the top 3 for the first time this year
• We are certified as one of the
  'Best Workplaces
  in Greater China by Great Place to Work in 2019

Job Descriptions:

• Oversee the product distribution function to ensure the effective delivery of life insurance products and solutions.
• Lead, implement and manage sales initiatives, including cross and up-selling campaigns, aimed at expanding market share and client acquisition.
• Collaborate closely with Marketing and Channel Management to design and launch targeted campaigns that support business development, foster strong partnerships with referral partners and deepen client engagement.
• Leverage on data-driven insights to design and implement sales strategies that resonate with HNW clients, positioning the firm as a preferred choice for their insurance needs.
• Develop compelling, data-driven product materials and comparison tools to empower the sales channel.

Job Requirements:

• Minimum 8-10 years of relevant experience in the life insurance or financial services industry, preferably with exposure to High-Net-Worth clients and products.
• Bachelor's degree in Business, Finance, Marketing, or a related discipline. Advanced degrees or industry certifications are an advantage.
• Strong proficiency in Microsoft Office applications, particularly Excel, PowerPoint, and Word; experience with life insurance illustration tools is a plus.
• Deep understanding of life insurance products, with a focus on HNW-oriented solutions.
• Exceptional relationship management and interpersonal skills, with a demonstrated ability to engage and collaborate effectively across internal teams and external partners, at both strategic and operational levels.
• Fluency in Cantonese, English and Mandarin.

Job Purpose

· The candidate will play a key sales role in the Insurance Sales Team;

· Partner with different teams to optimize the client base and expand business;

· Develop and maintain solid relationships with business partners.

Job Responsibilities

· Develop and identify potential clients, build and maintain strong relationship with retail and corporate clients in Hong Kong and mainland China;

· Identify the market trend and understand client needs to develop and apply product and service solutions on a regular and timely basis;

· Develop and maintain rapport and solid relationships with insures, banks and other channels;

· Collaborates with Client Service, Operations, IT, Risk, Credit, Legal and other internal departments to optimize product and service delivery;

· Provide client service to the designated clients;

· Perform ad-hoc duties as assigned by supervisor or management.

Requirements

· Degree holder or above with minimum of 5 years' relevant experience in financial institutions;

· Solid knowledge in Insurance products;

· Licensed person of IA are preferred;

· Good command of written and spoken English and Chinese (Cantonese and Putonghua Bilingual preferred);

· Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks.

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.

We are currently seeking a high caliber professional to join our department as Head of Risk and Business Management, Hang Seng Insurance.

Responsibilities:

• Lead a team of Business Risk & Control Managers and strengthen the Insurance First Line of Defense
• Act as the Risk Advisor and ensure adequate control within the Insurance Business – including but limited to Business Continuity Planning, Vendor Risk Management, Information Security etc
• Drive the implementation of HSBC Group's Global Standards projects and other regulatory compliance initiatives

• The role holder works within the Chief Control Office of the Hang Seng Insurance Chief Operating Office.

• Work beyond the boundaries of usual time and effort in meeting these expectations, creatively and innovatively in often addressing uniquely individual challenges in insurance operations working environment

• Possess the operational expertise and experience in related to insurance operations
• Be a self-motivated, pro-active self-starter with the ability and attributes to act and perform with minimal direction or instruction
• Possesses strong interpersonal, customer service and communication skills across international and organizational and company boundaries
• Be a natural leader and motivator; someone the rest of the team and any subordinates trust and respect
• Facing the ever-changing business world, the role holder must have a strong background in business and insurance operations as well as demonstrating creativity in problem-solving so as to train up staff and provide professional support to the department
• The job holder is expected to proactively and promptly respond to changes in internal policies and guidelines and regulatory requirements

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited