What Jobs are available for Insurance Products in Hong Kong?

Showing 41 Insurance Products jobs in Hong Kong

Manager/ AVP, Insurance Broker

$60000 - $120000 Y China Construction Bank (Asia) Corporation Limited

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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.

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Responsible Officer, Insurance Broker

$180000 - $240000 Y Doo Group

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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

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Customer Service Executive, Insurance Broker

$40000 - $120000 Y Doo Group

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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

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Operation Head/Senior Operation Manager, Insurance broker

$600000 - $1200000 Y Unicorn Advisor (HK) Limited

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Job Description

An insurance broker is looking to hire a senior operation candidate with solid experience in life insurance industry or insurance brokerage firm. Proficiency in both Cantonese and Mandarin is required.

Responsibilities:

Operational and Administrative Management:

  • Maintain and update insurance business records, handle policy documentation and manage post-sale services such as premium renewals
  • Prepare and deliver weekly business reports and ad-hoc reports as needed
  • Update commission schedules, maintain accurate financial ledgers and generate monthly statements for various business partners and channels
  • Support the Accounting Team with payments, record-keeping and other relevant administrative tasks
  • Provide general administrative and clerical support to the team, ensuring smooth day-to-day operations

Compliance and Corporate Governance:

  • Act as company secretary, providing comprehensive company secretarial services, ensuring proper documentation and collaborating with secretarial and audit firms to meet statutory requirements
  • Assist the Responsible Officer to regularly review and update policies and procedures, including but not limited to operations and risk control, to ensure full regulatory compliance
  • Assist management with additional ad-hoc duties as assigned, ensuring timely and effective completion
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Senior Underwriter/ Underwriting Manager- General Insurance

$1200000 - $2400000 Y HFG Insurance Recruitment

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Job Description

A leading general insurance organization is seeking an experienced professional to join its Underwriting Team. This role is integral to maintaining high standards of risk assessment and underwriting excellence. The Senior Underwriter/ Underwriting Manager will oversee the evaluation and management of general insurance risks, ensuring compliance with internal policies and regulatory standards. This role involves leading underwriting activities, mentoring team members, and supporting strategic objectives.

Key Responsibilities:

  • Underwrite general insurance products (e.g., property & casualty, liability and specialty lines), assessing risks, determining coverage terms, and establishing pricing.
  • Ensure underwriting decisions align with organizational risk appetite and regulatory requirements.
  • Engage with brokers, agents, and clients to gather essential information and finalize policy terms.
  • Analyze portfolio performance, identify risk trends, and propose strategies to enhance underwriting outcomes.
  • Provide leadership and mentorship to junior underwriters, fostering a collaborative and high-performing team environment.
  • Contribute to the development and refinement of underwriting policies, processes, and tools to improve efficiency.
  • Collaborate with actuarial, claims, and business development teams to ensure seamless operations and client satisfaction.
  • Monitor industry trends, market conditions, and regulatory changes to inform underwriting strategies.
  • Prepare detailed reports for internal stakeholders on underwriting performance and risk exposure.

Qualifications and Experience

  • Bachelor's degree in Insurance, Risk Management, Finance, Business, or a related field.
  • 5-8 years of experience in general insurance underwriting, with 2-3 years in a supervisory or leadership role. Less experienced candidate would be considered as senior underwriter.
  • Possess professional insurance qualification such as ANZIIF or ACII is preferred.
  • In-depth knowledge of general insurance products, including property, casualty, or specialty lines.
  • Proven expertise in handling complex risk assessments and making sound underwriting decisions.
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Underwriter (General Insurance, P&C focus | Double Pay + Discretionary Bonus )

$60000 - $120000 Y DNA Recruit Partners Limited

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Job Description

About Our Client:

DNA Recruit Partners is proud to collaborate with a prestigious Fortune Global 500 General Insurance leader with a strong global presence. Renowned for excellence and innovation, our client is expanding its high-performing Underwriting Team and seeks a talented P&C Underwriter to drive business growth and underwriting profitability.

They Offer:

  • Working Hours: 9:00 am to 5:30 Monday to Friday (Work-life balance)
  • Double pay with 13 months of salary  + Discretionary bonuses
  • Dental + Medical
  • Birthday Leave + special leave
  • wfh poilcy 1 day per week
  • Study Allowances after the probationary period

The Opportunity:

Join a dynamic, multicultural MNC environment where you'll underwrite a diverse portfolio of Property & Casualty risks while contributing to team development and process improvements. This role offers career progression, competitive remuneration, and exceptional benefits in a globally recognized insurance group.

Key Responsibilities:

  • Underwrite and evaluate Property & Casualty risks (e.g., Fire, Liability, Engineering, etc.) within defined authority limits.
  • Conduct risk assessments, policy wording reviews, and pricing analysis to ensure profitability.
  • Build and maintain strong relationships with brokers, clients, and internal stakeholders.
  • Monitor market trends, regulatory changes, and emerging risks to refine underwriting strategies.
  • Collaborate with claims, actuarial, and compliance teams to optimize portfolio performance.
  • Develop and implement underwriting guidelines and best practices to enhance risk selection.

Ideal Candidate Profile:

  • 3 years of underwriting experience in Generel insurance field
  • Strong technical knowledge of Property, Casualty, or Specialty Lines.
  • Familiarity with policy wordings, pricing models, and reinsurance structures.
  • Proven ability to analyze complex risks and make data-driven underwriting decisions.
  • Qualified ANZIIF or CII Holder will be an absoulte advantogous
  • Analytical mindset with sound decision-making and negotiation skills.
  • Excellent communication in English (Chinese/Cantonese proficiency is a plus).
  • Proactive, team-oriented, and eager to grow in a global insurance leader.
Why Join?

Fortune 500 Global Insurer with stability and growth opportunities.

Attractive salary, bonuses, and comprehensive benefits.

Collaborative, multicultural team with career development support.

Exposure to complex risks and innovative underwriting solutions

Apply Now

Only shortlisted candidates will be contacted. All applications will be handled confidentially.

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Insurance agent

$40000 - $60000 Y Wing Hing Financial Services Co

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Job Description

Wing Hing Financial Services Co. is a financial services firm specializing in providing comprehensive wealth management and succession solutions for high-net-worth clients. With a focus on professionalism, customization, and confidentiality, we are dedicated to helping clients achieve asset appreciation, risk mitigation, and the sustainable preservation of family wealth.

Expert Team, Exceptional Service

Wing Hing brings together seasoned experts and industry elites from the fields of finance, law, taxation, and more. Our team members hail from top-tier academic institutions and possess over 20 years of industry experience. Leveraging deep expertise and an extensive global resource network, we accurately interpret market trends and offer tailored solutions—including tax optimization, inheritance planning, asset allocation, family trusts, and overseas education planning—to ensure every strategy aligns with our clients' unique needs and long-term goals.

Client-Centric Approach: Safeguarding Your Wealth Future

We understand the importance that high-net-worth individuals place on privacy, security, and personalized service. Therefore, we always prioritize our clients' interests, utilizing rigorous analysis and innovative financial tools to facilitate steady wealth growth and intergenerational transfer. At Wing Hing, our clients are not just partners—they are fellow travelers on a journey toward long-term value creation.

Present Focus, Future Vision — Wing Hing Works with You to Ensure Everlasting Wealth.

As part of the broader Wing Hing Group, our company offers a range of financial services including asset management in securities, funds, bonds, and family trusts. In addition, the Group provides referrals for real estate projects and exclusive club memberships.

We are looking for passionate career builders to join our team Whether you are a fresh graduate, an IANG visa holder, a professional under the Top Talent Pass Scheme, or someone seeking a transformative career path, this is the platform where your potential can truly shine.

What you'll be doing

Performing in-depth needs assessments to gain a clear understanding of clients' financial circumstances and insurance needs

Researching and evaluating the insurance market to pinpoint the most appropriate products and services for each client

Developing and presenting customized insurance proposals, clearly and persuasively outlining key features and advantages

Supporting clients throughout the application and onboarding process to ensure a seamless and hassle-free experience

Delivering continuous support and advice to clients, handling policy renewals and suggesting modifications when necessary

Keeping accurate and thorough records to maintain compliance with applicable regulations and company policies

Working closely with the broader sales team to exchange best practices and support business growth and success

What we look for?

Level 2 or above in five subjects in HKDSE, including Chinese or English, and Mathematics; Grade E or above in five subjects in HKCEE, including Chinese or English, and Mathematics.(University graduate or holder of professional insurance qualifications is preferred.)

Maintain good business relationship with channels, e.g agency, banassurance, broker etc.

Excellent interpersonal and communication skills to all levels.

Ability to work under pressure and multi-tasking in a dynamic and changing environment.

Good command of both written and spoken English and Chinese.

Familiar with Microsoft Word, Excel, and PowerPoint.

No prior experience in insurance? No problem We welcome motivated individuals eager to learn and grow in the financial services industry.

Join us and build a meaningful career while making a positive impact on clients' lives

Full-time

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Banking –Insurance Specialist 30-45K (Welcome Insurance agent)

$60000 - $120000 Y WallStone Partners & Company Limited

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Job Description

My client is a top leading banking with strong branch network in Hong Kong, Currently they are seeking talented Insurance Specialist to drive their business.

*Welcome insurance agent to applied

Job Purpose:

  • To maximize the competitive advantage of the Bank's Insurance business through conducting meeting with customers, recommends life insurance product to best suit their needs, towards achieving predictable business goals.

Responsibilities:

  • Collaborate with channels partners to generate appointments and provide professional insurance planning services by meeting potential customers
  • To analyze customers' personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs
  • Will work at centralised office and to meet with clients at Branch
  • To maximize business opportunities to achieve individual sales goal
  • To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • To assist in medical underwriting, case pending & follow up and administrations processes in an effectively and efficiently way in order to ensure efficient TAT

Requirements:

  • University Degree
  • 1 years or more related experience insurance sales
  • Strong knowledge of long term insurance products
  • Good communication and interpersonal skills
  • IIQE 1,2,3
  • With teamwork spirit
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Retail Banking –Insurance Specialist 32-45K (Welcome insurance agent)

$32000 - $45000 Y WallStone Partners & Company Limited

Posted today

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Job Description

My client is a top leading banking with strong branch network in Hong Kong, Currently they are seeking talented Insurance Specialist to drive their business.

*Welcome insurance agent to applied

Job Purpose:

  • To maximize the competitive advantage of the Bank's Insurance business through conducting meeting with customers, recommends life insurance product to best suit their needs, towards achieving predictable business goals.

Responsibilities:

  • Collaborate with channels partners to generate appointments and provide professional insurance planning services by meeting potential customers
  • To analyze customers' personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs
  • Will work at centralised office and to meet with clients at Branch
  • To maximize business opportunities to achieve individual sales goal
  • To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • To assist in medical underwriting, case pending & follow up and administrations processes in an effectively and efficiently way in order to ensure efficient TAT

Requirements:

  • University Degree
  • 1 years or more related experience insurance sales
  • Strong knowledge of long term insurance products
  • Good communication and interpersonal skills
  • IIQE ,1,2,3
  • With teamwork spirit

Interested parties, please click on below button "Apply Now". For a confidential discussion, please contact Andy Ho

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Retail Banking –Insurance Specialist 32-45K (Welcome insurance agent)

$32000 - $45000 Y WallStone Partners & Company Limited

Posted today

Job Viewed

Tap Again To Close

Job Description

My client is a top leading banking with strong branch network in Hong Kong, Currently they are seeking talented Insurance Specialist to drive their business.

*Welcome insurance agent to applied

Job Purpose:

  • To maximize the competitive advantage of the Bank's Insurance business through conducting meeting with customers, recommends life insurance product to best suit their needs, towards achieving predictable business goals.

Responsibilities:

  • Collaborate with channels partners to generate appointments and provide professional insurance planning services by meeting potential customers
  • To analyze customers' personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs
  • Will work at centralised office and to meet with clients at Branch
  • To maximize business opportunities to achieve individual sales goal
  • To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • To assist in medical underwriting, case pending & follow up and administrations processes in an effectively and efficiently way in order to ensure efficient TAT

Requirements:

  • University Degree
  • 1 years or more related experience insurance sales
  • Strong knowledge of long term insurance products
  • Good communication and interpersonal skills
  • IIQE ,1,2,3
  • With teamwork spirit

Interested parties, please click on below button "Apply Now". For a confidential discussion, please contact Andy Ho

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