Assistant Manager, Client Services (Insurance Consultant)

e-Job Agency Limited; Hong Kong; On-site; HKD 355,000 - 426,000; Full time

Benefits offered by this job

Annual leave 20 days

Job summary

e-Job Agency Limited is hiring an Assistant Manager, Client Services (Insurance Consultant) in Hong Kong. The role focuses on delivering high-touch Employee Benefits and General Insurance services to corporate accounts, guided by Directors and an administrative lead.

You will manage client inquiries, renewals, and insurer coordination to ensure seamless service. The ideal candidate has 3+ years of experience in Employee Benefits or General Insurance, with IIQE (Papers 1-4) or equivalent

Qualifications

• 3+ years of proven experience in Employee Benefits or General Insurance, ideally within a brokerage or insurance carrier.
• Deep knowledge of the Hong Kong insurance landscape and IIQE (Papers 1-4) or equivalent designations.
• Fluency in English and Cantonese; Japanese or Mandarin is an advantage.
• Calm, team-oriented mindset with strong attention to detail and relationship-building.

Responsibilities

• Act as the primary point of contact for insurance policies and manage daily inquiries regarding benefits, coverage, claims procedures, payments, and enrollments.
• Guide clients through the documentation and submission process for claims, following up with insurers and escalating complex disputes.
• Facilitate end-to-end renewal processes, data management, and member updates.
• Liaise with insurers to resolve discrepancies and coordinate value-added services.
• Maintain meticulous client records and logs to ensure regulatory compliance and efficiency.
• Assist Account Managers with client presentations, benefit comparisons, and renewal analysis.
• Foster long-term trust through professional service and identify coverage gaps to aid retention.

Skills

Client service

Communication

Attention to detail

Education

IIQE (Papers 1-4)

ANZIIF/LOMA

Job description

Job Openings Assistant Manager, Client Services (Insurance Consultant)

About the job Assistant Manager, Client Services (Insurance Consultant)

Position: Assistant Manager , Client Service (Employee Benefits & GI)

About this role:

Our client is a boutique, newly established insurance brokerage in Hong Kong, specializing in high-touch Employee Benefits and General Insurance solutions. They pride themselves on managing a premium portfolio of corporate accounts and multinational corporations (MNCs).

They are seeking a composed and collaborative professional to join their close-knit team. This role is designed for a service-oriented expert who thrives on client retention and operational excellence. Working alongside the company Directors and the administrative lead, you will ensure a seamless, high-quality experience for a diverse corporate client base.

Position: Client Service Assistant Manager / Manager (Insurance Consultant)Location: Central and Sheung Wan districts

Job Responsibilities

• Client Support & Inquiries: Act as the primary point of contact for insurance policies; manage daily inquiries regarding benefits, coverage, claims procedures, payments, and enrollments.
• Claims Management: Guide clients through the documentation and submission process, following up with insurers on status and escalating complex disputes to account managers when necessary.
• Policy Administration: Facilitate the end-to-end renewal process, including document collection, census data management, and processing member updates (additions/terminations).
• Insurer & Vendor Coordination: Liaise with insurance providers to resolve discrepancies, clarify benefits, and coordinate value-added services like wellness programs or medical cards.
• Documentation & Compliance: Maintain meticulous client records, policy files, and communication logs to ensure full regulatory compliance and operational efficiency.
• Strategic Support: Assist Account Managers with client presentations, benefit comparisons, and renewal analysis, handling routine tasks to allow for high-level strategic consulting.
• Customer Experience: Foster long‑term trust through professional service, identifying coverage gaps (cross-selling), and gathering feedback to ensure maximum client retention.

Requirements

• Experience: At least 3 years of proven experience in Employee Benefits or General Insurance, ideally within a brokerage or insurance carrier environment.
• Qualifications: Deep knowledge of the Hong Kong insurance landscape. Must hold valid IIQE (Papers 1, 2, 3, & 4) or equivalent professional designations (ANZIIF/LOMA).
• Communication: Exceptional interpersonal skills with fluency in English and Cantonese. Proficiency in Japanese or Mandarin is considered a significant advantage.
• Attributes: A calm, team-oriented mindset with a strong focus on detail and relationship building.
• Salary: Competitive monthly base salary up to 35K/M.
• Bonus: Performance-based annual bonus.
• Time Off: Generous Annual Leave starting from 20 days.
• Growth: Structured training and professional development programs.