Insurance Product Specialist (Multiple Openings!)

Bowtie Life Insurance Company; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Benefits offered by this job

Flexible working hours

Competitive package

Medical and dental coverage

Wellness programs

Learning sponsorship

Job summary

Bowtie Life Insurance Company in Hong Kong is seeking a relationship manager to understand clients' insurance needs and recommend the best solutions without sales pressure. You will engage with clients across channels and support business projects while upholding fair treatment and transparent guidance.

Candidates with 1-3+ years in insurance, knowledge of individual products, and IIQE Paper 1 and 3 will be favored. Strong English and Chinese communication skills are required.

Qualifications

• 1-3+ years of work experience in the insurance sector is mandatory.
• Proficient knowledge of individual insurance products and a solid understanding of insurance company operations.
• Completion of IIQE Paper 1 and 3 is required.

Responsibilities

• Proactively analyze and assess clients' insurance needs, offering impartial professional advice, particularly for VHIS switching and multi-policy holders.
• Handle referral leads from marketing channels and service teams with timely follow-up via phone, WhatsApp, and in-person or virtual meetings.
• Participate in offline marketing events to foster relationships with current customers.
• Gather customer feedback and share insights with the proposition team to improve product-market fit.
• Provide support for ad-hoc business projects as needed.

Education

IIQE Paper 1 and 3

Job description

Why you should join?

At Bowtie, we are on a mission to "make insurance good again" and build a top-of-mind health insurance company.

We strive to revolutionize the industry through modern technology while maintaining a strong human connection with our customers. Unlike the traditional insurers' model, as a relationship manager, your focus will be on understanding our customers' needs and providing recommendations for their insurance planning, without the pressure of sales quotas or incentives that could shape your judgment and advice.

If you are driven by a sense of purpose and eager to be part of a team that is reshaping the industry, Bowtie is the perfect place for you.

About the Role

You will apply your professional knowledge and expertise to meet individual customers’ medical insurance needs and assist customers to find the best insurance solutions.

YourKey Responsibilities Include:

• Proactively analyze and assess clients' insurance needs, offering impartial professional advice, particularly in complex cases such as VHIS switching and multi-policy holders.

• Effectively handle referral leads received from various marketing channels and the customer service team, ensuring timely and professional follow-up through diverse communication channels such as phone calls, WhatsApp, and in-person or virtual meetings.

• Participate in offline marketing events periodically to foster relationships with current customers.

• Continuously gather feedback from customers and provide valuable insights to the customer proposition team to enhance product-market alignment.

• Provide support for ad-hoc business projects as required.

Candidates with more experience can be considered for the Senior Officer role

You are expected to consistently uphold Bowtie’s commitment to fair treatment of clients, ensuring that all client interactions, solutions, and recommendations are appropriate, transparent, and aligned to clients’ needs and best interests.

About you

• 1-3+ years of work experience in the insurance sector or insurance agency/brokerage is mandatory. Candidates without prior insurance experience will not be considered.

• Proficient knowledge of individual insurance products and a solid understanding of insurance company operations.

• Possession of a professional qualification in financial planning is advantageous.

• Required to have completed IIQE Paper 1 and 3.

• Excellent written and verbal communication skills in both English and Chinese.

• Energetic personality with a strong ability to collaborate effectively within a team.

We Offer

Apart from a great career path and an opportunity to do good and do well, we also offer:

• Competitive package

• Flexible working hours

• Benefits include medical/ dental coverage and wellness programs

• Fun, co-operative, and flexible startup culture

• Weekly sharing sessions and regular social gatherings

• Excellent learning opportunities with Professional Development Sponsorship

About Bowtie

We are the first licensed virtual insurer (虛擬保險公司) in Hong Kong.

We believe that insurance is fundamentally good, and we are here to bring the good back through our passionate, innovative, and customer-centric team.

By combining our deep domain expertise and our own proprietary modern technology, we are building one of the most iconic, category-defining health insurance companies in Asia.

We take pride in moving fast all the time and our track record in moving ahead in the game. Our digital insurance platformis also ranked #2 in the world inSia Partners' 2023 report.

As we grow, we're always looking for highly dynamic, hands-on, and passionate talent to join our team. If you are looking for a rewarding career where you will grow together with strong talents from different backgrounds and build products and services that bring a positive impact on the lives of millions of people in Hong Kong / Asia,

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

The company will retain all applications no longer than 24 months of which will be destroyed thereafter.

We are an equal-opportunity employer. We do not discriminate on the basis of race, sex, disability, or family status in the employment process.