Officer, Insurance Product Hotline

Bowtie Life Insurance Company; Hong Kong; Sur place; HKD 201 000 - 312 000; Plein temps

Avantages offerts par ce poste

Competitive package

Flexible working hours

Medical/dental coverage

Wellness programs

Professional Development Sponsorship

Social gatherings

Résumé du poste

A virtual insurance provider in Hong Kong is seeking a relationship manager to understand clients’ insurance needs and offer tailored solutions. The role requires 1-3 years of experience in the insurance sector and proficiency in English and Chinese. Candidates will enjoy a flexible working environment, along with a competitive salary and benefits including health coverage and wellness programs. Join a passionate team that values collaboration and professional growth.

Qualifications

• 1-3+ years of work experience in the insurance sector or insurance agency/brokerage is mandatory.
• Proficient knowledge of individual insurance products.
• Solid understanding of insurance company operations.
• Required to have completed IIQE Paper 1 and 3.
• Excellent written and verbal communication skills in English and Chinese.

Responsabilités

• Proactively analyze and assess clients' insurance needs.
• Effectively handle referral leads from various marketing channels.
• Participate in offline marketing events to foster relationships.
• Continuously gather feedback from customers and provide insights to the customer proposition team to enhance product-market fit.
• Provide support for ad-hoc business projects as required.

Connaissances

Insurance industry experience

Communication skills in English and Chinese

Analytical skills

Team collaboration

English & Chinese

Formation

Professional qualification in financial planning

Completed IIQE Paper 1 and 3

Financial planning qualification (advantageous)

Description du poste

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.

Your Key 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

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, apply to our opening today!

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.