Senior Advisor (Employee Benefits)

IPS Group (Asia) Limited; Hong Kong Island; On-site; HKD 520,000 - 900,000; Full time

Job summary

IPS Group (Asia) Limited in Hong Kong seeks a Senior Advisor (Employee Benefits) to manage and grow client relationships by delivering high-quality benefits solutions, oversee claim analysis, benchmarking, quotations, negotiations, and reporting from a brokerage perspective.

You will work with insurers and internal teams to design tailored employee benefits programs, stay updated on HK market developments, and ensure excellent service.

Qualifications

• Bachelor’s degree in Business, Finance, Insurance, or a related discipline.
• At least 5 years of experience in employee benefits, insurance brokerage, or a related field.
• Strong analytical skills, with experience in claim analysis, benchmarking, and cost management.
• Demonstrated negotiation skills and the ability to build effective relationships with clients and insurers.
• Excellent communication and customer service skills, with fluency in English and Cantonese.
• Proficiency in MS Office and insurance-related systems/software.
• Solid knowledge of Hong Kong’s insurance market and regulations, particularly in employee benefits.
• Professional qualifications (e.g., IIQE or equivalent) are an advantage.

Responsibilities

• Manage assigned client portfolios, with a focus on employee benefits programs including Group Medical and Flex offerings.
• Conduct claim analysis to identify trends, provide insights, and recommend improvements to clients.
• Perform benchmarking to ensure employee benefits solutions remain competitive, cost-effective, and aligned with client needs.
• Prepare and manage cost analyses and client quotations, ensuring accuracy and responsiveness.
• Negotiate terms and conditions with insurers to secure favorable coverage and pricing.
• Produce detailed reports covering claims, costs, and overall program performance for clients and internal stakeholders.
• Build and maintain strong relationships with clients, insurers, and key stakeholders to deliver excellent service.
• Work closely with internal teams to design tailored employee benefits solutions.
• Keep abreast of Hong Kong insurance market developments and relevant regulatory requirements.

Skills

Client relationships

Employee benefits

Analytical skills

Communication skills

English & Cantonese

Education

Bachelor’s degree in Business/Finance/Insurance

Tools

MS Office

Insurance systems

Job description

As a Senior Advisor (Employee Benefits), you will manage and grow client relationships by delivering high-quality employee benefits solutions. You will oversee claim analysis, benchmarking, quotations, negotiations, and reporting, while providing exceptional client service from a brokerage perspective. The role also offers clear career progression with competitive remuneration package.

Job Responsibilities:

Manage assigned client portfolios, with a focus on employee benefits programs including Group Medical and Flex offerings.

Conduct claim analysis to identify trends, provide insights, and recommend improvements to clients.

Perform benchmarking to ensure employee benefits solutions remain competitive, cost-effective, and aligned with client needs.

Prepare and manage cost analyses and client quotations, ensuring accuracy and responsiveness.

Negotiate terms and conditions with insurers to secure favorable coverage and pricing.

Produce detailed reports covering claims, costs, and overall program performance for clients and internal stakeholders.

Build and maintain strong relationships with clients, insurers, and key stakeholders to deliver excellent service.

Work closely with internal teams to design tailored employee benefits solutions.

Keep abreast of Hong Kong insurance market developments and relevant regulatory requirements.

Requirements

Bachelor’s degree in Business, Finance, Insurance, or a related discipline.

At least 5 years of experience in employee benefits, insurance brokerage, or a related field.

Strong analytical skills, with experience in claim analysis, benchmarking, and cost management.

Demonstrated negotiation skills and the ability to build effective relationships with clients and insurers.

Excellent communication and customer service skills, with fluency in English and Cantonese.

Proficiency in MS Office and insurance-related systems/software.

Solid knowledge of Hong Kong’s insurance market and regulations, particularly in employee benefits.

Professional qualifications (e.g., IIQE or equivalent) are an advantage.