Insurance Proposals

A leading insurance consultancy in Hong Kong is seeking a motivated candidate for on-the-job training to assist in servicing corporate accounts. The role involves preparing quotations, assisting with client proposals, and conducting product comparisons and claims analysis. Fresh university graduates or candidates with up to two years of experience are...

A well-established insurance brokerage is looking for a Case Manager in Hong Kong. The successful candidate will drive business acceleration by managing insurance proposals and providing quality customer service. A minimum of 3 years in the insurance industry is required along with a strong knowledge of underwriting processes. Familiarity with Microsoft...

Conduct in-depth comparison of life insurance, savings plans, ILAS, investment-linked and protection products across major insurers. Analyse product structures, return projections, cost components, risk features, and suitability for target client groups. Maintain and update the company’s internal Product Knowledge Base and competitive intelligence. Client...

A leading financial services provider in Hong Kong is looking for motivated insurance professionals. The role involves preparing proposals, completing insurance applications, and providing after-sales services. Candidates should possess valid IIQE qualifications and extensive knowledge of insurance products. This position offers a competitive compensation...

Senior Account Manager, Employee Benefits Report to Assistant Account Director, Employee Benefits Provide high quality broking services to existing and potential corporate clients Achieve business growth by penetration from current portfolio and new prospects Liaise with insurers and service providers to ensure smooth renewal process Service delivery to...

A global insurance broker is seeking a Business Development Executive to support sales initiatives. Responsibilities include conducting AML checks, preparing proposals, and collaborating with teams to enhance client onboarding. Candidates should possess a Bachelor's degree and excel in communication and negotiation. This role offers competitive remuneration...

Responsibilities Maintain close cooperation with insurance companies and sales teams to ensure smooth processes and effective communication. Select the insurance company and prepare proposal according to clients’ needs. Complete and follow through the whole insurance application process for clients, including any outstanding/pending issues until the policy...

Prepare proposals to meet clients' financial needs without sales pressure. Complete and follow through the entire insurance application process for clients, including resolving outstanding or pending issues until policies are fully in force. Follow up client requests and provide quality after-sales services. Maintain accurate and organized records in...

Senior Account Manager, Employee Benefits (5 days work) Report to Assistant Account Director, Employee Benefits Provide high quality broking services to existing and potential corporate clients Achieve business growth by penetration from current portfolio and new prospects Liaise with insurers and service providers to ensure smooth renewal process Service...

Support Digital Strategy and User Journey Leading Insurance Group, Expanding Business About Our Client The employer is a large organization within the insurance industry, known for its strong presence and commitment to providing innovative solutions. The company values data-driven decision-making and supports professional growth for its team members. Job...