Insurance Project Management Specialist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

Company Overview: We are a leading financial services conglomerate based in Hong Kong, committed to delivering innovative solutions for our clients.

About the Role: As an Insurance Project Management Specialist at Classy Wheeler Limited, you will be responsible for managing projects related to wealth management business. Your primary focus will be on solutions for relationship manager/insurance agent/IFA/consultant platform, client portal, and operations team solution.

Key Responsibilities:

  • Gather user requirements and translate them into functional specification documents for development, including UI/UX design.
  • Monitor project progress, coordinate with cross-functional departments, and ensure timely project delivery.
  • Lead continuous improvement and process reengineering efforts, applying critical-thinking skills to discover alternative solutions.
  • Work independently to introduce a new CRM solution for the wealth management business.
  • Prepare training materials and provide training to users.
  • Design and document SOPs.
  • Evaluate ongoing operations and adapt to new user requirements.

Requirements: To succeed in this role, you will need:

  • A bachelor's degree in finance, business administration, engineering, e-commerce, or a related field.
  • At least 3 years of experience in insurance project management or business analysis.
  • Strong analytical and problem-solving skills, with attention to detail.
  • The ability to work independently, self-motivated, and multitasking.
  • Experience with UAT and launching new web and mobile applications.
  • Familiarity with insurance operations and CRM use cases.
  • Excellent communication skills, with a good command of spoken and written English and Chinese.

What We Offer: As an Insurance Project Management Specialist at Classy Wheeler Limited, you can expect a competitive salary range of HK$60,000 - HK$100,000 per annum, depending on your experience and qualifications.



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