Assistant Manager, Client Services (Insurance Consultant)

Position: Assistant Manager , Client Service (Employee Benefits & GI)



About this role:

Our client is a boutique, newly established insurance brokerage in Hong Kong, specializing in high-touch Employee Benefits and General Insurance solutions. They pride themselves on managing a premium portfolio of corporate accounts and multinational corporations (MNCs).

They are seeking a composed and collaborative professional to join their close-knit team. This role is designed for a service-oriented expert who thrives on client retention and operational excellence. Working alongside the company Directors and the administrative lead, you will ensure a seamless, high-quality experience for a diverse corporate client base.

Position: Client Service Assistant Manager / Manager (Insurance Consultant) Location: Central and Sheung Wan districts

Job Responsibilities

• Client Support & Inquiries: Act as the primary point of contact for insurance policies; manage daily inquiries regarding benefits, coverage, claims procedures, payments, and enrollments.
• Claims Management: Guide clients through the documentation and submission process, following up with insurers on status and escalating complex disputes to account managers when necessary.
• Policy Administration: Facilitate the end-to-end renewal process, including document collection, census data management, and processing member updates (additions/terminations).
• Insurer & Vendor Coordination: Liaise with insurance providers to resolve discrepancies, clarify benefits, and coordinate value-added services like wellness programs or medical cards.
• Documentation & Compliance: Maintain meticulous client records, policy files, and communication logs to ensure full regulatory compliance and operational efficiency.
• Strategic Support: Assist Account Managers with client presentations, benefit comparisons, and renewal analysis, handling routine tasks to allow for high-level strategic consulting.
• Customer Experience: Foster long-term trust through professional service, identifying coverage gaps (cross-selling), and gathering feedback to ensure maximum client retention.

Requirements

• Experience: At least 3 years of proven experience in Employee Benefits or General Insurance, ideally within a brokerage or insurance carrier environment.
• Qualifications: Deep knowledge of the Hong Kong insurance landscape. Must hold valid IIQE (Papers 1, 2, 3, & 4) or equivalent professional designations (ANZIIF/LOMA).
• Education: Bachelors degree holder.
• Communication: Exceptional interpersonal skills with fluency in English and Cantonese. Proficiency in Japanese or Mandarin is considered a significant advantage.
• Attributes: A calm, team-oriented mindset with a strong focus on detail and relationship building.

Benefits

• Salary: Competitive monthly base salary up to 35K/M.
• Bonus: Performance-based annual bonus.
• Time Off: Generous Annual Leave starting from 20 days.
• Wellness: Comprehensive Group Medical coverage.
• Growth: Structured training and professional development programs.