Insurance Product Specialist

Bowtie Life Insurance Company

Insurance Product Specialist providing impartial advice on medical insurance needs at Bowtie, a leading virtual insurer in Hong Kong.

Posted 7/14/2026full-timeHong Kong • 🇭🇰 Hong KongJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in analyzing clients' insurance needs and providing tailored advice, with a strong foundation in individual insurance products and company operations. Proficient in communication and collaboration, ensuring effective follow-up and relationship management across various channels.

Highest-signal resume keywords

Insurance Sector ExperienceIndividual Insurance Products KnowledgeIIQE Paper 1 and 3 CompletionFinancial Planning QualificationBilingual Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Needs AnalysisInsurance Product KnowledgeCustomer Feedback GatheringReferral Lead ManagementAd-Hoc Project Support

Soft Skills

Effective CollaborationStrong CommunicationEnergetic Personality

Tools & Technologies

WhatsAppVirtual Meeting Platforms

Certifications & Qualifications

IIQE Paper 1IIQE Paper 3Financial Planning Qualification

Industry Keywords

Insurance AgencyInsurance BrokerageVHIS SwitchingMulti-Policy HoldersProduct-Market Alignment

Tech Stack

Tools & technologies

Switching

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

1-3+ years of work experience in the insurance sector or insurance agency/brokerage is mandatory.
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.

Benefits

Comp & perks

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