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Customer Service Executive, Insurance Broker (Non-sales)

  • Hong Kong

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Join Doo Group – Explore α Better Future

Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together!

Looking for a New Challenge? Join Us as We Expand Globally!

As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.

DOO you have what it takes?

What you’ll be working on:

Customer Relationship Management

  • Address potential customer needs and facilitate business transactions through online and offline channels.
  • Conduct regular follow-ups on customer requirements, maintain long-term relationships, and promote value-added services such as repeat purchases, additional coverage, or referrals.

Product Explanation and Consultation

  • Proficient in Hong Kong insurance products (e.g., critical illness insurance, savings and dividend insurance, universal life insurance, etc.), providing personalized solutions based on customer needs.
  • Able to compare the advantages of Hong Kong insurance products and address customer inquiries.

MCV Application Process Management

  • Assist customers in preparing insurance application documents, ensuring the application complies with Hong Kong regulatory requirements.

Cross-departmental Collaboration

  • Liaise with underwriting, claims, and customer service teams to assist with policy application, renewal, claims, and other related matters.

Compliance and Risk Control

  • Ensure sales activities comply with the regulations of the Hong Kong Insurance Authority, avoiding misleading sales or non-compliant promises.
  • Understand with anti-money laundering policies, verifying the source of customer funds.

Market Research

  • Gather insights on different customer preferences and competitor product trends, providing feedback to the company to optimize sales strategies.

Job Requirements:

  • Must have passed IIQE Paper 1 & 3 or relevant qualifications.
  • Understand with Hong Kong insurance regulations and anti-money laundering policies.
  • Fluent in Mandarin, Cantonese and English.
  • Customer service experience is required.
  • Prior experience in the insurance business is preferred.
  • Strong cross-cultural communication skills with customers from both regions, understanding consumer psychology.
  • Resilient under pressure, adaptable to frequent travel and non-working hours customer inquiries.
  • Strong compliance awareness and high personal integrity.

What we offer:

  • Rewarding career development with regional exposure
  • Double pay
  • Performance bonus
  • Medical insurance
  • Five-day work week
  • Daily snacks
  • Friendly and open work environment with a young, energetic team

Life as DOOers

At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you’ll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.

Unlock your potential with Doo Group. APPLY NOW and step into a role where your impact is celebrated!

Interested in joining our team and explore your talents in different parts of the world? Worry not, a work visa will be provided by Doo Group too, if applicable.

Please send in your resume, and personal as well as professional certificates, along with your job application to our HR mailbox: [email protected]

We will contact you soon if the requirements are met.