Customer Service Officer (Insurance Centre Support) 23~26k

Client Background

Our client is a leading and rapidly growing insurer in Hong Kong, with strong business expansion and a continuously increasing customer base. The company is committed to delivering innovative insurance solutions and enhancing customer experience through high-quality service and operational excellence. To support its ongoing growth, they are looking for a Customer Service Officer to join their Insurance Solutions Centre team.

Employment Package

• Tenure: 1-year renewable contract (with potential for permanent conversion)

• Benefits:  Gratuity bonus + medical insurance coverage + annual leave entitlement

• Working Hours: Monday to Friday / Saturday, 9:00am – 6:00pm (Alternate Saturdays off)

• Working Locations: Quarry Bay & Tsim Sha Tsui

• Development: Structured training programs and clear career progression pathways

Role Summary

You will serve as the primary frontline representative at our Insurance Solutions Centres, delivering high-quality service to both walk-in clients and distribution channels. This role offers direct exposure to the end-to-end insurance lifecycle—from policy application and underwriting support to premium collection and post-sales servicing. You will act as a key bridge between the company, its agents, and its customers.

Key Responsibilities

• Frontline Service: Provide professional customer service and cashiering support at the service centres, including accurate premium collection and transaction processing

• Agent Support: Assist agents and distribution channels with administrative and processing tasks related to policy sales, applications, and servicing activities

• Policy Servicing: Handle customer enquiries, policy servicing requests, and related transactions efficiently and accurately

• New Business Processing: Support preliminary document checks and application handling to ensure smooth policy issuance

• Administrative Support: Prepare correspondence, retrieve policy documents, and assist with basic account and quotation support

• Issue Resolution: Manage customer feedback and complaints professionally, ensuring timely and satisfactory resolution

• Compliance: Ensure all activities adhere to internal guidelines and Hong Kong regulatory requirements at all times

Qualifications

• Education: Bachelor's degree holder or above

• Experience: 1–5 years in customer service, banking, insurance, or financial services. Candidates with experience in premium retail or hospitality will also be considered

• Licensing: Must hold valid IIQE Papers 1, 3 & 5. Paper 5 may be obtained during the probation period.

• Language: Fluent in Cantonese, English, and Mandarin (written and spoken)

Skills & Attributes:

• Strong customer-centric mindset with excellent communication and interpersonal skills

• Solid understanding of—or strong willingness to learn—insurance products and operational workflows

• Proactive, detail-oriented, and capable of managing multiple priorities in a fast-paced environment

• Comfortable supporting sales channels and handling operational servicing tasks

• Positive attitude, adaptable, and a collaborative team player