Introducing Your New Opportunity

An emerging insurance firm is currently seeking to grow their Financial Advisory Channel in 2025, they are now inviting experienced Agency Distribution professionals to join their team to lead Agency Recruitment initiatives in Hong Kong

Your New Role

• Develop and implement agency recruitment strategies, with a focus on MCV agents.
• Provide market intelligence to enhance agency leaders’ understanding and capabilities in recruitment.
• Design and manage agency recruitment contests, along with onboarding support, to drive results.
• Create various reports to analyze the current recruitment landscape of agencies.
• Execute and promote recruitment campaigns in partnership with key stakeholders.
• Assist in the execution of agency recruitment initiatives and support additional departmental projects and events.

Your Background

• Bachelor’s degree or equivalent qualification & IIQE Qualifications
• At least 8+ years of relevant experience in agency recruitment or development.
• Proficient in Putonghua, Cantonese, and English for effective communication.
• Strong skills in stakeholder management and relationship building.

What You'll Receive in Return

This opportunity allows you to contribute to the growth and success within an insurance company’s distribution network. You will be part of a dynamic work environment that promotes professional development and collaboration.

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If you meet the qualifications mentioned above or are interested in similar opportunities, please don't hesitate to contact us.

Introducing Your New Opportunity

My client is seeking for a Senior Underwriting Manager in a leading insurance company. This role is vital in supervising the underwriting team and enhancing operational efficiency while ensuring exceptional customer experiences. You will play a key part in driving strategic initiatives and improving underwriting processes.

Your New Role

• Experienced underwriter specialized within Life & Health Insurance business
• Supervise and lead the underwriting team to achieve KPIs and enhance operational efficiency and HNW Life cases
• Drive strategic projects, including Company Campaigns, Digital Initiatives, and compliance requirements.
• Review and analyze new insurance applications for risk exposure and compliance with guidelines.
• Conduct training for internal/external customers and mentor team members in underwriting practices.

Your Background

• Degree holder with professional insurance qualifications (FLMI, ACS, ALU, or equivalent) and a minimum of 10 years of underwriting experience
• Demonstrated track record within HNW Underwriting Cases for high-net-worth clients and identify EM Risks
• Strong problem-solving skills and ability to analyze data to support sound decision-making.
• Excellent interpersonal and communication skills, with a commitment to compliance and ethics.
• Proficient in Chinese, English, and Mandarin

What You'll Receive in Return

This position offers an exciting opportunity to influence the underwriting processes and enhance your professional skills. Your expertise in underwriting and operational efficiency will be key to your success in this role.

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If you are interested in this opportunity or similar roles, we encourage you to reach out to us for further discussions.

Introducing Your New Opportunity

Join my client as a Manager level professional in a growing FinTech business. This role is essential in driving innovative financial solutions and building robust partnerships within the fintech landscape. You will play a key role in advancing our investment offerings and enhancing client relationships.

Your New Role

• Spearhead the development growth of fintech platform across APAC.
• Identify and cultivate new financing opportunities, facilitating the launch and execution of various financial initiatives while nurturing connections with capital providers, particularly within family offices.
• Engage regularly with prospective clients to deliver tailored product insights and services, ensuring their financial needs are effectively addressed.
• Streamline operational processes and transaction frameworks to safeguard the interests of the firm and its partners, promoting greater collaboration and cost efficiency.

Your Background

• A bachelor’s degree or higher in finance, economics, or a related discipline.
• Minimum of 5 years of professional experience in banking, investment, fintech, with a solid understanding of the current financial landscape.
• Proven ability to develop channels and manage projects independently, with existing connections in family offices and fintech networks.
• Strong interpersonal skills, capacity to thrive under pressure, proactive approach, and willingness to travel as needed.
• Fluent in Cantonese, English, and Mandarin for effective communication.

What You'll Receive in Return

This position offers an exciting opportunity to influence the future of our investment strategies and expand your professional network. A deep understanding of family office dynamics and fintech innovations will greatly enhance your success in this role.

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If you are interested in this opportunity or similar roles, we encourage you to reach out to us for further discussions.

Introducing Your New Opportunity

As a vital contributor in the insurance industry, my client is seeking a dedicated Facultative Operations Executive to oversee underwriting efforts in designated markets.

Your New Role

• Responsible for facultative underwriting within specified markets, ensuring case and risk assessment across various product lines; Property, Casualty, SME Package and other Commercial Insurance products
• Maintain strong business relationships with corporate clients, cedants, and producers.
• Provide operational support to management team and headquarters.
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Your Background

• Degree holder or equivalent, with 3+ years experience within General Insurance operations/administration
• Experience Underwriting experience in special line
• Excellent proficiency in both written and spoken Chinese and English.

What You'll Receive in Return

This position offers a unique chance to impact the growth and success of an insurance company’s underwriting capabilities. You will thrive in a dynamic environment that fosters professional development and teamwork.

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If you meet the qualifications mentioned above or are interested in similar opportunities, please don't hesitate to contact us.

Introducing Your New Opportunity

As a leading insurance broker, we are seeking a visionary Manager of Business Development to drive our General Insurance initiatives across all lines, including Property, Casualty, Employee Benefits, and more. This pivotal role is essential for attracting new customers, building strong client relationships, and enhancing retention strategies.

Your New Role

• Formulate and execute a forward-thinking strategic plan to attract new customers and enhance client relationships across all lines of General Insurance.
• Conduct in-depth analysis of market trends, consumer needs, and competitive dynamics to identify new growth opportunities and drive business expansion.
• Lead marketing initiatives to attract new clients and retain existing ones, developing comprehensive go-to-market strategies that effectively communicate key value propositions and drive customer engagement.
• Drive cross-selling and up-selling activities within current client base
• Account management and support on client requests

Your Background

• 5+ years within insurance broking, with a proven track record in business development, particularly focusing on General Insurance lines; Property, Casualty, SME Package and Employee Benefits.
• Significant experience in business development, customer acquisition and account management.
• Market Acumen: Familiarity with the Hong Kong insurance market and clientele 
• Multilingual Proficiency: Exceptional communication skills in English, Cantonese, and Mandarin are essential for effective stakeholder engagement.

What You'll Receive in Return

This is an exciting opportunity to shape the future of their business and contribute to its growth and success. You will have the chance to work in a dynamic and innovative environment, with the support and resources to achieve your goals.

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If you possess the required qualifications and are interested in this exciting opportunity, please don't hesitate to reach out to THE UPSIDE GROUP.

Introducing Your New Opportunity

As a premier provider of comprehensive insurance solutions, we are seeking a visionary Head of Business Development to lead their Insurance Partnerships across P&C and Personal Lines. This senior-level role is crucial in shaping their strategic vision, cultivating high-impact relationships, and driving the development of innovative insurance offerings for customers throughout the Greater Bay Area (GBA) and Hong Kong.

Your New Role

• Strategic Leadership: Formulate and execute a forward-thinking strategic plan to enhance insurance partnerships and expand commercial and personal lines products.
• Market Intelligence: Conduct in-depth analysis of market trends, consumer needs, and competitive dynamics to uncover new growth opportunities and drive business expansion.
• Cross-Functional Collaboration: Partner with stakeholders across operations, product development, marketing, and executive management to ensure the seamless delivery of integrated insurance solutions.
• Product Management: Oversee the development and enhancement of insurance products, ensuring they meet market demands and align with customer needs. Collaborate with product teams to innovate and refine offerings.
• Marketing Strategy: Lead the marketing initiatives for insurance products, developing comprehensive go-to-market strategies that effectively communicate key value propositions and drive customer engagement.
• Relationship Management: Establish and nurture robust relationships with key brokers, industry partners, and stakeholders to enhance collaboration and drive mutual growth.
• Market Expansion: Spearhead initiatives to broaden their market reach and deepen partnerships within the GBA and Hong Kong, positioning product offerings as industry-leading.
• Project Oversight: Leverage your project management expertise to lead business development initiatives and strategic partnerships effectively.

Your Background

• Extensive Industry Experience: A robust background in the insurance sector, with a proven track record in business development, particularly in partnerships focusing on commercial and personal lines.
• B2B2C Expertise: Significant experience in developing and executing business strategy framework.
• Market Acumen: Familiarity with the GBA and Hong Kong markets is highly desirable, along with a keen understanding of regional dynamics.
• Multilingual Proficiency: Exceptional communication skills in English, Cantonese, and Mandarin are essential for effective stakeholder engagement.
• Educational Credentials: A bachelor’s degree in a relevant field; an advanced degree is preferred.

What You'll Receive in Return

This is an exciting opportunity to shape the future of their business and contribute to its growth and success. You will have the chance to work in a dynamic and innovative environment, with the support and resources to achieve your goals.

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Note that this is a confidential position, and not all details can be immediately shared. If you meet the qualifications mentioned above or are interested in similar opportunities, please don't hesitate to contact us.

Introducing Your New Company

As a leading health and general insurance service provider in Asia, this organization is renowned for its innovative and customer-focused offerings. With a strong emphasis on growth and operational excellence across the Asia Pacific region, they are currently seeking a talented Product Marketing Manager to join their dynamic team.

Your New Role

In this pivotal position, you will play a crucial role in shaping the future of health services and general insurance service operations.

• Conducting in-depth market research and analysis to identify evolving customer needs and industry trends
• Developing and executing innovative product marketing strategies that align with market demands
• Collaborating with product development teams to create compelling product propositions and messaging
• Designing and implementing go-to-market plans for new service offerings
• Crafting marketing materials and campaigns that effectively communicate product benefits
• Monitoring product performance and market response to implement data-driven improvements

Your Background

• Minimum of 5 years of experience in product management & marketing, with a focus on the Hong Kong, China and APAC
• Up-to-date market knowledge of the health services and insurance landscape
• Proven track record of designing and implementing successful operational strategies
• Exceptional analytical and problem-solving skills
• Strong project management capabilities
• Fluency in English, Cantonese, and Mandarin

What You'll Receive in Return

This is an exceptional opportunity to contribute to the growth and innovation of a leading health services and insurance group in Asia. You will be rewarded with a competitive compensation package, opportunities for career progression, and the chance to work alongside industry experts.

Start Your Search Now

If you possess the required qualifications and are interested in this exciting opportunity, please don't hesitate to reach out to THE UPSIDE GROUP.

Introducing Your New Opportunity

As a key player in the insurance sector, my client is searching for a motivated Distribution Operations Specialist to provide distribution support and operational administration for the sales channel

Your New Role

• Sales Support, be the main contact point between the business development team, operations staff and business partners
• Case Management, processing insurance applications accurately and swiftly to ensure smooth onboarding of customers
• Work closely with sales & marketing team to on product brochures, promotional events, educational seminars and data management
• Assist in overseeing commission payouts, compliance and general sales support upon onboarding new business partners

Your Background

• 5+ years of work experience, ideally within Financial Services, Insurance or Asset Management
• Experienced within operations, case management or sales support
• Post Secondary studies or completion of IIQE Papers
• Proficient in written and spoken English, Cantonese, and Mandarin

What You'll Receive in Return

This opportunity allows you to contribute to the growth and success within an insurance company’s distribution network. You will be part of a dynamic work environment that promotes professional development and collaboration.

Start Your Search Now

If you meet the qualifications mentioned above or are interested in similar opportunities, please don't hesitate to contact us.

Introducing Your New Company

As one of the leading commercial insurance companies, this organization is renowned for its innovative and customer-centric product offerings. With a strong emphasis on growth and operational excellence across the Asia Pacific region, they are currently seeking a talented Director of Operations to join their dynamic team.

Your New Role

Overseeing the Customer Operations, you will play a pivotal role in enhancing operational processes, managing the call center, claims, policy and overseeing project management to ensure exceptional customer experiences across all service channels.

Call Center, Claims, Policy Management:

• Overseeing call center, claims and policy operations, ensuring high levels of customer satisfaction and effective resolution of inquiries.
• Ensure efficiency within operations management, provide training and protocols for procceses

Customer Experience:

• Monitoring and analyzing customer feedback to identify areas for improvement and develop strategies to enhance the overall customer experience.
• Establishing and tracking key performance indicators (KPIs) to measure the effectiveness of customer operations initiatives.

Operational Excellence:

• Enhancing and streamlining operational processes to improve efficiency and effectiveness within customer service teams.
• Implementing best practices in customer operations to drive continuous improvement and operational excellence.

Project Management:

• Leading cross-functional projects aimed at improving customer service delivery and operational workflows.
• Collaborating with IT and other departments to implement new technologies and tools that enhance customer interaction.

Your Background

• 10+ years of experience in operations, understanding of general insurance or health products will be an asset
• Proven track record of enhancing operational processes and managing high-performing service teams.
• Strong project management skills with experience in leading cross-functional teams.
• Excellent communication skills in English, Cantonese, and Mandarin. 

What You'll Receive in Return

You will be rewarded with a competitive compensation package, opportunities for career progression, and the chance to work alongside industry experts.

If you possess the required qualifications and are interested in this exciting opportunity, please don't hesitate to reach out to THE UPSIDE GROUP.

Introducing Your New Opportunity

An insurance company is hiring a highly experienced Finance Professional to provide strategic financial advice to the Executive Management Team, overseeing the finance function and being the appointed Key Person for the company.  They are now seeking for a Head of Finance.

Your New Role

• Develop and implement the company's financial strategy in alignment with the overall business strategy
• Ensure proper accounting treatment, data integrity, and compliance with all legal, statutory, and regulatory financial reporting requirements
• Manage the company's finance operations, including FP&A, fund management, IFRS, and financial reporting
• Management of Finance Department and Team, provide guidance, coaching and career planning with existing and new staff members
• Work closely with Actuarial, Compliance, Risk, Operations and Legal functions
• Improve financial processes and efficiency, while providing timely and accurate financial information for actuarial and risk analysis           
• Establish and maintain an effective control environment, collaborate with stakeholders, and participate in business transformation initiatives to build a strong finance organization

Your Background

• Education: Bachelor's degree or higher
• 10+ years of business experience in finance, including financial control exposure, along with HKICPA, ACCA, or comparable qualifications
• Demonstrated understanding of the Life Insurance business, finance function values, and control
• Meet the "Fit and Proper" criteria as stipulated by the Hong Kong Insurance Authority – GL4

What You’ll Receive in Return

The successful candidate will have the chance to work in a dynamic and collaborative environment with exposure across HK, GBA and other APAC regions, you’ll work closely with executive management and have a strong career path.

Start Your Search Now

Reach out to the Upside Group. If you or someone you know meets the qualifications mentioned above or is interested in similar opportunities, please don't hesitate to contact us.