Insurance Senior Business Analyst / Project Manager
The Role
We are hiring for two roles, Insurance Senior Business Analyst (Ins SBA) on Agent Training project and Project Manager/PMO roles for a leading insurance organization in Hong Kong. Both demand 5-8 years' experience, exceptional interpersonal skills to handle interactions and feedback, and a proactive attitude in fast-paced insurance tech projects.
Key Responsibilities
For Ins SBA (Agent Training):
- Conduct detailed business analysis by eliciting requirements from agents and stakeholders through workshops, interviews, and surveys to define needs for ePOS systems, agency operations, and insurance products.
- Translate business requirements into functional specifications, process flows, and user stories, ensuring alignment with technical feasibility and regulatory compliance in insurance.
- Design and document system integrations, data mappings, and workflows; perform gap analysis between current and target states to support agent training programs.
- Lead agent training initiatives, coordinating ePOS rollouts, agency management tools, and product implementations while managing direct communications and resolving issues resiliently.
- Collaborate with cross-functional teams including developers, testers, and vendors on system integrations, UAT (User Acceptance Testing), and project deliverables to drive successful outcomes.
For Project Manager/PMO:
- Develop comprehensive project plans including scope, timelines, resource allocation, budgets, and risk registers using methodologies like Agile, Waterfall, or tailored to insurance projects.
- Oversee project execution by tracking milestones, managing dependencies, monitoring progress via dashboards, and implementing change control processes to ensure on-time, on-budget delivery.
- Lead PMO functions such as standardized reporting, portfolio governance, resource optimization, and quality assurance; utilize tools like MS Project, Jira, or Primavera for planning and tracking.
- Facilitate high-stakes stakeholder meetings, status updates, and issue resolution, emphasizing proactive attitude and interpersonal skills to build consensus and mitigate conflicts.
- Manage risks and issues through proactive identification, impact assessment, mitigation strategies, and escalation protocols, while driving team performance in fast-paced insurance environments.
Requirements
- 5-8 years in insurance/tech projects; ePOS, agency, or product experience ideal.
- Outstanding interpersonal skills for agent/stakeholder engagement; resilient under pressure.
- Proactive attitude, strong communication (English/Cantonese preferred); PM/BA certifications advantageous.
