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Associate, Customer Service (Insurance)

Hong Kong

About Us 

MoneyHero Group (Nasdaq: MNY) is a market leading financial products platform in Greater Southeast Asia, reaching over 7.4m monthly unique users and working with more than 270 commercial partners across four markets including Singapore, Hong Kong S.A.R., The Philippines, and Taiwan.

The Insurance team is dedicated to empowering consumers in Asia by delivering a seamless and user-friendly digital platform. Our goal is to enable individuals to confidently and independently select the insurance coverage that suits their needs, ensuring they receive the protection they deserve. We focus on making our approach to customers relevant, actionable, and rewarding, creating a trusted space where individuals can make informed decisions about their insurance. Join our team and contribute to making insurance accessible and beneficial for all, while engaging in dynamic and rewarding challenges every day.

What We Offer 

You will be entitled to a competitive salary and attractive benefits, including:

  • Annual leave, birthday leave, tenure leave, international remote work leave, and more
  • Professional trainings, career advancement and internal mobility opportunities
  • Competitive benefits including insurance and mental wellness program

About the Job

The Associate, Customer Service (Insurance) will provide essential operational support to the Insurance Commercial Team. Responsibilities include managing insurance policies, coordinating renewals, handling client or customer inquiries, and Finance Teams. Ad-hoc duties may be assigned as needed.

The Associate, Customer Service will be responsible for:

  • Provide administrative and general support to the Commercial Team including but not limited to: system input, scanning, electronic data filing, mailing and policy issuance
  • Manage insurance policies, endorsements, declarations to and from insurers and clients
  • Manage the renewals process including preparing renewal notices, follow-ups (Emails, Calls), preparing quotation
  • Handle clients / customers inquiries via email, chat, social media and voice channel and assist clients / customers with claims and policy services.
  • Coordinate with Customer Service Team Coordinate with Finance Team for arranging payment to insurers and premium refund to client
  • To assist in ad-hoc duties as assigned

In this role, we are looking for someone with:

  • Proficiency in MS Office (Word, Excel and Chinese word processing)
  • Qualifications of IIQE Paper 1, 2 & 3
  • Able to work under pressure and thrive in a fast paced environment
  • Good communication skills, proactive and willing to take initiative
  • Proficiency in written and spoken English and Cantonese

Good to have:

  • Candidates with immediate availability are highly preferred
  • Qualifications HKCEE/HKDSE or above 
  • Experience in general insurance customer service and/or policy servicing will be an advantage

#MoneyHeroGroup  #LI-RR1

What can you expect from us?
 
Impact: We are actively empowering and connecting people to a better financial future. Join us if you want to help us achieve our mission.
Work: We have a team of over 350 talented individuals in 4 markets who are hyper passionate about building innovative financial solutions and making an impact on people’s lives.
Culture: We take our work seriously but don’t hesitate to keep things light. We can only create magic when we have a little bit of fun.
Thrive: We launched in 2014, and now help over 10 million monthly users make the best financial decisions. Accelerate your career and become a pioneer in your field with a leading fintech company that seeks to push the boundaries of your imagination and is committed to growing your career.
Reputation: We are backed by world-class organizations and companies and have raised over US$110 million from investors including Experian, Pacific Century Group, IFC - a member of the World Bank Group
 
EEO Statement
MoneyHero Group is an equal opportunity employer. We value, support and respect all individuals and is committed to maintaining an inclusive and diverse working environment. Decisions in hiring are based on business needs, requirements of the job and individual qualifications and shall not be influenced by any consideration of race, ethnic or national origin, religion, sex (including gender identity and/or expression), age, sexual orientation, marital status, parental status, disability, genetic information, political affiliation or other applicable legally protected characteristics.

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When you apply for a job on this site, the personal data contained in your application will be collected by MoneyHero Group (“MoneyHero Group” or “we”), a company registered and incorporated in Hong Kong and which can be contacted by emailing jobs@moneyherogroup.com. MoneyHero Group (the “Group”), is a group of companies that provide price comparison services as well as financial services, insurance products, communications and other products and services across Asia.

Your data is stored in a range of systems and formats. These include in your recruitment file, in the Group’s HR management system and in other IT systems, including the Group’s email system.

MoneyHero Group processes a range of information collected from you. Subject to applicable law, this may include:

  • your name, address and contact details, including email address and telephone number;
  • your gender and date of birth;
  • details of your qualifications, skills, experience and employment history;
  • information about your current level of remuneration, including benefit entitlements;
  • details of your marital status and dependents;
  • candidate photographs;
  • details of your bank account;
  • Passport or other identification information; and/or
  • Information from compliance background checks.

Your personal data will be processed for the purposes of managing MoneyHero Group’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, responding to and defending against legal claims, maintaining and promoting equal opportunities within the workplace and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under applicable Data Protection Laws as necessary for the purposes of the legitimate interests pursued by the MoneyHero Group, which are the solicitation, evaluation, and selection of applicants for employment.

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Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by MoneyHero Group to help manage its recruitment and hiring process on MoneyHero Group’s behalf.

MoneyHero Group may share your personal data with third parties in order to, obtain pre-employment references from other employers, obtain employment background checks from third party providers and to obtain necessary criminal record checks.

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Your personal data will be retained by the Group for so long as the Group determines it is reasonably necessary to evaluate your application for employment. If your application for employment is successful, personal data gathered during the recruitment process will be transferred to your personnel file and retained during your employment in accordance with the contract of employment and our internal privacy policy.

For unsuccessful candidates, we will retain the personal data provided during the application process for a period of two (2) years. This is to maintain accurate recruitment records, prevent duplicate applications, and to allow us to consider you for future opportunities that may match your profile. After this period, your data will be securely deleted from our systems. Should you wish to request the deletion of your data before the end of this retention period, you may contact us at legal-team@moneyherogroup.com.

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You are under no statutory or contractual obligation to provide data to the us during the recruitment process. However, if you do not provide the information, we may not be able to process your application properly or at all.

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