Insurance SBA/ PM

Salary :

$45,000 - 62,000 yearly

Company : Ambition

Job Type : Full Time

Hong Kong

Job Description - Insurance SBA/ PM

Job Description: Insurance Business Analyst / Project Manager (Agent Training & Operations Projects)

We are seeking an experienced Insurance Business Analyst (SBA) and Project Manager / PMO to join a fast‑paced insurance transformation team. This role will focus on agent training initiatives, agency operations projects, and enterprise insurance systems, working closely with frontline agents, business stakeholders, and IT teams.

Key Responsibilities

Lead and support agent training and enablement projects, including process improvements and system enhancements
Act as a key liaison between insurance agents, business users, and project teams, managing relationships and expectations in a demanding environment
Gather, analyze, and document business requirements for insurance-related projects (e.g. agency systems, ePOS, product platforms)
Manage or support end-to-end project delivery, including scope, timeline, risks, issues, and dependencies
Coordinate with vendors, internal IT teams, and business users to ensure successful implementation and rollout
Support PMO activities such as project tracking, reporting, governance, and stakeholder communication
Handle challenging stakeholder interactions professionally - including frontline agents with strong opinions - while maintaining delivery focus
Ensure project deliverables align with business objectives, compliance, and operational needs

Job Requirements

5-8 years of experience as an Insurance Business Analyst, Project Manager, or PMO
Insurance industry background is highly preferred, especially in agency, distribution, or agent-facing projects
Hands-on experience in agent training projects, agency systems, ePOS, or insurance product-related initiatives
Strong interpersonal, communication, and stakeholder management skills - attitude and professionalism are critical
Comfortable working in high‑pressure environments with diverse stakeholders, including frontline agents
Solid understanding of project lifecycle management and/or business analysis practices
Detail-oriented, proactive, and able to manage multiple workstreams simultaneously
Cantonese and English required; Mandarin is a plus

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Insurance SBA/ PM

Job Description - Insurance SBA/ PM

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