Our client, a leading life insurance company, is seeking a Process Optimization and Strategy Consultant to work directly with the Head of Client Service Team. This short-term, high-impact role will focus on supporting team effectiveness initiatives, driving process optimization, and enhancing operational visibility through data dashboards and reporting tools.

This is an ideal role for a strategic thinker with a strong background in consulting or internal transformation roles, particularly within the insurance sector.

What You Will Be Doing

• Work directly with the Head of Client Service Team to execute initiatives focused on process improvement and team optimization
• Conduct analysis to support resource planning and operation alignment, including headcount insights
• Build dashboards to monitor progress across various process improvement initiatives
• Develop PowerPoint presentations to communicate team optimization strategies, resource scenarios, and operational outcomes to senior stakeholders
• Use Excel (including Macros) and / or other process improvement tools to optimize process and analyze team data and visualize scenarios for decision-making
• Collaborate with functional team leads to identify bottlenecks, resource challenges, and opportunities for streamlining operations
• Deliver insights and proposals that demonstrate the rationale behind recommended changes

Your Background

Must Have:

• 8+ years of experience in process improvement and/or operations within the insurance industry or in consulting roles, with a proven track record of delivering similar initiatives for insurance clients
• Cantonese speaker with strong communication and stakeholder management skills
• Proven experience in workforce analysis, performance tracking, and operational planning
• Excellent PowerPoint and storytelling skills to convey analytical insights and recommendations
• Strong proficiency in Excel (including Macros) and tracking dashboard (e.g. Power BI)
• Ability to manage ambiguity and work independently in a fast-paced environment

Nice to Have:

• Background in Pension and Employee Benefits
• Experience navigating resource-related conversations within corporate teams