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Data Analyst (Insurance 33k)

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Onsite

Data Analyst (Insurance 33k)

Protiviti Hong Kong Co. Limited

Data Analyst (Insurance 33k)

Skills

Sales OpsData AnalysisNo-code AutomationsCRMProcess ImprovementPower BI

2 months ago

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Important information


Contract type:

Freelance / Contract

Salary:

HK$336,000 – HK$396,000 / year

Work mode:

Onsite

Published on:

1 September 2026

What they need


The Company
Our client is a well-established insurance company with a strong market presence, committed to delivering reliable and customer-focused insurance solutions.

The Role

  • Manage and optimize CRM and lead management processes to ensure data accuracy, efficient lead routing, and effective lead tracking.
  • Monitor lead performance metrics and identify opportunities to improve lead conversion and operational effectiveness.
  • Develop, maintain, and enhance Power BI dashboards, reports, and analytics solutions to provide actionable business insights.
  • Perform data analysis, data validation, and reporting to support business decision-making and performance monitoring.
  • Gather business requirements and work with Sales, Marketing, IT, and Operations teams to deliver system enhancements and process improvements.
  • Design, develop, and maintain workflow automation solutions using Power Automate to streamline business processes and improve productivity.

Your Profile

  • 3+ years of experience in CRM operations, lead management, sales operations, data analytics, or business process improvement.
  • Hands-on experience managing and enhancing lead management processes using CRM platforms and SleekFlow. Strong hands-on experience with Power BI for dashboard development, reporting, and performance analytics.
  • Knowledge of data modelling, data governance, reporting frameworks, and lead performance metrics.
  • Experience gathering requirements, supporting UAT, implementing system enhancements, and driving process improvements.
  • Insurance industry experience is a must

Apply Today
To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.

By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: https://www.roberthalf.com/hk/en/privacy. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.

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