Data Analyst, CRM (Insurance, 2 - 3 yrs)

A leading insurance provider seeks a Data Analyst specialising in Customer Relationship Management (CRM) to work with data analysis, campaign management, and dashboard development will enhancing customer engagement strategies.

Key responsibilities:

As a Data Analyst CRM professional, you will play a key role in transforming data into actionable insights that optimise marketing efforts and improve decision-making.

• Standardise business unit sales tracking, reporting, dashboard development, ad hoc analysis
• Design, develop and automate the process and tools in support of the performance monitoring and MIS reporting that are aligned with various business KPIs
• Support the end-to-end customer campaigns execution and call list generation by gathering business requirements, providing the campaign sizing, lead generation, A/B test, and performance tracking
• Identify valuable data sources and collaborate with IT team and data engineers to automate collection processes
• Assist in monitoring and evaluating ongoing initiatives’ effectiveness and impact (e.g. marketing campaigns)
• Provide recommendations based on the analytical data, market research
• Analyse digital automation journey/programme effectiveness by reviewing the based on analytical data
• Collaborate with business unit and data teams to ensure data accuracy, quality

Candidate profile:

To succeed in this role, you will bring technical expertise, strong analytical skills, and the ability to collaborate effectively within cross-functional teams.

• Bachelor’s degree holder with 2–3 years’ experience in campaign management and lead generation; banking or insurance experience preferred
• Strong analytical, numerical, problem-solving, and project management skills with high attention to detail and self-motivation
• Proficient in MS Word, Excel, and PowerPoint for reporting, analysis, and presentations
• Data engineering skills using Python, R, SAS, SQL, or similar tools
• Experience with dashboard tools such as Power BI and Tableau for data visualisation and insights
• Excellent communication, interpersonal, and presentation skills; fluent in Cantonese, English, and Mandarin

About the company:

This organisation is one of Hong Kong’s most respected insurance providers, renowned for its inclusive workplace culture that values every employee's contributions. The company provides extensive training opportunities for professional growth. With access to cutting-edge technology platforms and a focus on knowledge sharing across teams, employees are empowered to innovate and collaborate effectively.

Keywords: data analysis, CRM, insurance, campaign management, dashboard development, data automation

What’s next?
If you’re ready to take the next step as a Data Analyst CRM specialist and want your work to make a meaningful impact, apply today!