Executive Search Firm in the Insurance Industry: Secured a Deputy General Manager for Underwriting Customer Service in 1.8 Months, with an Annual Salary of 550,000 RMB

At present, the regulatory framework for the insurance and health services industries continues to improve, and market competition is gradually shifting from business expansion to service quality enhancement, stringent risk management, and refined customer operations. Underwriting and risk control, along with customer service, constitute the core back‑office functions of insurance and health‑care enterprises, directly influencing compliance, customer experience, and operational stability. Most entry‑level managers excel only in a single customer‑service or basic underwriting module, lacking the comprehensive capabilities required to design and implement underwriting and risk‑control systems, coordinate customer‑service teams, optimize service processes, and proactively manage risks—making it difficult for them to meet the industry’s growing demands for standardized, precision‑driven operations. Consequently, senior management talent with end‑to‑end expertise across the insurance and health‑care sectors, and who possess both underwriting/risk‑control and customer‑service management skills, has become indispensable for standardizing business workflows, elevating service quality, and rigorously controlling operational risks.

For many years, we have been deeply engaged in sourcing mid-to‑senior‑level talent across the insurance, health services, and financial protection sectors, with a particular focus on precisely filling roles in underwriting and risk management, customer service, and back‑office operations. Recently, we successfully placed a candidate in the position of Deputy General Manager of Underwriting and Customer Service at a leading insurance and health‑focused company. Leveraging our specialized network of high‑caliber professionals in the insurance and health space, we executed a targeted search, ensuring seamless end‑to‑end coordination and smooth onboarding. The entire recruitment process took 1.8 months, with the successful hire commanding an annual salary of RMB 550,000, helping the client refine its underwriting and customer service framework and achieve dual upgrades in risk control and service quality.

Case Review | Executive Search Firm in the Insurance Industry: Secured a Deputy General Manager for Underwriting Customer Service in 1.8 Months, with an Annual Salary of 550,000 RMB

Job Delivery Chronicle

Position: Deputy General Manager, Underwriting Customer Service

Industry: Insurance and Health

Partner Company: A Certain Company

Project duration: 1.8 months

Annual salary upon arrival: 550,000 RMB

This partner company has long been deeply engaged in the insurance and health services sectors, boasting a robust business framework and a comprehensive customer service ecosystem that consistently delivers protection and complementary health solutions to end‑users. As industry regulatory standards continue to tighten and customer expectations grow increasingly diverse, the company’s existing underwriting and customer service operating model has gradually revealed significant shortcomings: underwriting risk‑control criteria lack sufficient granularity, customer service workflows are overly complex, team management lacks cohesive coordination, and the efficiency of handling customer complaints remains subpar. These issues not only undermine customer retention and satisfaction but also place considerable pressure on the company’s compliance‑driven operations. To enhance the underwriting risk‑control system, standardize customer service processes, streamline backend service teams, and elevate overall operational effectiveness, the company has initiated a recruitment drive for the key managerial position of Deputy General Manager of Underwriting and Customer Service.

This position features significant industry-specific barriers and differs substantially from typical customer service or risk‑control management roles. Employers no longer place sole emphasis on expertise in a single functional area; instead, they prioritize candidates with comprehensive, hands‑on experience in underwriting and risk control, customer‑service coordination, and system‑building within the insurance and health‑care sectors. Candidates are expected to be well‑versed in insurance underwriting guidelines, risk‑management frameworks, compliance standards, end‑to‑end customer‑service processes, and team‑operating models. They must be capable of independently overseeing underwriting reviews, risk mitigation, customer‑service management, service‑iteration initiatives, process optimization, and team‑empowerment efforts—aligning with the insurance and health‑care industries’ operational ethos of rigorous compliance, customer‑centric service, and stable, sustainable operations.

In the insurance and health‑care sectors, underwriting and customer‑service senior management roles are highly specialized, niche positions that are in short supply. Most managerial talent on the market excels only in either customer‑service operations or basic underwriting, lacking the ability to coordinate across both functions, design end‑to‑end systems, or manage risk effectively. They also often have an insufficient understanding of industry compliance requirements and operational dynamics, resulting in lengthy onboarding periods and limited implementation outcomes. By contrast, seasoned executives who have deep expertise in the insurance and health‑care space typically remain with their organizations over the long term, actively contributing to the evolution and optimization of back‑office systems and governance. Consequently, their rate of voluntary job changes is low, making it particularly challenging for companies to identify and recruit core leaders who are a strong cultural and functional fit through conventional hiring processes.

In this search, we bypassed the general talent pool for service management and instead focused on the core leadership circles of leading insurance firms, health‑care providers, and financial‑protection platforms. We rigorously assessed candidates’ experience in building underwriting and risk‑control frameworks, their ability to coordinate customer‑service teams, their track record in implementing process‑optimization initiatives, and their understanding of compliance‑driven operations. By aligning these criteria with each organization’s business‑growth objectives and management‑upgrade needs, we ensured a precise match between talent and role—supporting the company’s long‑term strategic vision.

Throughout the entire process, we meticulously align with the client’s underwriting and risk‑control standards, customer service and operations framework, team management model, and performance‑evaluation system. At the same time, we strike a balance between candidates’ salary expectations and their career‑development aspirations, eliminating information asymmetry on both sides. We efficiently coordinate interviews, verify qualifications, negotiate compensation, and follow up on onboarding, ensuring the seamless integration of top‑tier talent into their roles.

Upon assuming their role, the selected candidate will assume overall responsibility for key functions, including underwriting and risk management, customer service operations, team‑building and empowerment, service process optimization, closed-loop handling of customer complaints, and compliance‑risk prevention. The candidate will continuously refine the company’s back‑office operating framework, enhance the accuracy of underwriting and risk control, and elevate the quality of customer service, thereby supporting compliant and stable business operations, strengthening the company’s market reputation, and improving customer retention.

Specialized Talent Search for Management Positions in the Insurance and Healthcare Industries

In the insurance and healthcare sectors, senior roles in underwriting and risk management, customer service administration, and back-office operations are highly specialized. Generalist service-management professionals often struggle to meet the industry’s compliance standards, align with underwriting and risk‑management frameworks, and support its sophisticated service‑delivery systems. Consequently, in‑house recruitment frequently results in poor fit, lax risk controls, and sluggish service‑iteration cycles.

We have long been deeply engaged across the entire insurance and health industry value chain, specializing in recruiting mid-to-senior‑level management roles such as underwriting and customer service executives, risk control leaders, customer service directors, and back‑office operations managers. We are well-versed in the insurance industry’s compliance framework, operational models, and market‑competitive compensation benchmarks for top talent.

We can tailor bespoke executive search solutions to meet your organization’s needs for team upgrades, system optimization, and compliance‑driven efficiency improvements, delivering end‑to‑end confidential services that precisely match you with seasoned management talent deeply rooted in your industry and possessing robust hands‑on expertise.

If your company has recruitment needs for mid-to-senior level management positions in the healthcare industry, feel free to send us a private message—we’ll provide a complimentary assessment of the search’s complexity and an overview of current market talent trends.