A widget for applicants to search and select their job title from a restricted list.

A UX Designer with a background in Engineering.

Bowtie Life Insurance Company is the first authorized virtual insurance company in Hong Kong. As part of their accident insurance product launch, we designed a new occupation search and selection widget as part of their underwriting platform that allows users to search and select their job title from an out-dated and limited list easily and accurately.
My Role:
UX Design Intern
3 weeks
In collaboration with:
UX Designer (my supervisor), UI Design Intern, the Actuary, Engineering, and Underwriting team
The Problem And Constraints
Accident insurance underwriting decision relies heavily on the applicant's occupation and job nature. In order to get the best quote and coverage, our customers would need a way to search and select their job title and industry accurately from the list we provide. On top of that, due to compliance requirements, we are limited to a list that is incomplete and out-dated.
🤔 Extra curious? Click here to see a snippet of the list.
The Goal
Allow users to search and select their job title from an out-dated and limited list easily, accurately and efficiently.
A Wrong Direction...
In the kick-off meeting with different stakeholders, we decided that having a dropdown of industries as a layer of filter, and then a search field for specific job titles would be a good start. And...... yes I know what you're thinking right now: 'But you're starting with the solution!'

I obviously did not notice the mistake and went ahead with trying to manipulate the list so that it will fit our 'solution'. We tried adding another layer of categories for better filtering, grouping similar entries together, and experimenting with different ways of displaying the form. Unfortunately (but not surprisingly), none of them work, so I had no choice but to turn to my supervisor for help.
A Mini Design Sprint
My supervisor pointed out our mistakes and redirected us to start from the beginning with a mini design sprint. Within me, the UI design intern and my supervisor, we spent an afternoon following the Double Diamond Process.
Each of us wrote down a list of problem we observed and research insights we found from those few days of ‘a wrong direction’.
Then, we grouped them into 3 ‘goals’ / ‘HMW questions’:

1. Applicants should be able to search and select their job title easily
2. Applicants should be able to report their job title accurately
3. It should not be built at the expense of applicants who are not applying for accident insurance
With the ‘crazy 8s’ technique, we quickly ideated solutions for each of the defined goal:
My crazy 8s and my crazy handwriting.
Taking our favourite ideas (those with a star), we each sketched out some wireframes to better visualize them.
(Wireframes are written in Traditional Chinese because most of our customers are Hong Kongers. It will be translated to English once it goes live on our platform)
My wireframes. Pink stars are the votes.
Presentation & Voting
On the next day, we held a short meeting with different teams (Actuary, Engineering, and Underwriting) and presented each of our wireframes. Each pink star you see on the wireframes = 1 vote.
We created a user flow and mapped wireframes with votes to it.                  
The user flow.
The UI Design Intern then worked the high fidelity mockups:
Unfortunately, my internship ended here so I couldn’t conduct usability testings. My supervisor took over from here, and a few weeks later it went live!
Key features of our design
Common related words
Common related words
We took the most frequently declared job titles from our data and displayed them as quick options right below the search bar.
A more visual dropdown
A more visual dropdown
Some job titles share similar names but are listed under different industries, so the Industry must be displayed in the search result.
With this approach, the applicant can scan through more choices at a time.
A full list
A full list
A full list with a filtering option is available for applicants who are having trouble searching for their job title in the search bar.
Final Thoughts and Reflections
For the first few days, I was really frustrated with the failed attempts at manipulating the occupation list. I was this close to throwing my hands up and declaring that 'it's impossible'. I was ready to blame it on outdated compliance requirements, and that 'innovation is impossible when laws and regulations are hindering us'. That isn't true of course, and transforming a boring and tedious experience to a delightful one is in fact, our job as designers.

I'm very happy that I can now pinpoint my mistake (trust me, I thought it was 'not doing a design sprint' 1 year ago). This is by far the most limiting project I've done, and it certainly taught the newbie me how Product Design is not only about the users - it's about balancing the user experience, the business needs, as well as any constraints / regulations we have to follow.
Next Up
Korbit's Sign Up Flow