Job Description:

Senior Health Insurance Specialist

Location Hong Kong

Permanent

Full time

Hybrid Working

We make health happen:

Job Purpose:

To manage a team of Health Insurance Specialists who are the key sales interface between Bupa Global and our partner's private and priority private banking teams by providing expert advice, education and tailored sales of Bupa's premium international private medical insurance to eligible high net worth clients.

The Health Insurance Specialist is a key role and will work directly with the bank's Relationship Managers (RMs), supporting them in educating, identifying, qualifying, and converting client interest into successful applications.

The role includes onboarding, eligibility screening and relationship building to deliver outstanding customer experience aligned with Bupa's global standards. The candidate will manage a team and will have direct oversight of the day to day performance of the team as well as KPIs.

The role is pivotal in developing this new commercial opportunity, gathering robust data to assist in future planning cycles; as well have competitor and market insights

How you'll help us make health happen:

• Foster a continuous improvement mindset and work with your colleagues to identify improvements and transform great ideas into tangible implementation steps to drive
  the business forward
• Recruit, train, and manage a team of Health Insurance Specialist, providing coaching, mentorship, and performance management
• Conduct monthly 1:1s, bi-annual and annual performance reviews of team members alongside our T&C framework.
  Manage all tasks through effective time management, planning, and prioritising workloads to maintain an effective and functional service level.
• Always maintain the highest quality and service standards in line with criteria set by the Management Team, FCA and Compliance.
• Constantly analyse, improve, and develop performance against set objectives through online learning and development initiatives and maximise knowledge and ability putting new skills into practice.
• Build professional and lasting relationships with team colleagues and other departments within the Bupa Group.
• Always comply and abide by the requirements of the Data Protection Act and those of the FOS, FCA, and HK IA.
• Maintain full compliance with local regulatory requirements for licensed health insurance sales, including record keeping and client disclosures.
• Collaborate closely with Bupa Global underwriting, compliance, and operational teams to ensure smooth case progression.
• Actively contribute to local sales targets, pipeline reporting, and client servicing goals.
• Support feedback loops between Bupa and partner to enhance product-market fit and client satisfaction.

Key Skills/Qualifications needed for this role:

• Proven experience in selling or advising on international or domestic health insurance, life assurance, financial protection, or other regulated products.
• Demonstrated success in client-facing roles involving affluent or high net worth individuals.
• Background in working within or alongside banks, wealth managers, IFAs or financial services providers preferred.
• Ability to navigate sales and operational processes within highly regulated industries.
• Experience conducting needs-based sales conversations in a professional and culturally sensitive manner.
• Certification or license to sell insurance in the relevant local market or willingness to obtain prior to appointment.
• Ongoing CPD as required by local health or insurance authorities.
• Fluency in English essential; Cantonese or Mandarin highly desirable depending on market.
• Based primarily out of our partner's private and priority private banking centres in live partnership markets, beginning in Hong Kong and Singapore.
• Occasional work from locations in line with the demands of bancassurance business development with high affluence clients.
• Occasional work from Bupa Global or Bupa Hong Kong head office.
• Expected to travel locally within city regions to banking centres; flexibility for some remote/digital consultations depending on client preference.
• May require irregular hours to meet with clients based on availability.
• Proficiency in CRM and digital sales tools is essential.

Why Bupa?

Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.

Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with Sukoon), Egypt and Hong Kong (China) as well as regional offices in mainland Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.

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