Senior Officer, Client Management

Responsibilities

• To manage SME to jumbo size contracts (group medical insurance) - achieve persistency in pursuit of the most favourable terms and profitability to the company
• To serve agents / brokers / direct clients, maintain good relationship and build a strong customer base
• To identify business opportunities and generate growth
• To prepare proposals and presentation materials
• To handle enquiries and complaints.
• To collect market intelligence on competitors’ activities including competitors’ products, pricing, catalogues, selling tactics, etc.
• To develop and review marketing materials, e.g. sales proposal, staff briefing materials etc.
• To conduct renewal meeting with direct clients
• To present in staff briefing session

Qualifications, Training and Experience

• Bachelor degree in business or equivalent with minimum 3 years relevant experience on group medical insurance, with a understanding of Employee Benefits areas
• Possess valid general insurance licence
• Knowledge on employee benefits or group medical insurance
• Customer-centric
• Strong interpersonal with problem solving and influencing skills
• Able to work independently, self-motivated and result-oriented
• Client management on daily issues and policy level negotiation
• Co-ordinate within the internal teams to achieve goals of designated project/initiatives
• Good presentation skill to handle client meeting (client-facing skills would be required) and member briefing session
• Good communication and presentation skills (both verbal and written)
• Good command in English and Chinese, Mandarin speaking would be a plus
• Fully conversant and Microsoft package (Adobe, Excel, Word etc)

Bupa offers 5 days’ work per week and comprehensive remuneration packages including base salary, study assistance plan, company pension plan, life and medical benefit, dental benefit, annual leave, examination leave, etc.

Bupa is an equal opportunity employer and welcomes applications from qualified candidates. Information provided will be treated in strict confidence and only be used for consideration of application with Bupa.

Personal data collected will be used for recruitment purposes only. Bupa will be in touch for any opportunities that matches your profile. All personal data of unsuccessful application will be destroyed 24 months from the date of receiving the application. Full version of Data Privacy Notice available upon request.