Job Responsibilities and Expectations
- - Assist in onboarding new individual and corporate clients by collecting and verifying documentation.
- - Support the BD team in preparing customized health insurance proposals and quotations.
- - Maintain accurate records of client interactions and proposal submissions.
- - Coordinate with underwriting and policy servicing teams to ensure timely processing of new applications.
- - Respond to basic client queries related to product features, benefits, and application status.
- - Ensure compliance with Hong Kong Insurance Authority (IA) guidelines during client interactions.
- - Assist in scheduling meetings and presentations for BD executives.
- - Generate reports on lead conversion and client engagement metrics.
- - Support digital onboarding and CRM data entry processes.
- - Collaborate with marketing teams to distribute promotional materials and campaigns.
Academic and Additional Qualifications Needed
- - Bachelors degree in Business Administration, Insurance, or related field.
- - Basic understanding of health insurance products and services.
- - Proficiency in CRM systems and Microsoft Office tools.
- - Strong communication and organizational skills.
Quality Review Role
Job Responsibilities and Expectations
- - Review BD support documentation for accuracy and completeness before submission to underwriting.
- - Ensure proposals and quotations comply with IA regulations and internal quality standards.
- - Audit CRM entries and client records for consistency and compliance.
- - Provide feedback to processors on documentation errors and improvement areas.
- - Monitor turnaround times and escalate delays to supervisors.
- - Support training initiatives for new BD support staff.
- - Assist in preparing quality assurance reports for management review.
- - Coordinate with compliance teams to ensure adherence to regulatory updates.
- - Participate in internal audits and implement corrective actions.
- - Maintain confidentiality and data protection standards in client communications.
Academic and Additional Qualifications Needed
- - Bachelor’s degree in Insurance, Business, or related discipline.
- - Minimum 4 years of experience in health insurance operations or BD support.
- - Strong knowledge of Hong Kong IA regulations and compliance standards.
- - Attention to detail and analytical skills.
Supervisor Role
Job Responsibilities and Expectations
- - Oversee daily operations of BD support staff and ensure timely client onboarding.
- - Manage workload distribution and monitor performance metrics.
- - Liaise with BD executives to align support activities with sales strategies.
- - Ensure team compliance with IA regulations and internal SOPs.
- - Conduct regular training and mentoring sessions for team development.
- - Resolve escalated client issues and documentation discrepancies.
- - Review and approve proposals and quotations before submission.
- - Coordinate with underwriting, claims, and policy servicing teams for seamless client experience.
- - Prepare monthly performance and compliance reports for senior management.
- - Drive process improvements and automation initiatives in BD support workflows.
Academic and Additional Qualifications Needed
- - Bachelor’s degree in Insurance, Business Administration, or related field.
- - 8+ years of experience in health insurance BD support or operations.
- - Leadership and team management experience.
- - Strong understanding of Hong Kong health insurance market and IA regulations.
Manager Role
Job Responsibilities and Expectations
- - Lead strategic planning and execution of BD support operations across Hong Kong.
- - Develop and implement policies to ensure regulatory compliance and operational efficiency.
- - Collaborate with BD leadership to support revenue growth and client retention.
- - Manage cross-functional coordination with underwriting, claims, and servicing teams.
- - Oversee recruitment, training, and performance evaluation of BD support staff.
- - Represent BD support function in regulatory audits and industry forums.
- - Analyze market trends and client feedback to enhance support services.
- - Drive digital transformation and CRM optimization initiatives.
- - Ensure alignment of BD support activities with corporate goals and IA standards.
- - Prepare executive-level reports and presentations on BD support performance.
Academic and Additional Qualifications Needed
- - Bachelor’s or Master’s degree in Insurance, Business, or Healthcare Administration.
- - 10+ years of experience in health insurance BD support or related functions.
- - Proven leadership in managing large teams and strategic initiatives.
- - Expert knowledge of Hong Kong IA regulations and health insurance products.
