Job Responsibilities

Be an expert of the whole onboarding process.

Keep all enrolment activities recorded accurately in the relevant systems and processes.

Obtain all missing information for forms that come into the team directly from the customer/broker/group by telephone/email.

Take end-to-end ownership for the resolution of all customers/brokers and internal Bupa Global enrolment enquiries. Case managed all queries through to resolution.

Support Broker Service Team in any ad-hoc tasks such as Policy Changes, or support to cover Broker Service call queue on intermittently basis.

Complying with all regulatory and governance requirements such as Know Your Customer (KYC).

Ideally (not a must), obtain valid license with Hong Kong Insurance Authority (HKIA) by taking Paper 1 and Paper 2 in IIQE. Opportunity for candidates to sit for these examinations within first 3 months. Then, as a licensed holder, complete the required CPD recognised by HKIA to maintain the license.

Job Requirements
Excellent English, Cantonese, and Mandarin
+3 years of customer service experience in Insurance field
Obtain high diploma or higher education
Overseas exposure will be a plus
Strong communicator, always makes customers a priority, and a good team player

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Full-time