Manager, Insurance & Broker Segment

Job Description

• Responsible for managing broker accounts, maintaining a long-term relationship with accounts and maximizing sales opportunities within them
• Proactively assesses, clarifies, and validates customer needs on an ongoing basis
• Build and maintain effective relationships with clients to provide the best possible service on a timely basis
• Focusing on growing and developing existing clients, together with generating new business
• Act as the key interface between the broker and all relevant departments
• Play an integral role in new business pitches and hold responsibility for the effective on-boarding of new clients
• Responsible for the development and achievement of sales target
• Maintains high customer satisfaction ratings that meet organizational standards
• Work out business plans for all current and opportunity business
• Handle client activities in assigned broker account territory
• Manage existing contract retention and explore new opportunities
• Maintain good customer relationship through understanding their needs, company direction and connect with stake holders at all levels
• Work together with teams to provide good client support and servicing on responding customer issue
• Achieve high customer satisfaction level
• Work with Medical team to share customer report analysis and recommendation to client
• Preparation and presentation of quarterly / annual strategic meetings to show specific performance to promote client satisfaction, client retention and upsell opportunities
• Come up with strategic planning with clients with minimal supervision
• Manage own team to deliver the above
• Other ad-hoc assignment as assigned

Requirements

• University graduate with a minimum of 7 years of relevant experience
• Healthcare, group medical, employee benefit or broker background is highly preferred
• Proven track record in achieving sales target
• Result and customer-service oriented
• Team player who is detail-minded and able to perform multi-tasking and finish tasks in tight schedule
• Independent, well-organized, self-motivated with excellent interpersonal, presentation and communication skills
• Excellent analytical and negotiation skills
• Excellent command of spoken and written Chinese and English. Mandarin skill will be an advantage.
• Proficiency in MS Office
• A touch of leadership skill is an advantage

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.