Individual Policy Administration

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.