Purpose of this role :
You will responsible for Retention activities in Sales Support Team in order to ensure an exceptional customer experience for our customers and achieve targets of renewal business.
Accountabilities and activities :
A. Follow the renewal process thoroughly and retain existing individual members professionally :
Call customers to follow up on renewal according to pre-defined time schedule
Highlight the premium increment as well as changes of plan coverage and subscription amount upon renewal
Render professional advice to fulfil the needs of customers
Develop individual business opportunities through upselling upgrade existing plan level and / or add optional benefits
Review renewal reports, and closely monitor the renewal status and persistency
Keep up to date with market information
B. Provide exceptional sales support services and address queries from the partner’s sales force effectively :
Receive and handle inbound telephone calls from sales representatives inquiring about products, services, sales operations and assist with all customer satisfaction related inquires in a timely manner
Provide any necessary sales reports and analyses
Suggest sales process improvements
Perform user acceptance tests to ensure that a program or system works according to the specifications in operations perspectives
To be successful in the position, you should ideally have :
At least 2 years of proven customer support experience (insurance field would be an advantage)
Diploma or equivalent in any discipline; college degree preferred
Excellent communication skills with proficiency in English (spoken and written) and Putonghua
Strong phone contact handling skills and active listening
Hands on MS Office knowledge
Customer orientation and ability to adapt / respond to different types of characters
Familiar with CRM systems and practices
Enthusiastic and positive with excellent multitasking skills
Self-motivated and attention to details, able to adapt to changes and work under pressure
General Insurance with IIQE (Paper I & II) qualification preferred.
Bupa offers 5 days work per week and comprehensive remuneration packages including base salary, performance bonus, study assistance plan, non-
contributory pension plan, life and medical benefit, dental benefit, annual leave, examination leave, etc.
Personal data collected will be used for recruitment purposes only. Only candidates selected for interviews will be contacted.
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.