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BUPA Asia Limited

Retention Officer

BUPA Asia Limited
Salary provided
Posted on 23 Jan 2020

Retention Officer

BUPA Asia Limited

Job Highlights

  • 5-day work, Monday - Friday, with commission
  • Contact existing customers to follow up on renewal
  • Retain existing individual members

Job Description

Accountabilities and activities

  • Call customers to follow up on renewal according to pre-defined time schedule
  • Highlight the increment/changes of plan coverage and subscription amount upon renewal
  • Provide after sales service and retain existing individual members
  • Provide professional advice to fulfill the needs of customers
  • Develop individual business opportunities through upselling which includes upgrade existing plan level and/or add optional benefits
  • Explore individual business opportunities through Member-Get-Member program to get referrals from existing individual members
  • Review renewal reports and monitor renewal status and persistency
  • Collect market information and keep abreast of the insurance industry

To be successful in the position, you should have

  • Diploma or above qualification, satisfying the Insurance Authority insurance intermediaries licensing requirements (i.e. HKCEE 5 passes, including Chinese/English & Mathematics)
  • IIQE Paper I & II qualification is preferred
  • At least 2 years of proven customer support experience, insurance field would be an advantage
  • Excellent communication skills with proficiency in spoken and written English & Chinese
  • Strong phone contact handling skills and active listening
  • Good interpersonal, problem solving and multi-tasking skills
  • Responsible, well organized and attention to details
  • Self-motivated, driven individuals with an interest in the healthcare sector

Additional Information

Career Level
Not Specified
School Certificate
Years of Experience
2 years
Employment Type
Full Time, Permanent
Company Website

Company Overview

Bupa – A global healthcare specialist

Bupa began in the UK in 1947. We fund and provide healthcare services to fulfil our purpose of helping people live longer, healthier, happier lives. Our diversified services include health insurance, clinics, hospitals, dental centres care homes, and more.

We employ over 80,000 people, principally in the UK, Australia, Spain, Poland, Hong Kong, Chile, Brazil, Saudi Arabia, India, New Zealand, and the US.With no shareholders, we reinvest our profits to provide more and better healthcare for customers.

Bupa is UK’s largest health insurer.* In Hong Kong, we are known as the health insurance specialist providing domestic and international health insurance. We have gained the trust of more than 400,000 individuals, and 3,200 companies including major corporations in public utility and telecom industries.We have been providing quality health insurance for Hong Kong’s civil servants for more than 20 years.

Bupa also provides primary care services through Quality HealthCare Medical Services (QHMS), one of Hong Kong’s largest private clinic networks.

*Source: Laing Buisson Health Cover UK Market Report 15th Edition, published 16 October 2018, in terms of market share among private medical insurance providers

Additional Company Information

Benefits & Others
Five-day work week, Free shuttle bus, Life insurance, Medical insurance, Performance bonus

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