Senior Health Insurance Specialist

Senior Health Insurance Specialist – Richmond Villages – Hong Kong This role involves managing a team of Health Insurance Specialists who serve as the key sales interface between Bupa Global and private and priority private banking teams, providing expert advice, education, and tailored sales of Bupa’s premium international private medical insurance to eligible high‑net‑worth clients. Job Purpose To manage a team of Health Insurance Specialists, supporting Relationship Managers to educate, qualify, and convert client interest into successful applications. The role includes onboarding, eligibility screening, relationship building, and oversight of daily performance and KPIs, while contributing to new commercial opportunities and market insights. Responsibilities Foster a continuous improvement mindset and identify and implement tangible improvements to drive the business forward. Recruit, train, and manage a team of Health Insurance Specialists, providing coaching, mentorship, and performance management. Conduct monthly 1:1s and bi‑annual/annual performance reviews, managing tasks through effective planning and prioritisation to maintain functional service levels. Maintain the highest quality and service standards in line with criteria set by Management, FCA, and Compliance. Analyse, improve, and develop performance against objectives through online learning and development initiatives. Build professional relationships with team members and other departments within the Bupa Group. Comply with the Data Protection Act, FOS, FCA, HK IA, and local regulatory requirements for licensed health insurance sales, including record‑keeping and client disclosures. Collaborate closely with underwriting, compliance, and operational teams to ensure smooth case progression. Contribute to local sales targets, pipeline reporting, and client servicing goals. Support feedback loops between Bupa and partners to enhance product‑market fit and client satisfaction. Qualifications & Skills Proven experience selling or advising on international or domestic health insurance, life assurance, financial protection, or other regulated products. Demonstrated success in client‑facing roles involving affluent or high‑net‑worth individuals. Background working within or alongside banks, wealth managers, IFAs, or financial services providers preferred. Ability to navigate sales and operational processes within highly regulated industries. Experience conducting needs‑based sales conversations in a professional and culturally sensitive manner. Certification or licence to sell insurance in the relevant local market, or willingness to obtain prior to appointment. Ongoing CPD as required by local health or insurance authorities. Fluency in English essential; Cantonese or Mandarin highly desirable depending on market. Proficiency in CRM and digital sales tools essential. Based primarily at partner private banking centres in Hong Kong, with occasional remote or digital consultations and local travel within city banking centres. May require irregular hours to meet client availability. Why Bupa Bupa Global is the international health insurance division of Bupa, offering premium international coverage with products and services that enable customers to access healthcare anywhere in the world, whether at home, while studying, living, travelling, or working abroad. Bupa Global operates in key markets globally, including London, Dublin, Miami, Dubai, Hong Kong, Singapore, and many others. Employment Details Location: Hong Kong – The QuaysideType: Full time, Permanent, Hybrid WorkingSalary: HK$16,000.00 – HK$19,999.00 per month #J-18808-Ljbffr