(Assistant) Account Manager, Business Development - Client Management Team

Responsibilities  

• To achieve persistency targets in pursuit of the most favorable terms and profitability to the company
• To serve as the primary point of contact for designated corporate clients and intermediaries, managing day-to-day account servicing activities and ensuring a high standard of post-sales service delivery and client satisfaction
• To build and maintain strong relationships with corporate clients and intermediaries, acting as a trusted business partner.
• To support client meetings, service reviews, and renewal discussions by preparing reports, service performance updates, and action plans.
• To handle client, broker, and member enquiries and complaints professionally and efficiently, ensuring satisfactory and timely resolution.
• To liaise closely with internal teams to ensure the timely resolution of client issues and the seamless delivery of services
• To prepare proposals and presentation materials to support account retention and business objectives
• To monitor account performance and provide regular business updates and sales reports to management
• To develop and review marketing materials, e.g., training materials, staff briefing materials, etc.

• Bachelor degree in business or equivalent with 3 - 8 years’ solid on the job experience including experience in expanding relationships and driving sales in new channels (experience in medical insurance business is preferred)
• Possess valid general insurance licence
• Strong relationship with intermediaries
• Customer-centric
• Strong interpersonal and influencing skills
• Good communication and presentation skills
• Proven leadership skills and possess qualities of sound judgement
• Self-motivated and result-oriented
• Proficiency in both written and spoken English and Chinese
• Computer literacy in the use of MS Office

Bupa offers 5 days’ work per week and comprehensive remuneration packages including base salary, study assistance plan, company pension plan, life and medical benefit, dental benefit, annual leave, examination leave, etc.

Bupa is an equal opportunity employer and welcomes applications from qualified candidates. Information provided will be treated in strict confidence and only be used for consideration of application with Bupa.

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. 

• Pension Plan
• Work From Home
• Training & Development
• 5 day works
• Banking Holidays