Enrolment Specialist

Job Description:

Enrolment Specialist

Hong Kong

Permanent

Full time Monday to Friday 9am to 6pm

As this is an office role a license from Hong Kong Insurance Authority by passing the Insurance Intermediaries Qualifying Exams (paper 1 & 2) and a valid HK ID card/passport is required.

Apply for this opportunity by 15th January 2024 to be considered.

Here you’ll be welcomed. We champion diversity and we understand the importance of our people representing the communities and customers we serve. You’ll find an inclusive environment where you can be yourself and where everyone is driven by the same purpose – helping people live longer, healthier, happier lives and making a better world.

Role Overview

As enrolment specialist, you will ensure an exceptional customer experience for our customers, brokers and group secretaries by swiftly and accurately carrying out comprehensive enrolment services for Bupa Global. You will be responsible for resolving any enrolment queries to both internal and external customers.

What you will do

• Be an expert of the whole onboarding process.

• Keep all enrolment activities recorded accurately in the relevant systems and processes.

• Be familiar with all business rules/requirements in enrolment activities, making judgment to refer relevant cases.

• Obtain all missing information for forms that come into the team directly from the customer/broker/group by telephone/email.

• Take end-to-end ownership for the resolution of all customers/brokers and internal Bupa Global enrolment enquiries. Case managed all queries through to resolution.

• Support Broker Service Team in any ad-hoc tasks such as Policy Changes, or support to cover Broker Service call queue on intermittently basis.

• Complying with all regulatory and governance requirements such as Know Your Customer (KYC).

• Ideally (not a must), obtain valid license with Hong Kong Insurance Authority (HKIA) by taking Paper 1 and Paper 2 in IIQE. Opportunity for candidates to sit for these examinations within first 3 months. Then, as a licensed holder, complete the required CPD recognised by HKIA to maintain the license.

What you will bring

• Previous experience in the delivery of enrolment services, coupled with experience of case managing customer queries thorough to resolution.

• A track record of achieving and exceeding productivity and quality targets in a high performing team environment.

• Highly customer focussed and detail minded.

• Excellent interpersonal, communication and influencing skills are required with emphasis on achieving results and successful outcomes.

• Fluent in both written and verbal English and Chinese.

At Bupa we adhere to a structured framework when awarding any changes to salary. We believe this creates a fair and consistent approach for all colleagues looking to grow or change role. For more guidance, please review the Uk Pay Policy on OurBupa.

Please be aware that if you’re successful in securing this role there may be changes to your notice period and other terms and conditions, your recruiter will be able to advise what this means for you during your application.

Diversity and Inclusion

Bupa is committed to making sure that every applicant is assessed based on personal merit and qualifications. We actively celebrate the diversity of our colleagues and provide an inclusive environment so you can truly be you at Bupa. We want to ensure you are treated fairly regardless of disability or circumstance. That’s why we’re happy to offer reasonable adjustments as part of our recruitment process to anyone that needs them.

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