Service Account Manager

Bupa
Hong Kong
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Listening skills","Problem-solving","Investigative skills","Stakeholder management","Collaboration"]

Own service delivery for Group Secretaries and Intermediaries for corporate clients, managing policy administration and renewal execution. Serve as first point of escalation for complex service, billing, and commission enquiries, investigating issues and providing timely resolutions and clear advice. Coordinate renewal changes, administer member movements, proof-read membership guides, and collaborate with Sales, Claims, Finance, and Operations to support retention and a consistent customer experience.

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FursaFursa
Bupa
Bupa
1 month ago

Service Account Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 days agoStatus: Live

Job Summary

Own service delivery for Group Secretaries and Intermediaries for corporate clients, managing policy administration and renewal execution. Serve as first point of escalation for complex service, billing, and commission enquiries, investigating issues and providing timely resolutions and clear advice. Coordinate renewal changes, administer member movements, proof-read membership guides, and collaborate with Sales, Claims, Finance, and Operations to support retention and a consistent customer experience.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Act as the primary service contact for Group Secretaries and Intermediaries for corporate clients.
  • •Deliver policy renewals, including implementation of agreed changes and ongoing policy administration.
  • •Investigate complex service enquiries and provide timely resolutions and professional advice as first point of escalation.
  • •Administer member movements and policy changes efficiently, particularly during renewal periods.
  • •Resolve complex service, billing, and commission enquiries by partnering with Sales, Claims, Finance, and Operations; support client retention.

Key Requirements

  • •Bachelor’s degree or equivalent preferred.
  • •Pass in IIQE Paper I and II to apply for an insurance agent license with the Hong Kong Insurance Authority (HKIA).
  • •Successfully obtain a valid individual insurance agent license issued by HKIA.
  • •Complete required CPD hours recognised by HKIA to maintain/renew your license.
  • •Strong listening, problem-solving, and stakeholder management skills, with the ability to communicate solutions clearly.
Experience:Corporate insurance policy servicingBroker relationship management
Education:Bachelor's
Skills:Listening skillsProblem-solvingInvestigative skillsStakeholder managementCollaboration
Licenses:IIQE Paper IIIQE Paper IIIndividual insurance agent license (HKIA)

Company Brief

Bupa
Bupa is an international healthcare group offering health insurance, care homes, hospitals, dental clinics, and health services. It provides private medical insurance and integrated care solutions across multiple countries for individuals and employers.
Industry: Health Insurance (Payers)
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: London, United Kingdom
Founded: 1947
WebsiteLinkedIn