What You'll Do
As the initial contact for incoming client interest, you’ll manage leads from referral sources such as partner institutions and digital channels. Your primary responsibility is to quickly assess each lead’s suitability for international private medical insurance by gathering key details including location, family composition, funding preferences, and coverage needs.
You’ll conduct preliminary screenings to ensure prospects align with eligibility guidelines and business priorities, then assign qualified leads to the appropriate sales team—either face-to-face specialists or remote advisors. Every interaction must be documented accurately within the CRM to maintain data integrity and support a smooth client journey.
Complex or high-risk cases will be escalated to leadership for guidance. You’ll also provide regular updates to referring partners, particularly relationship managers, to strengthen collaboration and referral quality. Your input will help refine qualification scripts, CRM workflows, and triage procedures to improve overall efficiency.
Using phone, email, and integrated systems, you’ll engage clients and stakeholders across multiple time zones, ensuring secure handling of personal and financial data in compliance with privacy regulations and internal standards.
Requirements
- Proven experience in lead qualification, pre-sales, or client onboarding within insurance, banking, or financial services
- Comfortable initiating and managing conversations with professional or high-net-worth clients
- Proficient with CRM platforms and digital data entry systems
- Background in high-volume environments where accuracy and quality are prioritized
- Further education or equivalent academic achievement
- Willingness to complete mandatory regulatory training in data protection and referral protocols
- Fluent in English
Preferred Qualifications
- Exposure to international insurance or premium financial products
- Formal training in customer service, financial services, or data privacy
- Cantonese or Mandarin language skills, depending on regional demand
Benefits
- Hybrid work model with presence in regional offices
- Opportunities to engage across global time zones
- Innovative and supportive work culture
- Collaborative environment focused on client-centered service
- Workplace values rooted in trust, respect, and inclusion
- Encouragement to contribute ideas and improve processes
