Role Overview
The Lead Qualifier serves as the initial point of contact for leads generated through strategic partnerships. Your primary responsibility is to quickly and accurately assess incoming referrals, confirming client interest and collecting essential details to determine eligibility for international private medical insurance.
Key Responsibilities
- Monitor and respond to inbound leads from multiple sources, including CRM alerts, email, and partner representatives
- Reach out to referred individuals promptly to introduce the service, verify interest, and collect foundational information such as location, age, family composition, and funding preferences
- Apply established criteria to evaluate each lead’s suitability for coverage, ensuring alignment with underwriting guidelines
- Direct qualified prospects to the appropriate sales representative—either in-person advisors or remote sales teams—based on client profile and needs
- Record all interactions and outcomes in the CRM system with precision, capturing all required data at the point of initial contact
- Identify and escalate complex or high-risk cases to senior management for further direction
- Provide regular updates to partner relationship managers on lead status and referral quality
- Contribute to ongoing improvements in qualification scripts, data workflows, and triage procedures to increase efficiency and accuracy
- Support basic reporting tasks and maintain performance dashboards as needed
- Engage clients and internal stakeholders through phone, email, and integrated digital platforms
- Handle personal and financial data responsibly, adhering to data protection regulations and organizational security standards
- Adapt to working across different time zones based on market demand
- Collaborate closely with sales and support teams to ensure a seamless transition for each client
Qualifications and Experience
- Proven experience in lead qualification, pre-sales screening, or client onboarding within insurance, banking, or financial services
- Comfortable communicating with professional or high-net-worth clients via phone and digital channels
- Proficient in using CRM systems and data entry platforms
- Background in high-volume environments with an emphasis on quality and compliance
- Post-secondary education or equivalent academic achievement
- Fluent in English; additional language skills such as Cantonese or Mandarin are highly valued
- Willingness to complete mandatory regulatory training in data privacy and referral protocols
Technical Environment
- CRM tools
- Data capture platforms
- CRM-integrated communication systems
Work Environment
This role operates in a hybrid model, based out of regional offices with flexibility to support global markets. You may be required to adjust your schedule to align with international time zones depending on referral volume and partner activity.
Organizational Culture
- Customer-centric approach to service delivery
- Supportive, inclusive environment that values diverse perspectives
- Encouragement to innovate and improve processes
- Collaborative teamwork across departments
- Commitment to trust, respect, and mutual consideration
- Recognition that individual contributions shape collective success
