
Sales Support Administrator
- Hong Kong
- Permanent
- Full-time
- Support Health Insurance Specialists by managing the administrative workflow of IPMI applications, including document preparation, data entry, system updates, and submission tracking.
- Liaise with Bupa’s internal underwriting, compliance, and operations teams to ensure timely and accurate application progression.
- Perform quality checks on incoming documents to ensure completeness and compliance with regulatory requirements.
- Maintain accurate records of client interactions and documentation in CRM systems.
- Monitor application pipelines and proactively follow up with internal and external stakeholders to resolve delays or outstanding items.
- Prepare sales reports, dashboards, and MI for review by the Head of Partnership & Development and senior stakeholders.
- Assist in coordinating training and onboarding logistics for new Health Insurance Specialists or sales team members.
- Support audit, governance, and licensing documentation requests where necessary.
- Act as a first point of contact for internal queries relating to the administration of the partnership.
- Office-based with potential for hybrid working depending on business need.
- Role is located within a secure, regulated working environment with access to confidential client and financial information.
- Requires use of internal Bupa systems, partner’s integration tools, and digital communication platforms.
- May require occasional extended hours during busy onboarding periods or new market launches.
- Key Skills/Qualifications needed for this role:
- Proven experience in an administrative, operations or support role within insurance, banking, or other regulated financial services.
- Experience working in a high-paced, customer-focused environment with multiple stakeholders.
- Familiarity with CRM platforms, client onboarding systems, and document management workflows.
- Understanding of regulatory obligations in health insurance or financial services is preferred.
- Experience working in a multinational or cross-border team environment is an advantage.
- Higher education diploma or equivalent (required); degree in business administration or related field preferred.
- Formal training or experience in financial services, insurance, or healthcare administration (desirable).