Health Insurance Specialist - Bupa Global SCB

About the role

Bupa Global, the international health insurance division of Bupa, is hiring a Health Insurance Specialist in Singapore. The role works closely with Standard Chartered Bank (SCB) Relationship Managers and Insurance Specialists to generate qualified referrals and sell the Bupa Global SCB international private medical insurance product to eligible Priority Private and high-net-worth customers. It is a permanent, full-time position with hybrid working.

Key responsibilities

• Build strong working relationships with SCB Relationship Managers and Insurance Specialists across the Priority Private and private banking segments.
• Develop a consistent pipeline of qualified referrals through regular engagement, branch or banking-centre visits, joint customer activity and structured follow-up.
• Deliver regular training on the Bupa Global SCB IPMI proposition, eligibility, referral processes, sales positioning and approved communications.
• Conduct needs-based customer discussions and recommend a suitable product in line with approved sales, suitability and compliance processes.
• Achieve assigned sales, conversion, referral and activity targets.
• Manage the full customer journey: referral follow-up, fact-finding, quotation, application, documentation, underwriting coordination, payment and policy issuance.
• Check eligibility and application completeness, referring complex cases to Bupa Underwriting.
• Maintain an accurate sales pipeline, report regularly on referrals, appointments, conversion and issued business, and use pipeline data to improve conversion.
• Work with Underwriting, Operations, Sales Support, Marketing and Compliance teams to progress cases and resolve issues.
• Maintain complete customer and sales records and comply with data privacy, conduct and regulatory requirements.
• Gather feedback from customers and SCB stakeholders to improve training, referral quality, the sales process and customer experience.

Required profile

• Bachelor's degree or equivalent relevant experience in business, finance, insurance or a related field is preferred.
• Holds, or can obtain before appointment, all qualifications, licences and approvals required to work in Singapore.
• Proven record of achieving individual sales targets in health insurance, life insurance, wealth protection or another regulated financial-services environment.
• Experience in bank distribution, bancassurance, wealth management or a high-net-worth customer environment.
• Fluency in English is essential; additional languages such as Mandarin are advantageous.

Required skills

• Knowledge of IPMI or medical insurance products, customer suitability and underwriting processes.
• Strong stakeholder-management, consultative selling, presentation, negotiation and objection-handling skills.
• Confidence engaging with affluent, Priority Private and high-net-worth customers in person and digitally.
• Strong CRM, pipeline reporting and digital-sales-tool capability.
• Commitment to ongoing professional development and completion of all required regulatory and product training.