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Insurance Client Onboarding Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeInsurance Full time $40,000 - $80,000
Business Development Associate - Insurance Support

The role involves assisting in onboarding new clients by collecting and verifying their documentation. This includes providing support to the business development team in preparing customized insurance proposals and quotations.

Maintaining accurate records of client interactions and proposal submissions is also a key responsibility. Additionally, coordinating with underwriting and policy servicing teams to ensure timely processing of new applications is crucial.

  • Assist in onboarding new individual and corporate clients by collecting and verifying documentation.
  • Support the BD team in preparing customized health insurance proposals and quotations.
  • Maintain accurate records of client interactions and proposal submissions.
  • Coordinate with underwriting and policy servicing teams to ensure timely processing of new applications.
  • Respond to basic client queries related to product features, benefits, and application status.
  • Ensure compliance with Insurance Authority (IA) guidelines during client interactions.
  • Assist in scheduling meetings and presentations for BD executives.
  • Generate reports on lead conversion and client engagement metrics.
  • Support digital onboarding and CRM data entry processes.

A Bachelor's degree in Business Administration, Insurance, or related field is required. Basic understanding of health insurance products and services is essential. Proficiency in CRM systems and Microsoft Office tools is necessary. Strong communication and organizational skills are also required.

Fluency in Cantonese, Mandarin, and English (speak, read, and write) is essential.

Benefits

This role offers opportunities for professional growth and development. The company provides a supportive and collaborative work environment.

Requirements

0-4 years of experience in business development or a related field is preferred.

Skills and Qualifications
  • Bachelor's degree in Business Administration, Insurance, or related field.
  • Basic understanding of health insurance products and services.
  • Proficiency in CRM systems and Microsoft Office tools.
  • Strong communication and organizational skills.
  • Fluency in Cantonese, Mandarin, and English (speak, read, and write).