Lead Qualifier
Core
Act as the first point of engagement to qualify inbound leads for Bupa Global's international private medical insurance (IPMI) and route them to appropriate sales channels.
Role type
Lead Qualifier (Sales Support)
Builds
Qualified leads for Health Insurance Specialists and Direct Sales Advisors
Domain
International Health Insurance / Financial Services
Deliverable
client delivery
Required skills
Lead qualification, pre-sales, telemarketing, client onboarding, CRM tools usage, data capture, high-volume communication handling, regulatory compliance awareness
Preferred skills
International insurance knowledge, high-value financial products familiarity, Cantonese/Mandarin fluency
Technologies
CRM systems
Responsibilities
Monitor and manage lead inflow from referral pathways, contact referred clients to confirm interest and gather qualifying info, conduct pre-screening against IPMI eligibility guidelines, route qualified leads to correct sales channels, log lead activity and outcomes in CRM, flag complex or high-risk prospects, support relationship managers with lead status updates, assist with reporting and dashboard improvements
Seniority
Individual Contributor