Beverly Chan

Observer
DISC Type : ic

Head of Claims Excellence at Bupa

Hong Kong, Hong Kong SAR

Overview

Beverly Chan is the Head of Claims Excellence at Bupa, where she leads enterprise claims strategy and large-scale transformation. Her expertise spans automation, governance, and operating model optimization in Medical and Life insurance. A Certified Health Information Management Professional, she leverages deep knowledge of claims systems and analytics to drive performance and deliver business impact.

There is no publicly available information about Beverlys personal life or interests.

She is a trusted authority in claims system design, data governance, and analytics, enabling disciplined, data-informed decision-making.

Personality Overview

Assertive

Curious

Value Driven

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Claims Transformation
Her entire career focuses on driving large-scale transformation in claims, covering automation (STP), governance, risk management, and operating model optimization.
Health Data Governance
As a Certified Health Information Management Professional with a HIM diploma, she is an authority on data governance, analytics, and claims system design.
Operational Excellence
She has consistently focused on embedding best-practice frameworks to improve efficiency, strengthen controls, and deliver measurable business impact.

Media Appearances

Beverly has no verified media appearances

Work History

8-2025
Head of Claims Excellence at Bupa
7-2024 - 8-2025
Senior Manager - Claims Process Enhancement at Bupa
3-2023 - 7-2024
Medical Services Head - Operational Management at HSBC
8-2021 - 3-2023
Manager - Operational Management at HSBC
12-2019 - 8-2021
Medical Claims, Manager at Generali

Education

Bachelor of Science from University of Guelph
Health Information Management (HIM) Diploma from Centre for Distance Education

More Information

Social Presence :

Prographics :

Exp : 16 Location : Hong Kong, Hong Kong SAR Job Level : Mid-senior Designation : Head of Claims Excellence at Bupa
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Insights For Selling To Beverly

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Focus on immediate action-items rather than the larger goals
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beverly is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Beverly

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Beverly move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Beverly take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Beverly

Personality Compatibility


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