Description
This is a senior role responsible for leading client relationships, account management, and the delivery of health and benefits broking and consulting solutions for a portfolio of corporate clients.
As a Senior Client Manager, you will serve as a senior client contact point and trusted advisor, with accountability for client retention, renewal strategy, insurer engagement, service quality, team leadership, and the overall performance of assigned accounts. You will lead the team in delivering timely and high-quality advice.
Key Responsibilities:
- Lead client account management activities for assigned corporate clients, serving as a senior point of contact and ensuring the effective delivery of client service objectives.
- Develop and maintain strong client relationships by understanding client business priorities, benefits strategy, and service expectations, and by providing timely, high-quality support and advice.
- Oversee day-to-day service delivery and coordinate account management team and internal teams to meet client needs.
- Ensure accurate and timely management of policy documentation, plan implementation, claims, billing, eligibility, administration, renewals, and other account servicing matters.
- Set and lead client account strategies, including renewal planning, market engagement, insurer negotiations, retention, portfolio development, and identification of opportunities to expand relationships.
- Oversee broking exercises, renewals, requests for proposals, and market reviews, ensuring that client requirements are clearly defined, insurer responses are evaluated, and recommendations are commercially robust and well supported.
- Monitor service quality and account performance, proactively identifying areas for improvement and ensuring that service standards, deadlines, and client commitments are consistently met.
- Provide guidance and mentorship to junior team members, as appropriate, to support team development and effective delivery of account management services.
- Ensure compliance with internal processes and regulatory requirements, maintaining appropriate documentation and adherence to company standards and governance practices.
- Contribute to business development and market growth by supporting tender/RFP, developing client expansions, sharing market insight, and strengthening the team’s broking and consulting capabilities.
Requirements:
- University degree in a related discipline or other relevant qualifications.
- 8+ years of solid account management experience in health & benefits, insurance, and/or insurance broking.
- Strong client and stakeholder management skills, with the ability to build trusted relationships and communicate effectively with clients, insurers, and internal teams.
- Ability to work effectively with internal teams, clients, and external partners.
- Practical understanding of insurance broking, renewals, insurer engagement, client servicing, and the administration of health and benefits programs.
- Strong proficiency in Microsoft Excel, Word, and PowerPoint is essential.
- Strong language capabilities in spoken and written English, Cantonese, and Mandarin.
Why Join Our Team:
- Professional development opportunities, interesting work, and supportive leaders.
- A vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
- A range of career opportunities, as well as benefits and rewards to enhance your well-being.