Description
We are seeking a Senior Officer, Client Management to support the delivery of client management activities within the Client Services function.
The successful candidate will be responsible for providing day-to-day client servicing, supporting account maintenance, and assisting in renewal and growth initiatives.
Key responsibilities include:
- Building and maintaining positive working relationships with clients and brokers across an assigned portfolio
- Supporting the end-to-end client servicing and renewal process
- Working closely with Account Managers to understand client needs and monitor account status
- Assisting in analysing client data and preparing reports
- Supporting client engagements and responding to service requests
- Participating in client meetings and presentations
- Identifying potential opportunities within existing relationships
- Coordinating with internal teams to ensure seamless service delivery
- Contributing to process improvement initiatives
- Supporting onboarding and implementation of new clients
- Handling more complex cases or regional accounts under guidance from senior team members
To be successful in this role, you will need:
- A Bachelor's degree with 2+ years of relevant experience in insurance, client servicing, or account support
- Strong interpersonal and communication skills
- Basic analytical skills with the ability to interpret data
- Good command of English and Chinese
- A proactive, team-oriented approach with a positive can-do attitude