Corporate and SME Client Manager
HybridHong Kong, Hong Kong
Job Summary
Manage and develop a portfolio of SME and Corporate customers to achieve retention, growth, and profitability objectives in Hong Kong. Build trusted adviser relationships with key client decision-makers, HR leaders, and broker partners while developing and executing annual account plans. Conduct regular portfolio reviews to identify risks, opportunities, and client needs, ensuring effective onboarding and ongoing relationship management. Lead the renewal process for assigned accounts, delivering agreed retention targets and identifying opportunities for membership growth, upselling, and cross-selling. Collaborate with internal stakeholders across Sales, Pricing, Underwriting, Operations, Marketing, and Customer Service to ensure seamless customer outcomes aligned with strategic objectives.
Required Qualifications
- Bachelor's degree or equivalent professional experience
- Proven experience in Corporate Account Management
- Proven experience in Employee Benefits
- Proven experience in Insurance
- Proven experience in Financial Services
- Proven experience in Relationship Management
- Demonstrated success delivering customer retention and revenue growth targets
- Strong stakeholder management capability across internal and external audiences
- Experience managing international private medical insurance (IPMI)
- Understanding of employee benefits and health insurance solutions
- Knowledge of underwriting and pricing principles
- Strong Microsoft Excel proficiency
- Strong PowerPoint proficiency
- Strong CRM proficiency
Desired Qualifications
- Experience managing international private medical insurance (IPMI), employee benefits or corporate healthcare programmes is advantageous
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.