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Senior Executive, Account Management

Job Description

Job Description:

  • Develop strong client relationship and understand the needs of clients on employee benefits and ensure placement with clients’ selected insurer/ program
  • Understand and stay current on each client’s business situation, strategy and HR, risk and finance needs and upsell/cross-sell  product that
  • Ensure renewal terms presented are fair and competitive by reviewing renewal terms and analysis of claims data
  • Pre-renewal and/or renewals meetings with clients
  • Conduct communication sessions on the benefits programme to employees as well as to any partners who need to understand the program
  • Handling of enquiries from both HR and employees
  • Preparation of renewal documents such as handbook, FAQs, Service Level Agreement
  • Be responsible for any follow up on the employee movement and underwriting requirements for the accounts assigned
  • Ensure prompt premium payment from accounts that are assigned

Job requirement:

  • Degree in any relevant discipline
  • Experience in CRM and/or broking is required
  • Product knowledge is an advantage
  • Good team player required as well as the ability to work well with senior and junior colleagues
  • Self-disciplined and organised
  • Good skills on MS systems including Word, Excel, Powerpoint required