Client Servicing Manager
Salary undisclosed
Checking job availability...
Original
Simplified
You will be part of the Client Relationship team, providing both Sales and Administration support including but not limited to the following responsibilities:
- Manage a portfolio of Insurers Clients
- Key accountability is client retention
- Receive and respond to Client/Insurers/Brokers enquiries
- Attend meetings with insurer/broker depending on the channel
- Lead regular (quarterly /monthly / weekly) meetings with key clients or insurer & brokers
- Lead CRM monthly meeting including sending out series of invite, sending the collated SLA decks (claims, contact centre, panel utilisation) to the insurers, as well as minutes of meeting and to facilitate the meeting.
- Coordinate with internal stakeholders to troubleshoot issues, resolution and perform service recovery where required.
- Build strong relationships with existing client and actively identify upsell and referral opportunities within our existing customer base
- Preparation of documentations, health screening packages quotations, service agreements
- Assist with audit requirements and due diligence by Clients/Insurers with our internal stakeholders
- Data entry and maintenance of corporate client/ insurer database
- Preparation of monthly/ ad-hoc Client/Insurer reporting requirements
- Support the department in administrative duties such as document sorting and filing
- Assist with Client/Insurers follow-ups on accounts receivables where required.
- Undertake any ad-hoc tasks where required.
Job requirements:
- Possess at least 5 years solid years of experience in relevant servicing/insurance fields.
- Prior experience in Employee Benefits or Corporate Solutions is an added advantage
- Strong ability to meet tight deadlines and work collaboratively across teams
- Excellent written and verbal communication skills in English
- Excellent proficiency in Microsoft Office (e.g., Excel, Powerpoint)
- Proven conflict resolution skills and the ability to build strong relationships
- Comfortable working in a fast-paced, dynamic environment and adapting to changing business needs
You will be part of the Client Relationship team, providing both Sales and Administration support including but not limited to the following responsibilities:
- Manage a portfolio of Insurers Clients
- Key accountability is client retention
- Receive and respond to Client/Insurers/Brokers enquiries
- Attend meetings with insurer/broker depending on the channel
- Lead regular (quarterly /monthly / weekly) meetings with key clients or insurer & brokers
- Lead CRM monthly meeting including sending out series of invite, sending the collated SLA decks (claims, contact centre, panel utilisation) to the insurers, as well as minutes of meeting and to facilitate the meeting.
- Coordinate with internal stakeholders to troubleshoot issues, resolution and perform service recovery where required.
- Build strong relationships with existing client and actively identify upsell and referral opportunities within our existing customer base
- Preparation of documentations, health screening packages quotations, service agreements
- Assist with audit requirements and due diligence by Clients/Insurers with our internal stakeholders
- Data entry and maintenance of corporate client/ insurer database
- Preparation of monthly/ ad-hoc Client/Insurer reporting requirements
- Support the department in administrative duties such as document sorting and filing
- Assist with Client/Insurers follow-ups on accounts receivables where required.
- Undertake any ad-hoc tasks where required.
Job requirements:
- Possess at least 5 years solid years of experience in relevant servicing/insurance fields.
- Prior experience in Employee Benefits or Corporate Solutions is an added advantage
- Strong ability to meet tight deadlines and work collaboratively across teams
- Excellent written and verbal communication skills in English
- Excellent proficiency in Microsoft Office (e.g., Excel, Powerpoint)
- Proven conflict resolution skills and the ability to build strong relationships
- Comfortable working in a fast-paced, dynamic environment and adapting to changing business needs