Senior Manager / Associate Director, Account Management (Health & Benefits)

Company:

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.

This role serves 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. He/she leads the team in delivering timely and high-quality advice.

We will count on you to:

• 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.

What you need to have:

• 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.
• Ability to build relationships by communicating, influencing and negotiating effectively with team members.
• Practical understanding of insurance broking, renewals, insurer engagement, client servicing, and the administration of health and benefits programs.
• Strong client and stakeholder management skills, with the ability to build trusted relationships and communicate effectively with clients, insurers, and internal teams.
• Self-initiative and curiosity in health and benefits sector. Self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
• Project management skills, in planning the different milestones to achieve and execute in a timely manner with strong commitment on quality.
• 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:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.