Client Relationship Manager
21 hours ago
As a key member of the Client Relationship team, you will be responsible for managing a portfolio of corporate clients, maintaining high retention rates, and ensuring service excellence. This role also involves relationship-building to support new business opportunities and requires strong communication, coordination, and problem-solving skills to manage stakeholders effectively.
Key Responsibilities:
Manage and maintain a portfolio of clients with a focus on client satisfaction and retention.
Serve as the main point of contact for inquiries from clients, insurers, and brokers.
Drive high client retention through proactive relationship management and service delivery.
Attend and support meetings with clients, insurers, or brokers depending on the engagement channel.
Host regular engagement sessions (weekly, monthly, quarterly) with key stakeholders, including:
Scheduling and facilitating meetings
Preparing and presenting SLA reports (claims, contact centre metrics, panel utilization)
Taking and distributing meeting minutes
Driving actionable follow-ups and relationship strengthening
Collaborate with internal departments to resolve client issues and ensure timely service recovery.
Support relationship management for new business opportunities, including pre-sales engagement and onboarding of new clients.
Strengthen relationships with existing clients and actively identify upsell and referral opportunities.
Prepare client documentation including quotations, service agreements, and renewal packages.
Support audit and due diligence processes initiated by clients or insurers, working closely with internal stakeholders.
Maintain accurate records and data related to clients and insurers.
Generate and deliver monthly and ad-hoc reports for clients and insurers.
Provide general administrative support such as document sorting, filing, and data entry.
Follow up on accounts receivables with clients and insurers as needed.
Job Requirements:
Minimum of 5 years of relevant experience in client servicing, insurance, or related fields.
Prior experience in Employee Benefits or Corporate Solutions is highly preferred.
Strong ability to meet tight deadlines and work effectively across cross-functional teams.
Excellent verbal and written communication skills in English.
Proficient in Microsoft Office tools, particularly Excel and PowerPoint.
Demonstrated ability to manage conflict, resolve issues, and build strong relationships.
Comfortable working in a fast-paced, dynamic environment and adapting to evolving client and business needs.
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