Client Insurance Relationship Manager (Non-sales role)

Job Responsibilities:

• Lead and execute annual policy reviews for customers, ensuring timely follow-up on inquiries from both clients and internal teams to deliver high-quality service outcomes.
• Manage incoming requests and questions with full accountability-this includes case oversight, coordination across departments, and making informed decisions when needed.
• Foster strong working relationships with key stakeholders, including consultants, bankers, and clients, by proactively organizing engagement initiatives and collaborative activities.
• Maintain and deepen existing partnerships with clients and external contacts, while also identifying opportunities to expand the client base.
• Develop strategies to attract new prospects and actively pursue potential business leads.
• Handle a variety of general and technical inquiries via phone and email, ensuring prompt and professional responses.
• Guarantee that all shared information is current, accurate, and aligned with the company's offerings and service standards-whether proactively communicated or in response to queries.
• Collaborate effectively within the team and across departments to support shared goals and initiatives.
• Provide backup support to the Policy Administration team when needed, which may include preparing materials for policy reviews and other related tasks.

Job Requirements:

• - University degree required; additional insurance-related certifications are highly desirable
• - At least 5 years of hands-on experience in customer service, preferably within the insurance sector
• - Proven ability to manage multiple tasks efficiently, with strong organizational and analytical thinking
• - Demonstrates accountability and a proactive approach to problem-solving
• - Self-motivated, eager to acquire new skills, and maintains a positive, solution-oriented mindset
• - Strong interpersonal skills with the ability to build rapport across teams and clients
• - Fluent in English, Cantonese, and Mandarin, with excellent written and verbal communication abilities
• - Proficient in Microsoft Office applications and capable of typing in both Traditional and Simplified Chinese