Senior Manager, Customer Value Management, FI
Morgan McKinley
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
Job Responsibilities
Customer Retention and Loyalty
Customer Retention and Loyalty
- Reduce churn: Create strategies to stop customers from canceling their insurance policies.
- Build loyalty programs: Design rewards and engagement plans to keep customers happy.
- Identify at-risk clients: Use data to spot clients who might leave and win them back.
- Grow revenue: Encourage current policyholders to buy additional or higher-value insurance products.
- Target campaigns: Direct the right insurance offers to the right customers at the perfect time.
- Optimize journeys: Improve the digital and physical touchpoints where customers buy products.
- Segment customers: Group clients by their behavior, needs, and financial value to the company.
- Predict behavior: Use data models to forecast what insurance products a customer will need next.
- Track performance: Monitor key metrics like Customer Lifetime Value (CLV) and Return on Investment (ROI).
- Bachelor's degree holder
- A minimum of 10 years of experience of business development or customer value management gained from large financial institutions
- Fluent Cantonese, English and preferably Mandarin