Account Manager (Retention, Medical/Health Insurance)
- One of the leading insurers with a global presence
- Global broker management
- Open to sales-driven individuals from banking/financial institutions
About the Company
My client is a prestigious insurer with a global presence. They are looking for a sales-driven individual to manage global brokers.
About the Job
Open to individuals from other banking and/or financial institutions who are ready to take on an account management consultation role at an insurer.
...- Oversee assigned individual member accounts, focusing on retention, growth, pricing negotiations, and timely policy renewals
- Provide exceptional customer service by handling daily client issues, adhering to best practices, coordinating with relevant business areas, and communicating with third parties when necessary
- Maintain up-to-date product and service knowledge to educate members or intermediaries and offer informed recommendations
- Attend meetings with members/intermediaries, ensuring excellent service, relationship building, and continuous communication
- Collaborate with portfolio members/intermediaries to achieve mutually beneficial solutions for both the customer and Bupa Global, while gathering insights to enhance market position
- Regularly update member records to ensure data integrity and compliance, completing administrative tasks within deadlines
- Build professional relationships with team members and other departments within Bupa Group, promoting the International Direct Sales and Intermediary Team and identifying sales lead opportunities
- Manage administrative duties alongside phone calls through effective time management, and prioritize workloads to meet service level agreements
- Champion change and maintain a positive attitude, continuously improving sales techniques through training and coaching
- Stay informed about competitor activities and products, sharing new information with colleagues, and addressing complaints competently, escalating when necessary
Requirements
- Essential background in account management
- Strong skills in negotiation, communication, and presentations
- Necessary experience in handling a portfolio and direct client interactions
- Preferably some exposure to the healthcare market and insurance sector
- Desirable to have a high level of technical and product knowledge of Bupa Global offerings
- Proficiency in English and Cantonese is mandatory; additional language skills such as Mandarin are beneficial
- Proven record in sales/account management within the insurance industry
- Good geographical understanding, global awareness, cultural sensitivity, and consideration of different time zones
Apply
For interested parties, please click 'Apply". Should you have any inquiries, please reach out to Demi Poon at demipoon@randstad.com.hk.
