Client Value Management, Principal (Senior Manager)
Core
Design and drive customer retention and client experience initiatives for EB and pension clients, translating insights into actionable programs to improve persistency.
Role type
Senior Manager, Client Value Management
Builds
Retention programs, frameworks, playbooks, and experience enhancements for corporate and pension portfolios
Domain
Insurance (Corporate/Employer Benefits and Pension)
Required skills
Business strategy, customer retention, transformation initiatives, stakeholder engagement, project management, data analysis, presentation skills
Preferred skills
Consulting background, insurance industry knowledge, corporate servicing expertise, innovation definition
Technologies
N/A
Responsibilities
Develop and drive customer retention and client experience initiatives; Identify key retention opportunities and attrition drivers; Design retention programs and playbooks; Review client journeys and propose experience enhancements; Partner with Digital, IT, Operations, and Marketing; Define success metrics and tracking mechanisms; Prepare management updates and recommendations.
Seniority
Senior Manager, strategic leadership