Senior Officer, Client Management
Core
Provides day-to-day client servicing, account maintenance, and support for renewal and growth initiatives within the Client Services function.
Role type
Senior IC client management officer
Builds
Client service delivery and retention/growth outcomes
Domain
Health insurance / Client services
Deliverable
client delivery
Required skills
client relationship management, account maintenance, renewal process coordination, data analysis for reporting, cross-functional collaboration, sales support (cross-sell/upsell), onboarding support, complex case handling
Preferred skills
process improvement, stakeholder management
Technologies
none stated
Responsibilities
Build and maintain positive working relationships with clients and brokers; Support end-to-end client servicing and renewal process; Work with Account Managers to monitor account status and support retention; Analyze client data and prepare reports on utilization trends; Respond to service requests including escalated claims and billing enquiries; Participate in client meetings to communicate product updates; Identify opportunities for cross-sell and upsell; Coordinate with internal teams for seamless service delivery; Support onboarding of new clients; Assist in handling complex cases under guidance
Seniority
Mid-level, hands-on IC