Senior Officer, Client Management
Core
Supports day-to-day client servicing, account maintenance, and renewal/growth initiatives for a portfolio of clients.
Role type
Senior IC client management officer
Builds
Client service delivery and retention
Domain
Insurance / Healthcare
Deliverable
client delivery
Required skills
client relationship management, account maintenance, data analysis, reporting, cross-functional collaboration, sales support, onboarding, complex case handling
Preferred skills
process improvement
Technologies
none stated
Responsibilities
Build and maintain positive working relationships with clients and brokers; Support the end-to-end client servicing and renewal process; Work closely with Account Managers to understand client needs and support retention; Assist in analysing client data and preparing reports; Support client engagements by ensuring timely responses to service requests; Participate in client meetings and presentations; Identify opportunities for cross-sell and upsell; Coordinate with internal teams to ensure seamless service delivery; Contribute to process improvement initiatives; Support onboarding of new clients; Assist in handling complex cases or regional accounts.
Seniority
Senior, hands-on IC