CareerPlanSign in

Account Manager / Account Executive

shanghai, Shanghai, cn🌐 Remote💼 Full-time🗓 2026-03-16 → 2026-09-25

Core

Manage and grow existing client portfolios for trade credit insurance and related financial services, ensuring profitability and account penetration.

Role type

Senior Account Manager / Account Executive (Credit Insurance & Financial Services)

Builds

Trade credit insurance policies, business information reports, debt collection strategies, surety bonds, and factoring solutions

Domain

Insurance, Financial Services, Trade Finance

Deliverable

client delivery

Required skills

sales strategy, portfolio management, customer relationship management, bid preparation, market intelligence, cross-selling, risk underwriting collaboration, compliance adherence, performance reporting

Preferred skills

experience in multicultural/international environments, knowledge of credit insurance, financial institutions, claims, or factoring

Technologies

reporting tools, e-learning platforms, languages platform

Responsibilities

Execute marketing action plans and market intelligence updates; maintain and expand relationships with existing clients and intermediaries; prepare bids, price quotations, and renewal offers; monitor performance against sales targets; coordinate internal stakeholders for timely service; ensure prudent commercial underwriting and adherence to compliance standards; report on customer needs and competitive activities.

Seniority

Senior, hands-on IC

Sourced via smartrecruiters · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.