Client Value Management, Principal
Core
Design and drive customer retention and client experience initiatives for corporate (EB) and pension clients, translating insights into actionable programs to improve persistency.
Role type
Principal Client Value Management (Strategy & Operations)
Builds
Retention programs, frameworks, playbooks, and experience enhancements for corporate and pension portfolios
Domain
Insurance (Corporate/Employer Benefits & Pension)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Business strategy, customer retention, transformation initiatives, stakeholder engagement, C-level influence, project frameworking, data-driven decision making
Preferred skills
Consulting background, insurance industry knowledge, corporate servicing expertise, pension business knowledge, innovation definition
Technologies
N/A
Responsibilities
Develop customer retention initiatives aligned with business objectives; Identify attrition drivers and translate insights into structured programs; Design retention frameworks and playbooks for the Customer Retention team; Review client journeys and propose experience enhancements; Partner with Digital, IT, and Operations for experience-led initiatives; Define success metrics and tracking mechanisms; Prepare management updates and presentations for senior stakeholders
Seniority
Principal, strategy & mentorship