Client Relationship Manager (Insurance)

Location: 香港
Job Type: Permanent
Industry: 行销及市务
Reference: 34661_1700474272
Job Published: 2023年11月20日 17:57
  • Insurance Domain / Insurtech
  • Strong Account Management
  • P & L Responsibilities

Role Responsibilities

  • The CRM will be accountable for managing, retaining and developing Insurance accounts / portfolio and driving growth
  • Serving as the primary management contact and client liaison, develop 'Trusted Advisor' relationships with CxOs and other key stakeholders
  • Manage client expectations, provide updates to the senior management, and participate in steering review meetings
  • Identify strategic initiatives that help client's business achieve their goals and drive transformational programs
  • Provide thought leadership / innovation in managing strategic customers
  • Drive growth and customer satisfaction in the accounts / portfolio
  • Drive account mining / penetration strategies and actively manage pipeline for growth and development of the account / portfolio
  • Responsible for managing the P&L of portfolio, business planning / budgeting, negotiate commercial terms
  • Work with the delivery team and third-party vendors to ensure that project risks are minimized and project goals are met


  • Over 10 years of experience in account management, domain consulting, business development activities in IT service industry with proven track record in managing global and local insurance clients
  • Strong business development professional with proven track record
  • Strong knowledge of Hong Kong market across technology and business segments and connection with senior executives within the Insurance sector
  • Thorough domain knowledge with awareness / expertise in latest digital innovations in the industry / domain
  • Knowledge of leading Insurance IT Products in the market and ability to build partnership ecosystem with vendors and Insurtech will be an added advantage
  • Experience in an onsite / offshore model
  • Experience in large IT project implementations with a good awareness of the tools and technologies used in large scale business