Bowtie Life Insurance Company

Client Success Lead, Group Medical Business

Bowtie Life Insurance Company

full-time

Posted on:

Location Type: Hybrid

Location: Hong Kong • Hong Kong

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Job Level

Senior

About the role

  • Jumbo account management & retention
  • Identify and manage the health of our Top 10 Jumbo Accounts to ensure 100% retention
  • Build and maintain strong relationships with key decision-makers at our largest clients
  • Conduct mid-year reviews, claims analysis, and wellness planning to proactively demonstrate value before renewal
  • Develop and implement retention strategies to prevent "surprise" losses (e.g., service gaps)
  • Manage the "Manual to Digital" project to eliminate manual "eyeball checking" of proposals and forms
  • Develop and manage project plans to automate workflows in policy issuance, reporting, and wording reviews
  • Collaborate with Tech, Product, and Ops teams to implement digital submission links and enhance system reliability
  • Monitor operational risks and implement corrective actions to improve efficiency and accuracy
  • Manage the internal negotiation process with Pricing, Underwriting, and Reinsurance teams to secure competitive terms
  • Review policy wordings, contracts, and reinsurance arrangements to ensure compliance and commercial viability
  • Collaborate with cross-functional teams to resolve complex technical issues for the sales team
  • Align with the business's profitability goals by managing loss ratios and operational costs
  • Develop a deep understanding of portfolio data to provide strategic insights on renewal pricing and risk management
  • Collaborate with internal stakeholders to identify opportunities for "talent density" by removing low-value administrative tasks
  • Participate in company-wide initiatives to upgrade our operational capabilities

Requirements

  • At least 5+ years of experience in Client Service, Operations, or Underwriting within the Insurance/Employee Benefit industry
  • Strong project management skills with a track record of process improvement (automation/digitization)
  • Excellent technical knowledge of Group Medical products, policy wording, and reinsurance
  • Ability to work collaboratively in a team environment while leading change
  • Strong analytical skills (Excel/Data) to spot trends in claims and loss ratios
  • Knowledge of the healthcare industry and operational best practices is an asset
Benefits
  • Competitive package
  • Flexible work arrangement
  • Benefits include medical/ dental coverage and wellness programs
  • Employee discounts
  • Fun, co-operative, and flexible startup culture
  • Weekly sharing sessions and regular social gatherings
  • Excellent learning opportunities with Professional Development Sponsorship
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementprocess improvementautomationdigitizationGroup Medical productspolicy wordingreinsuranceanalytical skillsExceldata analysis
Soft Skills
client servicecollaborationleadershiprelationship managementstrategic insightsproblem-solvingcommunicationnegotiationoperational efficiencyteamwork