Client Success Lead, Group Medical Business

Bowtie Life Insurance Company

Client Success & Operations Lead managing Jumbo Accounts and implementing retention strategies at Bowtie Life Insurance Company, a virtual insurer in Hong Kong.

Posted 4/8/2026full-timeHong Kong • 🇭🇰 Hong KongSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementprocess improvementautomationdigitizationGroup Medical productspolicy wordingreinsuranceanalytical skillsExceldata analysis

Soft Skills

client servicecollaborationleadershiprelationship managementstrategic insightsproblem-solvingcommunicationnegotiationoperational efficiencyteamwork