Corporate and SME Client Manager

Bupa
Hong Kong
Workplace: HybridFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Relationship building","Stakeholder management","Customer retention","Revenue growth","Customer-first mindset"]

Own and grow Bupa Global’s SME and Corporate client portfolio in Hong Kong by driving retention, profitability, and long-term broker and customer partnerships. Lead renewal processes, identify membership growth through upselling and cross-selling, and run regular portfolio and business reviews. Partner across Sales, Pricing, Underwriting, Operations, Marketing, and Customer Service to deliver customer-first outcomes aligned with risk appetite and governance standards.

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FursaFursa
Bupa
Bupa
1 month ago

Corporate and SME Client Manager

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Last checked: 27 days agoStatus: Live

Job Summary

Own and grow Bupa Global’s SME and Corporate client portfolio in Hong Kong by driving retention, profitability, and long-term broker and customer partnerships. Lead renewal processes, identify membership growth through upselling and cross-selling, and run regular portfolio and business reviews. Partner across Sales, Pricing, Underwriting, Operations, Marketing, and Customer Service to deliver customer-first outcomes aligned with risk appetite and governance standards.
Location: Hong Kong
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Manage and develop an SME and Corporate client portfolio to achieve retention, growth, and profitability objectives.
  • •Serve as primary relationship owner for assigned broker and client accounts, building trusted adviser relationships with key decision-makers and employee benefits managers.
  • •Develop and execute annual account plans and conduct regular portfolio and customer business reviews to identify risks and opportunities.
  • •Lead renewal processes for assigned accounts and deliver retention targets; identify upselling and cross-selling opportunities for membership growth.
  • •Collaborate with internal stakeholders across Sales, Pricing, Underwriting, Operations, Marketing, and Customer Service to deliver seamless customer outcomes and ensure compliance with governance and risk appetite.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •Proven experience in Corporate Account Management, Employee Benefits, Insurance, Financial Services, or Relationship Management.
  • •Demonstrated success delivering customer retention and revenue growth targets.
  • •Strong stakeholder management capability across internal and external audiences.
  • •Experience managing international private medical insurance (IPMI), employee benefits, or corporate healthcare programmes; knowledge of underwriting and pricing principles is advantageous.
Experience:InsuranceEmployee benefitsFinancial servicesPrivate medical insurance
Education:Bachelor's
Skills:Relationship buildingStakeholder managementCustomer retentionRevenue growthCustomer-first mindset
Tech Stack:Microsoft ExcelMicrosoft PowerPointCRM

Company Brief

Bupa
Bupa is an international healthcare group offering health insurance, care homes, hospitals, dental clinics, and health services. It provides private medical insurance and integrated care solutions across multiple countries for individuals and employers.
Industry: Health Insurance (Payers)
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: London, United Kingdom
Founded: 1947
WebsiteLinkedIn