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Corporate Account Manager - Beijing Office

Beijing | Posted: 20 november 2019, number: 14049

Corporate Account Manager - Beijing Office

Pacific Prime 20 november 2019 336
  • Employment: Full-time 


Expectations & Overview

The Account Management Team is a department dedicated to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities.  

The position requires you to be part of a team working seamlessly to prioritize the customer experience. As a key component of the team you need to be highly proficient in:

  •  Communication
  •  Company and customer expertise
  •  Strategic perspective
  •  Leadership
  •  Skilled negotiation
  •  Value-based selling


• Profile: Chinese National, ideally with oversea experience

• Salary: Based on experience 

Key Responsibilities 

As an Account Manager you are required to understand and work on both internal and external processes as well as being able to communicate properly with clients, insurance companies and other team members:

1. Renewal Process – RFP

o Create new RFP instructions (email or separate PDF) and checklist

o When available, provide key claims data as a table within the RFP instructions (do not share insurers info)

o Create Evaluation table template for insurers to complete (services, benefits, premium, adjustments etc.)

o Manage all negotiations on benefits, terms, pricing and obtain the required terms .

o Create all material as a report or presentation

o Review final proposal line-by-line including all benefits, exclusions, definitions and terminology

o Confirm any differences in administration functions, members adjustments, billing requirements etc.

o Obtain Final confirmation from the client on proposal

2. Renewal Administration

o Request all application material (application form, payment guarantee, billing info, etc.)

o Review if all documentation is correct

o Send all application material and review with client as required

o Confirm completed material is correct

o Email group administration with all information

o Confirm all premiums and commission levels are correct in the YS

o Confirm e-Pack material and date to be issued

o Confirm date for Membership Cards to be received

o Confirm employee handbook is correct

o Staff communication email and orientation/information PDF

o Confirm Orientation Schedule (new & returning staff)

o Update the web portal to include all required information

3. Claim Analysis and Reporting

o When available, request quarterly claims report after quarter has ended

o Prepare claims analysis excel table

o Create claims report (presentation or report format depending on client requirements)

o Update data analysis (if required)

o Send Insurer claims report and email analysis on abnormal activity

o Provide full reporting only if required by specific client

4. Account Servicing & Management

o All questions on benefits, claims, DB etc. from HR/decision makers/influencer

o Unresolved eligibility issues (problems GA cannot solve)

o Unresolved claim issues (problems Claim Team cannot solve

o General questions about coverage, DB, claims, other info

o Any escalation

o Major issues and escalations to management

o Quarterly Meetings and/or Regular Catch-up with decision makers

o Preparation of all meeting materials - i.e. Reports, PPT's etc.

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Pacific Prime
Pacific Prime is an insurance advisor that offers local insurance solutions and a wide range of heal...
th plans and cover for individuals and families. We provide free quotations along with expert independent advice for clients in person, over the phone and on the internet. We represent our clients' interests and offer unbiased and helpful advice so you can find the best insurance solutions.
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