Key Responsibilities
The Partner Account Manager role is specifically designed to support clients referred by Pacific Prime's various partners. As a Partner Account Manager, you will oversee, renew, and manage a portfolio of corporate clients. You will be also working with new clients that are referred directly by nurturing relationships with existing and new partners from our global network. In this role, you will be responsible for all internal and external communications with insurers, partners, and clients, ensuring that all parties adhere to the correct processes and comply with Pacific Prime's standards. You will play a crucial role in cultivating relationships with partners, providing them with exceptional service and support, and helping them enhance their employee benefits offerings to meet client needs through our localized value proposition. 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
- Skilled negotiation
- Value-based selling
You can expect to work with a dynamic team serving a verity of SME, mid-sized and multi-national organizations, and to hone your professional skills in the fast-evolving employee benefits industry.
Responsibilities:
Advisory
- Conducting technical reviews, such as benchmarking and gap analysis
- Providing advice directly to clients and partners on placement design, potential coverage enhancements, pricing, etc
- Designing and tailoring insurance solutions for clients, and execute instructions as received from clients/broker partners.
- Actively supporting the Pacific Prime global network of broker and non-broker partners by fostering relationships with Worldwide Broker Network [WBN] and other organizations/partners
New Client Management
- Working closely with Global team/partners and providing organizational and technical support
- Detailing Pacific Prime services to clients and broker partners.
- Handle placement of new clients cases assigned and on-going management of policies
- Liaising with various broker partners for referrals, onboarding of clients, remarketing, issuance of policies, implementation and any other requirements requested.
Account Management
- Maintaining fruitful relationships with existing customers and broker partners.
- Proactively managing and renewing a portfolio of existing group client accounts of various sizes and premium values
- Review final proposal line-by-line including all benefits, exclusions, definitions and terminology
- Providing clients and broker partners with local market knowledge and updates
- Liaising with other group offices to service client/broker partner needs
- Coordinating with the administration team for the renewal process and paperwork from pre-renewal stage to post renewal until completion of payment
- Create claims report (presentation or report format depending on client requirements)
- Responsible for accurately arranging the input into our internal CRM/YS all revenue share arrangements or double checking the accuracy per given country coordinated per your office
KPI's
- Ability to lead initiatives, think independently, ask for support when needed and think laterally.
- You will work in a fast-paced growth environment with energy and vigour.
- An appreciation of the global nature of the role and that time zones can determine availability.
- You will own your role and actions.
- Ability to obtain/maintain the required professional insurance licensing [dependent on location]
- Develop and oversee workflows.
- You will engage the Pacific Prime global team and Partners alike and facilitate collaboration.
- Motivated by building from scratch and finding creative solutions.
- Dealing with different cultures, you will have great communication and listening skills and an ability to recognise that there is a diversity to your solutions and communication.
- Strong written and oral communication skills
- You will be expert in your use of technology and programs such as Microsoft Office., in particularly Excel, and our internal platforms/systems, YS, PCP, CXA Flex
The willingness to complete additional duties and take on additional responsibility as the need arises.
Requirements
- Diploma in any relevant discipline
- Minimum regulatory requirements (BCP, PGI, ComGI, HI, M5 and M9) for registration with MAS
- Prior experience is a must
- Excellent interpersonal and communication skills
- Good analytical mind with strong business acumen
- Strong negotiation and organizational skills
- Service-driven with a strong a passion for excellence
