Account Manager – Employee Benefits Broker

Posted 09 June 2025
Salary HKD40000 - HKD55000 per month
LocationHong Kong
Job type Permanent
Discipline Insurance & Insuretech
ReferenceBH-2479

Job description

My client is a leading Employee Benefits (EB) brokerage with a strong reputation for delivering innovative, client-focused solutions. With decades of experience, they partner with employers to design competitive benefits packages that attract and retain top talent while ensuring cost efficiency and compliance.

We are seeking a dynamic Account Manager to join their growing team. This role is perfect for a proactive professional who thrives in client relationships, enjoys problem-solving, and is passionate about employee benefits.

Key Responsibilities:

  • Serve as the primary point of contact for assigned client accounts, ensuring exceptional service and satisfaction
  • Manage the renewal process, including marketing, carrier negotiations, and proposal presentations
  • Analyse client needs and recommend tailored benefit strategies (medical, dental, vision, life, disability, voluntary benefits, etc.)
  • Coordinate with carriers, vendors, and internal teams to resolve issues and ensure smooth plan administration
  • Educate clients and employees on benefit plans, compliance updates (ACA, ERISA, HIPAA), and industry trends
  • Assist with RFP responses, enrolment meetings, and employee communications
  • Maintain accurate client records in CRM and ensure timely follow-up
Requirements:
  • Bachelor’s degree in Business, HR, or related field
  • 5+ years of experience in employee benefits account management (brokerage or carrier side preferred)
  • Strong knowledge of group health insurance, ancillary benefits, and compliance regulations
  • Excellent communication, presentation, and negotiation skills
  • IIQE holder
  • Good command of Chinese (Cantonese and Mandarin) and English

To apply:
If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cleung@captarpartners.com