Job ref no.: CT3119080-01#3471

Account Manager (Financial Services)

Lockton Companies (Hong Kong) Ltd

  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan


  • To provide professional insurance advice and day to day service on accounts and new enquiries
  • To engage Insurers to grow strong relationships and negotiate favorable terms to the benefit of our clients
  • To work with Lockton’s overseas offices and Lockton Global partner to complete the renewals and manage the changes, and manage accurate documentation of the placements on file for record.
  • To achieve business growth through penetration from existing client portfolio, cross selling to other departments and client referrals, and to provide support to the company and / or other Lockton offices on new business development projects as required.
  • To monitor premium payment and credit control from clients and overseas offices / partners.
  • To support the claims department on major and problematic claims, and facilitate the communication with the clients, the insurers and the overseas offices if appropriate.
  • To assist in the billing and document issuance / file management.
  • To take on duties as assigned



  • Tertiary education with minimum 3 years’ insurance experience
  • Working experience within a financial or professional services firm will be an advantage
  • Experience in dealing with clients, in person, on the phone and through email communication
  • Good organization skills, presentation skills and effective interpersonal skills
  • Handle multiple tasks and good job prioritization
  • A good and advocate team player
  • Proficiency in spoken and written English is essential, good at Mandarin is preferable
  • Good computer skills including MS Word, Excel and PowerPoint, knowledge in Chinese Word Processing will be an advantage
  • Less experienced candidate will also be considered as Assistant Account Manager


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We offer competitive salary and benefits package with great opportunity for career development to the successful candidate. Please send your detailed resume and expected salary to our Human Resources Department by clicking Apply Now (please put position applied on subject line).

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