The Account Executive supports the Client Services team in delivering outstanding service to Red Asia's clients. The role combines operational execution, client support, insurer coordination and portfolio administration while providing a structured development path towards becoming an Account Manager.

This position is designed for individuals who wish to build a long-term career in insurance advisory and client relationship management.

Career Development Objective

This is not intended to be a purely administrative role. The successful candidate will progressively develop the technical, operational, and client management skills required to become an Account Manager responsible for an assigned client portfolio.

 

Typical progression:

Account Executive
↓
Senior Account Executive
↓
Account Manager
↓
Senior Account Manager

Key Responsibilities

1. Client & Team Support

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• Respond to client inquiries quickly and professionally.

• Assist Account Managers and the Head of Client Services with accounts.

• Gather necessary documentation and handle administrative follow-ups.

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2. Policy & Renewal Management

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• Prepare and maintain applications, policy records, renewals, and amendments.

• Coordinate timelines and create renewal comparisons/summaries for clients.

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3. Insurer Coordination & Claims

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• Submit information, follow up on quotes, and track underwriting requests.

• Assist with obtaining competitive terms and tracking claims progress.

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4. Data & Operations

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• Maintain accurate CRM (Odoo) records and SharePoint files.

• Support billing, payments, and report generation.

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Requirements

Qualifications

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• University degree or equivalent.

• Excellent English (written/spoken); Mandarin is strongly preferred; Cantonese is a plus.

• Prior experience in insurance, logistics, customer success, or B2B environments preferred.

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Key Skills

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• Strong organisation, attention to detail, and multi-tasking abilities.

• Clear, professional communication and proficiency with digital tools.

• Proactive, reliable, and eager to learn.

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Success & Promotion Criteria

Success means delivering accurate work, keeping organised files, and building strong client relationships. Promotions are based on capability and performance (technical knowledge, autonomy, and portfolio management) rather than tenure.

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What We Offer?

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• Comprehensive Health Insurance: Your well-being is our priority, with premium medical coverage included from day one.

• 25 Days Annual Leave: We believe in true work-life balance and give you plenty of time to recharge, relax, and pursue personal interests outside of work.

• Mentorship from Industry Experts: You won't just be doing administrative work; you will learn directly from seasoned insurance and risk management professionals through a structured career path.  

• Diverse & Friendly Team: Join a collaborative, supportive culture where your colleagues are trusted teammates, and everyone is invested in each other's success.

• A Clear Path: We promote based on performance and capability rather than tenure, allowing you to own your client portfolio over the long term and step into management.

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Ready to build your career with us? Please send your resume and a brief cover letter to careers@redasiainsurance.com.