Client Relation Manager - Finpro

The Client Relationship Manager, Finpro for Thailand will drive the growth and development of financial professional services in the region. This role demands a strategic thinker with deep financial services knowledge, strong leadership, and relationship-building skills. Responsibilities include overseeing high-quality service delivery, ensuring alignment with company objectives, and compliance with regulatory requirements.

Must Have

• Provide leadership with a strong client and colleague focus
• Ensure FINPRO policies align with global and Thailand business objectives
• Manage and support a team of senior leaders and professionals
• Set vision, strategy, and plans for the regional practice
• Identify, develop, and coach key talent, ensuring succession planning
• Overall responsibility for client relationship management and retention
• Accountability for achieving client service revenue budget, including retention and new business
• Design and deliver a comprehensive, end-to-end client service proposition
• Manage and maintain disciplined pricing of services
• Network with Regional Offices and Marsh Specialty Global FINPRO Practice to drive business opportunities
• Develop and execute Growth Business Plans, including enhanced collaboration and active sales funnel management
• Develop and grow local and international market relationships
• Drive increased use of data and analytics in client conversations and enhance data governance
• Deliver financial commentary and variance reports within deadlines
• Provide necessary new business support and cross-sell
• Monitor credit control discipline
• Drive operational efficiencies, implement improved internal processes, manage NOCs, and minimize E&Os
• Identify and mitigate key inherent and regulatory risks
• Oversee quality assurance framework and adherence to Client First Principles
• Supervise claims, proactively engaging teams to fast-track payments and escalate for favorable client outcomes
• Minimum 5 years broking, client service, or insurance industry experience in FINPRO
• Strong existing client and (re)insurer relationships
• Thorough technical knowledge of at least one Specialty line and general understanding of short-term insurance products
• Experience in designing and placing large and complex insurance programmes
• Demonstrated ability to drive new and expanded business
• Demonstrated ability to manage a team of highly skilled and senior professionals
• Demonstrated ability to deliver to strict deadlines
• Product development and project management capability
• Collaborative mindset
• Ability to thrive working under pressure

Good to Have

• Develop and implement strategic vision for financial professional services in Thailand
• Identify market opportunities and drive initiatives to enhance service offerings and client engagement
• Build and maintain strong relationships with key clients and stakeholders
• Act as the primary point of contact for major clients
• Lead, mentor, and develop a high-performing team of financial professionals
• Foster a culture of collaboration, innovation, and continuous improvement
• Oversee the delivery of financial professional services, ensuring high standards of quality and compliance
• Monitor project progress and performance, making adjustments as necessary
• Conduct market research and analysis to stay informed about industry trends and regulatory changes
• Utilize insights to inform strategic decisions and service development
• Manage the budget and financial performance of the division
• Ensure profitability and sustainability of service offerings
• Work closely with other departments and regional teams for integrated service delivery
• Participate in cross-functional initiatives to enhance market position

Perks & Benefits

• Competitive salary and performance-based bonuses
• Opportunities for professional development and career advancement
• A dynamic and inclusive work environment
• Comprehensive benefits package

Description:

Client Relationship Manager, Finpro for Thailand will be responsible for driving the growth and development of financial professional services within the region. This role requires a strategic thinker with a deep understanding of the financial services landscape, strong leadership skills, and the ability to build and maintain relationships with key stakeholders. This role will oversee the delivery of high-quality services to clients, ensuring alignment with the company's strategic objectives and compliance with regulatory requirements.

We will count on you to:

• Provide leadership that reflects a strong client and colleague focus and a commitment to delivering best-in-class services that benefit our clients
• Ensure that the FINPRO policies meet the strategic objectives of the Global FINPRO business aligning to Thailand business
• To manage and support a team of highly skilled senior leaders, professionals and managers;
• To set the vision, strategy and plans for the practice in the region;
• To identify, develop, and coach key talent and ensure succession planning;
• Overall responsibility for client relationship management and client retention;
• Full accountability for achieving client service revenue budget, including client retention and new and expanded business targets;
• Design and deliver a comprehensive, end-to-end client service proposition;
• To manage and maintain disciplined pricing of services;
• Networking with Regional Offices, Marsh’s correspondent network and the Marsh Specialty Global FINPRO Practice to drive revenue and business opportunities across ASIA.
• To develop and execute with the team managers and direct reports to deliver Growth Business Plans which should include but not be limited to:
• Enhanced collaboration across the teams and region
• Focus on turning around under-performing countries or businesses, by increased collaboration, mutual target setting and clear accountability;
• Maintain an active sales funnel (using Marshforce)
• To develop and grow local and international market relationships;
• To drive increased use of data and analytics in client conversations, and to enhance our data governance;
• Full responsibility for the delivery of financial commentary and variance reports and other financial information required within deadlines;
• Full responsibility for providing the necessary new business support and cross sell;
• To monitor credit control discipline
• Full responsibility for driving operational efficiencies within the team, including the implementation of improved internal processes and systems; manage NOC’s and minimize E&O’s in line with Marsh’s global standards;
• Identify and mitigate key inherent risks to Marsh’s objectives and regulatory risks, at the regional, country and business unit level;
• Oversee quality assurance framework, ensuring a robust First Line of Defence and adherence to Client First Principles.
• Claims supervision. Proactive approach to engage the right teams to fast-track claims payment and escalate in a timely fashion to ensure favorable outcome for clients.

What you need to have:

• 5 years (minimum) broking, client service and/or insurance industry experience in at least one Specialty line in Financial and Professional Liability (FINPRO) Practice.
• Strong existing client and (re)insurer relationships;
• Thorough technical knowledge of at least one Specialty line, but a general understanding of all short-term insurance products is necessary;
• Experience in the design and placement of large and complex insurance programmes;
• A demonstrated ability to drive new and expanded business;
• A demonstrated ability to manage a team of highly skilled and senior professionals;
• A demonstrated ability to delivery to strict deadlines;
• Product development and project management capability;
• Must be a collaborative candidate; and
• Must thrive working under pressure.

What makes you stand out:

Strategic Leadership:

• Develop and implement the strategic vision for financial professional services in Thailand.
• Identify market opportunities and drive initiatives to enhance service offerings and client engagement.

Client Relationship Management:

• Build and maintain strong relationships with key clients and stakeholders.
• Act as the primary point of contact for major clients, ensuring their needs are met and expectations exceeded.

Team Development:

• Lead, mentor, and develop a high-performing team of financial professionals.
• Foster a culture of collaboration, innovation, and continuous improvement within the team.

Service Delivery:

• Oversee the delivery of financial professional services, ensuring high standards of quality and compliance.
• Monitor project progress and performance, making adjustments as necessary to meet client objectives.

Market Analysis:

• Conduct market research and analysis to stay informed about industry trends, competitor activities, and regulatory changes.
• Utilize insights to inform strategic decisions and service development.

Financial Management:

• Manage the budget and financial performance of the financial professional services division.
• Ensure profitability and sustainability of service offerings.

Collaboration:

• Work closely with other departments and regional teams to ensure integrated service delivery and alignment with overall business goals.
• Participate in cross-functional initiatives to enhance the company's market position.

What We Offer:

• Competitive salary and performance-based bonuses.
• Opportunities for professional development and career advancement.
• A dynamic and inclusive work environment.
• Comprehensive benefits package.