Senior Manager, Loyalty & Partnership

Sun Life Financial, Inc. · Other US Location

Company

Sun Life Financial, Inc.

Location

Other US Location

Type

Full Time

Job Description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job Responsibilities

Client Engagement and Loyalty:

  • Lead the design and end-to-end development of client engagement and loyalty programs, working collaboratively with cross-functional business teams to launch seamless initiatives. Develop client insights through data-driven analysis, explore feasibilities, and drive the required business results. Ensure smooth implementation and launch of the programs by managing stakeholder approvals and addressing comments from various parties.
  • Proactively identify business opportunities by understanding the profitability mix of products and mapping distinctive product propositions with target client segments based on demographics and client needs. Build a sustainable and effective client engagement and loyalty strategy to achieve the company's business objectives, ensuring a balance between sales and profitability.
  • Formulate and implement integrated client engagement and loyalty strategies that are aligned with product propositions. Leverage segmentation and analysis to identify target client segments for the best fit of products and trigger sales opportunities, including expanding sales opportunities for existing clients and acquiring new business.

Client Experience and Partnership:

  • Conduct in-depth business portfolio reviews and product-specific analyses to drive the client experience strategy and increase client satisfaction. Utilize data analysis and segmentation methodologies to make and implement recommendations. Draw insights from data and client experience teams to provide impactful inputs for client experience enhancement, and adopt a continuous test-and-learn approach to improve future initiatives.
  • Lead and motivate the team, as well as stakeholders from cross-functional teams, to support the drive and implementation of client engagement and loyalty initiatives. Sustain a high-performance and collaborative culture, ensuring the team operates with self-discipline and business rigor, as client data access is involved. Actively participate in and lead cross-functional initiatives across the organization.
  • Collaborate with other marketing sub-teams on various online and offline platforms to maximize client engagement and optimize messaging to enhance media efficiency and budget allocation.
  • Effectively allocate the client engagement budget throughout the year to achieve business targets and maximize return on investment (ROI). Ensure the actual incentive cost during the fulfillment period aligns with the accrual period.

Job Requirements

  • Bachelor’s degree in Marketing, Business Administration, or related field
  • Minimum 10 years of experience in client engagement, campaign management, or related field, with at least 2 years of experience in a leadership role
  • Proven track record in delivering client strategy that drive business results, preferably in the insurance industry
  • Excellent communication, presentation, project management, analytical and collaboration skills, with the ability to work independently and as part of a team
  • Experience with client proposition, segmentation, targeting and CRM
  • Experience managing budgets and developing ROI analysis

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 12 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Marketing

Posting End Date:

30/10/2024

Apply Now

Date Posted

09/17/2024

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