Philpacific Insurance Brokers & Managers Inc. (Philinsure)
Philpacific Insurance Brokers & Managers Inc. (Philinsure)

Client Success Associate  

Philpacific Insurance Brokers & Managers Inc. (Philinsure)

 
  • San Juan, Philippines
    3F, 6780 Ayala Avenue, Legazpi Village, Makati, Metro Manila, Philippines, San Juan, Metro Manila, Philippines
    San Juan
    Metro Manila
    Philippines
    Philippines
  • Full timeFULL_TIME

Expired 3 years ago

2021-08-28T16:00:00+00:00
Job closed.

Job Description

Job Objective:
You will be supporting the Client Success Team (CST) with the main goal of ensuring service excellence for our existing accounts and for seamless transition of new accounts generated by our business development team to the marketing team. As CSA, you are expected to support the Sr. Relationships Manager for CST, to drive penetration of existing accounts and assist in generating new accounts. New accounts generation will be focused on Employee Benefits. Any penetration for non-life/non-EB accounts must be referred to the Philinsure Manila Non-Life Team for servicing.

KRA 1: Business Development Generation
Key Outputs:
a) Generate at least PhP250k in net commissions from penetration and referrals for new business, from directly managed accounts, in the first six (6) months with the company (which translates to at least PhP500k per year; approximately a conservative PhP6.25M in premiums, at an estimated average of 8% Philinsure commission on premiums);
b) Contribute to total CST commission generation from new business or penetration based on quarterly targets for the site to reach its goal of PhP35M in total commission by Dec. 25, 2021 (end of production year cut-off);
c) Do sufficient research, buyer persona profiling, and uploading of the same on HubSpot for institutional monitoring of penetration;
e) Regularly update Hubspot for status and information of penetration accounts; and
f) Work with the management team for product development, as needed by prospective clients, when necessary;

KRA 2: Prospect and Client Success Engagement
Key Outputs:
a) At least 95% retention of accounts assigned to him/her. In the event of a loss of account, this should only be attributable to client/corporate/industry shifts, and change management impacts and not due to loss to competitor brokers or insurers (note: secure account at all cost, even with reduced rates; General rule: “Once our account, always our account”);
b) Make the necessary professional presentations on behalf of the company, taking into account the proper branding, accuracy of information presented to clients, and the like; especially during periodic coordination and benefits utilization reporting to clients;
c) Fast and timely coordination with clients and focals, especially for:
c.1.) ensuring 100% approval of claims of clients;
c.2.) for approval of letters of guarantee (LOGs) or letters of authorization (LOAs);
c.3.) other similar service requests;
c.4.) rendering of periodic or quarterly updating meetings with clients and insurers,
where applicable; and
c.5.) conduct of benefits orientation and support to other online or live events of the
company to ensure holistic and robust health benefits support to clients;
d) Ensure accurate and proper documentation, as well as seamless/smooth transition of newly acquired clients (penetration accounts), to marketing/business development teams, with coordination for regular servicing, adhering to turn-around-times as prescribed by operations;
e) Make self available for client inquiries, orientations, and other similar issues, when and where applicable;
f) Ensure smooth coordination with other team members for proper handling of accounts;
g) Ensure proper and timely collection of commissions (as per SLA of 7 business days from time premium is paid by client to insurer) from existing and newly acquired accounts;
h) Perform other tasks necessary to realize at least 95% retention and 100% client satisfaction for the Company;

KRA 3: Administration
Key Outputs:
a) Provides accurate and thorough information to partners for more efficient overall service delivery;
b) Renders fast and accurate comparative analyses for quotations from providers, timely generation of request for proposals, as per service level agreements (SLAs)/Turn-around times (TATs) defined with Operations;
c) Timely follow-up of all endorsements, billings, and proposals from insurers;
d) Fast and accurate collection of required client documents including but not limited to AMLA documents (SEC Registration, Secretary Certificate, Articles of incorporation, General Information sheet, Signed conforme, and the like);
e) Assumes necessary administrative work for efficiency of the Ortigas team & general operations & provides timely, accurate information (ex. Requests from HRCC, Administration & General Services, Operations Support Team, Marketing Support Team, Technical Team, or other); and
f) Clear and positive contribution to (internal/external) client/partner reporting;
KRA 4: Support to Team Performance/Learning & Development for Self and Team
Key Outputs:
a) Provides timely response (peer coaching, where necessary; constructive feedback) to members of the team;
b) Demonstrates adherence to SLAs with internal and external clients;
c) Proactive in learning for self-improvement and shares knowledge with other team members for overall improvement of team performance; and
d) Practice of learning is incorporated in day-to-day activities (open to constructive feedback) evidenced by regularly updated online PIBMIO Weekly Planner and Hubspot.

Minimum Qualifications

• At least Three (3) years experience primarily in account management, with high attention for details especially in ensuring fulfilment of contracts and management of client services
• At least One (1) year experience in health/employee benefits (including life), or exposure to the rudiments of the same
• Graduate of BA/BS degree, preferably in business/management/marketing or a project management/communications-related course
• Proficient in MS Office applications
• Above Average intelligence and emotional quotients
• Good level of social intelligence
• Clear and concise written and verbal communication skills
• Work history is proof of high analytical, critical thinking skills, effective organization skills, and high people agility
• High level of organization and attention to detail
• Accomplishes tasks with minimal supervision

Perks and Benefits

  • Retirement Benefit PlansRetirement Benefit Plans
  • Special Leave Benefits for WomenSpecial Leave Benefits for Women
  • Paid HolidaysPaid Holidays
  • Medical / Health InsuranceMedical / Health Insurance
  • Paid Sick LeavePaid Sick Leave
  • Performance BonusPerformance Bonus
  • Paid Bereavement/Family LeavePaid Bereavement/Family Leave
  • Life InsuranceLife Insurance
  • Paid Vacation LeavePaid Vacation Leave
  • Maternity & Paternity LeaveMaternity & Paternity Leave
  • Medical, Prescription, Dental, or Vision PlansMedical, Prescription, Dental, or Vision Plans

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes
Office Address
Bonaventure Plaza, Ortigas Ave., cor. Connecticut, Greenhills, San Juan
Industry
Insurance
Vacancy
1 opening
Website
http://www.philinsure.com.ph/

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About Philpacific Insurance Brokers & Managers Inc. (Philinsure)

Philinsure is a most reputable, fast-growing and well-managed insurance broker in the Philippines. We are the only insurance brokerage with a major national presence, serving an expansive clientele in the three largest cities in the Philippines: Manila, Cebu and Davao. Since its founding in 2000, Philinsure has grown to be the 10th largest broker in the Philippines and we are the largest in the country, in terms of premiums generated.

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