sr. client success AssociatePhilpacific Insurance Brokers & Managers Inc. (Philinsure)

JOB DESCRIPTION
KEY RESULT AREAS & OUTPUTS
 
KRA 1: Business Development Generation
 
Key Outputs:
 
Assist the SBU in the total Business Development Commission generation in achieving the 15% penetration across accounts assigned.
Work with the management team for product development, as needed by prospective clients, when and where necessary; and
Develop and work with the Business Development team to strategically and effectively source, manage and implement new business opportunities.
 
 
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 negotiation, representation and presentations, on the company’s behalf, taking into account the proper branding, accuracy of information presented to clients, partner-insurers, and the like; especially during periodic coordination, availment review, and benefits utilization reporting to clients, as well as during renewal negotiations with insurers;
 
c) Fast and timely coordination with clients and focals, especially for:
c.1)         ensuring 100% approval of claims of clients;
c.2)         transmittals and approval of endorsements, letters of guarantee (LOGs) or letters of authorization (LOAs);
c.3)         other similar service requests and submission of regular reports as agreed with insurers and clients; and
c.4)         rendering of periodic or quarterly updating meetings with clients and insurers, when and where applicable;
 
c) Ensure effective prospecting and renewal discussions by ensuring responsive proposals that have proper benchmarking studies or analyses, comparative reports, utilization reports, and the like;
 
d) Ensure accurate and proper documentation, as well as seamless transition of newly acquired clients (penetration accounts), to other members of the marketing/business development team, with coordination for regular servicing, adhering to turn-around-times as prescribed by clients and site operations;
 
Make self available for prospect and client inquiries, orientations, and other similar initiatives, when and where applicable;
 
Build and promote strong, long-lasting customer relationships by understanding their needs, establishing and sustaining rapport with key accounts by realizing periodic visits, exploring specific client needs, anticipating new opportunities with clients;
 
Ensure smooth coordination with other team members for proper handling of accounts;
 
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; and
 
Perform other tasks necessary to realize at least 95% retention and 100% client satisfaction for the Company.
 
 
KRA 3: Administration
 
Key Outputs:
 
a) Provide accurate and thorough information to partners for more efficient overall service delivery;
 
b) Render fast and accurate comparative analyses for quotations from insurers, timely generation of request for proposals, as per service level agreements (SLAs)/Turn-around times (TATs) defined by site operations; and
 
c) Clear and positive contribution to (internal/external) client/partner reporting including but not limited to:
 
c.1)     Tracking of daily transactions received from various touch points and ensuring  requests are properly attended to;
c.2)     Receives and handles phone-in and written client inquiries and concerns on proposal, benefits and availments for VIPs;
c.3)     Coordination with insurers, customers, and other groups to ensure completion of support requirements within agreed quality and timeline;
c.4)     Securing and annually updating all compliances of clients and partners into online platforms (ex. KYC platform) ensuring compliance to Insurance Commission mandates to brokers, Data Privacy Act, and AMLA implementation towards protecting Philinsure’s corporate sustainability;
c.5)     Presenting overall strategy and budget for any business development initiatives, campaigns, or programs, outside regular activities for team leader/site lead approval while also prudently managing resources within team/site/company budgetary guidelines, as per company policy, and within ethical corporate governance guidelines;
c.6)     Presenting sales and revenue reports to the Management, as agreed with team leader and site lead, in a coherent, accurate, and effective manner; and
c.7)     Uploading and filing relevant files / documents in shared drive (OneDrive) for continuity of institutional memory and documentation relative to but not limited to:
Created new accounts;
List of On-going/Current Deals (for business generation);
Directory of Contacts with complete, updated, and accurate information;
Masterlist of accounts being handled with complete information on complete company name, company business style (if different from name, for issuance of check payments), focals and contact information (names, email, mobile#), type of insurance, partner insurer, renewal anniversary date, gross premium, net commissions to Philinsure, other special account remarks necessary to take note of;
Product offerings developed by or under your business development team;
Sub-folder per account managed with complete e-documentation of policy copy, billings history, masterlists, other salient client-Philinsure-insurer agreements that need to be filed under each account such as claims histories, and the like; and
Other salient files that need to be institutionally maintained for business continuity.
 
KRA 4: Support to Team Performance/Learning & Development for Self and Team
 
Key Outputs:
 
Provide useful constructive feedback to team members;
Provide appropriate and timely recommendation/s in addressing operational issues and elevate critical concerns, cases, and requests for Management approval;
Demonstrate adherence to SLAs with internal and external clients;
Proactive in learning for self-improvement and shares knowledge with other team members for overall improvement of team performance;
Practice of learning is incorporated in day-to-day activities (open to constructive feedback); and
Uphold the Philinsure Code of Conduct as well as adhere to Employee Policies of the company.
JOB QUALIFICATION
General Qualifications:
???? At least 3-5 (3-5) years experience primarily in team and project management
with high attention for details especially in ensuring fulfilment of contracts,
services, and management of costs
???? At least Three (3) years experience in life and non-life insurance, or exposure
to the rudiments of the same
???? Graduate of BA/BS degree (business/management/marketing)
???? Proficient in MS Office applications
???? 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
???? Accomplishes tasks with minimal supervision
OTHER JOB REQUIREMENTS
Education
Bachelor's/College Degree
Field of study
Marketing
Specialization
Sales - Financial Services
Communicating skills, Organizational Skills, Insurance Background, Handling EB