Technical Account Management

Technical Account Management – Makati City

Location: Makati City, National Capital Region. Salary: ₱ - ₱ . Employer: Aon Insurance and Reinsurance Brokers Philippines, Inc.

Technical Account Manager at Aon Philippines, focusing on day-to-day People operations including payroll, compensation, and benefits. Ensures confidentiality and compliance with policies and labor regulations. Ideal candidate: team player with strong communication, attention to detail, and willingness to grow in a fast-paced multinational environment.

What the day will look like

• Ensuring successful renewal of treaty accounts by supporting brokers with client and reinsurer communications
• Producing information schedules, treaty slips, quote sheets, market sheets, programme schedules/schematics, broker and compliance checklists, cover notes, and other documentation as necessary
• Cleaning up and analyzing data and underwriting information to support negotiation and placement
• Handling special acceptance requests
• Participating in pre- and post-renewal meetings
• Other incidental duties related to account maintenance

How this opportunity is different

This is an opportunity to collaborate with colleagues and support teams; outline who you will collaborate with and who will support you.

• Experience in treaty renewals and data analysis for underwriting support (broking context preferred)
• Strong communication and organizational skills
• Ability to work in a fast-paced environment

We are committed to equal opportunity and inclusive employment; see EEO statements in the text below.

Comprehensive benefits package, flexible and agile working environment, two Global Wellbeing Days per year, and Smart Working policies that support wellbeing and work-life balance.

Location: Makati, Pasig, Taguig, Manila area; multiple postings for Customer Success roles with different employers (e.g., Finstro, Squadzip, NETRUST, Connext).

Overview

Customer Success roles focus on client advocacy, relationship management, onboarding, and ensuring client satisfaction and retention. Responsibilities and requirements vary by position and company. Some postings emphasize enterprise client management, renewals, cross-sell opportunities, onboarding, data analysis, and collaboration with Sales, Support, Product, and Marketing teams.

Representative Responsibilities (vary by role)

• Act as primary client contact; manage communications across channels; handle inquiries and complaints; coordinate with internal teams to deliver a consistent experience
• Maintain client records, manage renewals, and ensure timely deliveries of documentation and service levels
• Identify upsell/cross-sell opportunities and contribute to revenue growth
• Operate with CRM tools, monitor usage data, and provide data-backed insights to improve outcomes
• Lead onboarding, training, and ongoing customer success initiatives

Representative Qualifications (vary by role)

• 5+ years in customer success, account management, or related roles for some postings; fresh graduates or early-career candidates for others
• Strong communication, relationship-building, and stakeholder management
• Experience with CRM tools (e.g., Gainsight, Salesforce, HubSpot, Zendesk) preferred
• English proficiency; additional local language skills may be advantageous

Customer Success Specialist and Customer Success Manager roles at different companies (examples include WIZ.AI, Connext, Squadzip, and Netrust Philippines) with varied requirements and benefits; responsibilities typically cover client lifecycle management, onboarding, adoption, renewals, and cross-functional collaboration.