Employee Benefits, Client Servicing Manager

Employee Benefits, Client Servicing Manager

Posted today

Job Description

Company Description

EMPOWERING PEOPLE TO MAKE A DIFFERENCE

At Howden, we employ talented individuals and empower them to make a real difference to the company, whilst building successful and fulfilling careers.

The entrepreneurial atmosphere is one of the biggest reasons people love to work for us. We are a leading independent, global insurance broker with a flat hierarchy. Anyone with a good idea will be heard, regardless of level. Employees can shape their own career paths and determine their own success.

This atmosphere attracts the brightest talent in the market. If that includes you, get in touch.

Job role: Employee Benefits Insurance Broker (Manager/Senior Manager)

Report to: SAVP, Client Servicing Team, Employee Benefits, Howden Philippines

A LEADING GLOBAL INDEPENDENT BROKER

Howden is a specialist commercial insurance broker with regional footprint in the Philippines, Singapore (regional headquarters), Malaysia, Hong Kong, Indonesia, and Thailand. It is part of the London-headquartered Howden Broking Group, a leading independent global broker with offices in over 30 countries.

YOUR ROLE AND RESPONSIBILITIES

Relationship Management:

• Build and maintain strong relationships with clients, understanding their evolving needs.
• Provide exceptional customer service and support to retain clients and build long-term partnerships.

Needs Assessment and Analysis:

• Conduct thorough assessments to understand client's specific needs and objectives.
• Analyze the existing employee benefits programs and identify areas for renewal improvements.
• Help clients manage and control the costs of their benefits.
• Provide strategies for cost containment.

Market Research and Plan Design:

• Identify the insurance market to find the best plans and carriers.
• Design customized employee benefits plans that align with client's goals and budget.
• Present multiple options and explain the benefits and drawbacks of each.

Negotiation:

• Negotiate with insurance carriers to secure the best rates and terms for the client.
• Leverage industry knowledge and relationships to obtain favorable terms for clients.

Employee Communication and Education:

• Conduct in-person or online sessions to brief employees on their benefits.
• Provide ongoing support to answer employee/HR questions and resolve issues.

Claims Management:

• Assist in claim escalations from HR or employees.
• Act as a liaison between employee and insurance carriers to resolve claims issues, if applicable.

Renewals:

• Review performance of the insurance plans to ensure they continue to meet client needs.
• Recommend changes to the plans based on client feedback and/or industry trends.
• Conduct remarketing exercises to compare terms against existing carriers.
• Provide claim analysis reports to inform clients of claim trends.

OUR IDEAL CANDIDATE WILL BE

• Experienced in Employee Benefits Insurance or Broking Industry
• Good team spirit
• Resilient and able to meet deadlines
• Able to build relationships across all levels
• Minimum 3 years of relevant experience in a similar capacity
• A recognized degree in any discipline and/or professional insurance qualifications
• Good working knowledge of employee benefits products
• Good communication and interpersonal skills

YOUR BENEFITS AND SALARY

• Commensurate with qualification and experience
• Working in a collaborative environment with excellent learning opportunities

DATA PROTECTION NOTICE FOR JOB APPLICANTS

This Data Protection Notice ("Notice") sets out the basis upon which Howden Insurance Brokers & Reinsurance Brokers, Inc. may collect, use, disclose or otherwise process personal data of job applicants in accordance with the Personal Data Protection Act (PDPA).

Relationship Manager

Taguig, National Capital Region ₱800,000 - ₱1,200,000

Posted 1 day ago

Job Description

This is a full-time, on-site role as a Relationship Manager at UnionBank of the Philippines - Bonifacio Global City Region (Taguig). The role involves acquiring new clients, nurturing and expanding existing relationships, and delivering exceptional customer service. The RM will work closely with cross-functional teams to promote a wide range of banking products and services.

Relationship Manager

Posted 1 day ago

Job Description

Job Purpose:

• Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation
• Build and deepen relationships with partners to drive business
• Help identify clients' financial goals and expectations and assist partners in selecting appropriate investment opportunities
• Create and implement sales strategies/activities
• Meet annual goals/budgets in assigned area/desk (portfolio)
• Develop existing and new client relationships
• Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
• Maintain communications with bank partners & clients to assess their needs and risk profile, advise on appropriate investment mix
• Manage and monitor current portfolio to identify cross-selling and upselling opportunities
• Ensure product documentation including training modules and client presentations is always correct and appropriate
• Maintain good knowledge of the Bank's systems and regulatory environment

Partnership Management

• Build and maintain strong, long-lasting JV relationships with bank partners by attending morning huddles and conducting monthly meetings to drive agreed strategies and review current performance.
• Provide professional customer service to achieve high levels of partner/customer satisfaction and retention by monitoring partner/customer feedback.
• Drive collaborated actions for MBTC and AXA that yield a win-win result for both parties.
• Ensure compliance with Bank's policies and regulatory requirements, including KYC responsibilities.

Minimum Qualifications

• Graduate of Bachelor's Degree
• At least 5-7 years work experience with a proven track record in investment sales
• Experience in private wealth/private banking or investment portfolio management for high net-worth clients
• Relevant banking experience
• Licensed in SEC Fixed Income/SEC Equity/CIS/TCP is an advantage
• Knowledge of Microsoft Office Suite
• Ability to understand and analyze sales performance metrics and current investment trends
• Strong communication and negotiation skills
• Team management and cross-selling capabilities
• Analytical and problem-solving abilities
• Willingness to travel as needed
• Collaborative with teams

Relationship Manager

Posted today

Job Description

Be part of CIBI Information Inc., a purpose-driven company enabling better credit decisions. The Relationship Manager will lead the full sales cycle for Credit Bureau solutions to financial institutions.

Responsibilities

• A chieve annual revenue targets for assigned vertical
• Build and nurture relationships with decision-makers
• Conduct discovery conversations and deliver tailored product presentations
• Lead the entire sales process from lead generation to closing
• Become a product expert on Credit Bureau and risk assessment solutions
• Track market trends and competitor activity to inform strategy
• Drive business development through proactive outreach

Job Specifications

• Solid B2B sales experience; experience in banking or credit risk is a strong plus
• Proven ability to sell solutions, not just products
• Strong relationship-building and account management skills
• Excellent communication and presentation skills
• Creative and resourceful in lead generation and deal closing
• Own the sales conversation and overcome objections
• Manage and grow a sales pipeline
• High integrity and accountability
• Willingness to learn and adapt

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About the latest Employee benefits client servicing manager jobs in Makati

Set Email Alert: Job title, Location

Relationship Manager

Posted today

Job Description

Be #InGoodHands with Metrobank

Metrobank offers opportunities for career growth and community contributions. Position Title: Relationship Manager

Role Summary:

• Deepen understanding of account management, business development, marketing, and sales
• Meet clients from various industries and understand the bank's role in their businesses
• Be mentored and achieve a promising career

Job Summary

The RM originates, develops, reviews, and manages loan portfolio relationships, cross-sell products, and drive growth and client satisfaction.

Qualifications

• At least 3 years of relevant experience in account management
• Strong credit evaluation and financial analysis background
• Strategic thinking and negotiation skills
• Excellent communication and presentation skills
• Collaborative ability across teams

Other Details

• Unit: Institutional Banking Sector - Commercial Banking Group
• Rank: Junior Officer

Relationship Manager

Posted today

Job Description

Responsibilities

• Achieve sales targets and establish dealership accounts
• Service existing accounts, obtain orders, and plan daily activities
• Study dealer volumes and contribute to team results
• This is an individual contributor role

Requirements

• Bachelor's Degree in Business Administration, Marketing, or related field
• Minimum 2 years of successful sales experience in Autoparts, Car Accessories, Tires, or Lubricants
• Proven record of exceeding targets and building customer relationships
• Excellent communication and interpersonal skills
• CRM experience (e.g., Salesforce, HubSpot)
• Willingness to travel within Metro Manila

What’s in it for you?

• Uncapped Commission
• Company-provided equipment

Relationship Manager

Taguig, National Capital Region ₱2,000,000 - ₱2,500,000

Posted today

Job Description

The Relationship Manager (RM) at the BGC branch manages a defined portfolio within the Preferred Banking segment to achieve profit, growth, and customer service goals. The RM builds and deepens relationships by offering customer-centric advice and solutions.

Responsibilities

• Relationship Management – Grow a portfolio of Preferred Banking clients through active engagement
• Provide financial advice based on client profile and risk appetite
• Identify opportunities to upsell and cross-sell
• Coordinate with marketing and product groups for localized activities
• Maintain client communications and documentation; ensure data confidentiality
• Promote digital channel usage

Customer Service

• Deliver urgent banking needs and resolve issues within TAT

Operations, Control and Risk Management

• Act as second approver for branch transactions; ensure compliance with policies
• Secure approvals for special requests and safeguard data
• Maintain workstation and branch premises
• Adhere to security, safety, and health protocols

Qualifications

• Bachelor's Degree in Business Administration or related field
• 8-10 years of experience in branch banking operations
• Knowledge of APA and bank products, including digital platforms
• Strong communication, cross-selling, and customer service skills
• Analytical and problem-solving abilities

Relationship Manager

Posted today

Job Description

Be part of CIBI Information Inc. and lead credit bureau solutions sales to financial institutions.

Responsibilities

• Achieve revenue targets; build and nurture relationships
• Lead discovery conversations and product presentations
• Manage full sales cycle from lead generation to closing
• Become a product expert on Credit Bureau solutions
• Track market trends and competitive activity
• Drive business development through proactive outreach

Job Specifications

• Solid B2B sales experience; banking/credit risk background is a plus
• Ability to sell solutions and build long-term relationships
• Excellent communication and presentation skills
• Strong lead generation and deal-closing capabilities
• Proactive and results-driven

Be The First To Know

About the latest relationship manager jobs

Relationship Manager

Posted today

Job Description

Metrobank information and career overview for Relationship Manager postings

Be #InGoodHands with Metrobank

Metrobank offers opportunities for growth and community contribution. Position Title: Relationship Manager

Role Summary:

• Understand account management, business development, marketing, and sales
• Meet clients and understand their business needs
• Mentor and advance in your career

Job Summary

The RM originates and manages loan portfolios, cross-sell products, and drives growth and client satisfaction.

Qualifications

• At least 3 years in account management
• Strong credit evaluation and financial analysis
• Strategic thinking and negotiation skills
• Excellent communication and presentation skills
• Collaborative with cross-functional teams

Other Details

• Unit: Institutional Banking
• Rank: Junior Officer

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