Corporate Account Team Lead, Manager

1 week ago


Makati City, National Capital Region, Philippines Manulife Insurance Malaysia Full time

Corporate Account Team Lead, Manager page is loaded

Corporate Account Team Lead, Manager

Postuler locations Makati City time type Temps plein posted on Publié hier time left to apply Date de fin: 16 avril 2025 (Il reste 10jours pour postuler) job requisition id JR25040199

The Group Administration Account Manager will be responsible for building and maintaining relationships with Group Customers to ensure existing clients are satisfied with the products and services offered by Manulife. Will be in charge of managing Account Specialists and the whole New Business Team who will be responsible for the policy issuance of all newly captured corporate accounts in various distribution channels. To liaise between internal departments (Sales, Group Admin, Pricing, and Underwriting) to ensure that client needs are fulfilled effectively. Responsible for ensuring that Manulife will fulfill the contractual obligations such as the timely release of the Master Policy of the account, payments are paid upon issuance, new business requirements are submitted completely, and policy contracts and individual certificates are delivered on time.

Position Responsibilities:

  • Manage Account Specialists assigned under New Business Team.
  • Responsible for the timely and accurate processing of newly captured corporate accounts, such as review of AML, KYC, and Corporate documents, initial billing, and coordinating with the proper distribution channel/customer contact person on any requirement or clarification. This shall be based on the agreed service level agreement and standards.
  • Oversee coordination on underwriting requirements applicable to certain cases. Ensure that proper communication is being done with the sales counterparts and customers, along with monitoring compliance.
  • Ensures strict compliance of all new business accounts to the Anti-money laundering (AML) guidelines prior to policy issuance.
  • Collaborates with the other units within Operations, Finance, Partnership Distribution, Agency, and MCBL to ensure that the committed service levels are adhered to and/or reviewed in a timely manner.
  • Manages the achievement of the unit's KPIs, which shall include service level agreement achievement rate/TAT, accuracy rate, and delivery success rate. This shall also include the 90% policy issuance within the agreed turn-around-time.
  • Handle reporting requirements that shall include dashboards, aging report, pending requirements, performance review report and the like.
  • Shall be responsible in the development plan of the team by providing guidance and proper mentoring/coaching to his/her team members whenever necessary.
  • Conducts business reviews to ensure clients are satisfied with our products and services.
  • Attend meetings with clients to build relationships with existing accounts.
  • Alerting the sales team to opportunities for further sales within key clients.
  • Escalating and resolving areas of concern as raised by clients.
  • Provide immediate resolution to clients and agents' inquiries and complaints.
  • Helps manage the achievement of the unit's KPIs which shall include service level agreement achievement rate/TAT, accuracy rate and delivery success rate. This shall also include the 90% performance review of his/her total portfolio of newly captured group business.
  • Attends System enhancement testing and regression.
  • Other tasks that may be assigned from time to time.

Required Qualifications:

  • Graduate of a business course, preferably Business Administration/ Accounting/Finance.
  • At least 3-5 years relevant experience in Group sales and/or administration. 2 years of which must be in the managerial level.
  • Strong Group Operations background.
  • Excellent customer service orientation.
  • Preferably with Basic LOMA course taken and passed.
  • Proficiency in MS Office notably MS Excel and PowerPoint.

Preferred Qualifications:

  • Team player.
  • Customer service oriented.
  • Continuous Improvement Orientation.
  • Strong analytical skills.
  • Excellent communication and interpersonal skills.
  • Creative Problem Solving Skills.
  • Pro Active thinking.
  • Effective Communication (both spoken and written).
  • Proven leadership skills.

When you join our team:

  • We'll empower you to learn and grow the career you want.

  • We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we'll support you in shaping the future you want to see.

Manuvie est un employeur qui souscrit au principe de l'égalité d'accès à l'emploi

À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d'attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d'un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l'ascendance, du lieu d'origine, de la couleur, de l'origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l'orientation sexuelle, des caractéristiques génétiques, du statut d'ancien combattant, de l'identité de genre, de l'expression de genre, de l'âge, de l'état matrimonial, de la situation de famille, d'une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d'éliminer les obstacles à l'accès égalitaire à l'emploi. Un représentant des Ressources humaines collaborera avec les candidats qui demandent une mesure d'aménagement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande de mesures d'aménagement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie/John Hancock. Pour demander une mesure d'aménagement raisonnable dans le cadre du recrutement, écrivez à recruitment@manulife.com .

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