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Business Retention Manager

1 month ago

Makati, Philippines Career Professionals, Inc. Full time

This position is responsible for ensuring that all accounts in portfolio renew, undertaking front-end account management process:
• Providing quality service to satisfy client
• Serving as the conduit of the client with all units in PhilCare
• Computing rates of benefits package, in consultation with Actuarial Department
• Conducting after sales presentations and orientation sessions for clients regarding their benefits coverage and access procedures
• Assist in mapping out strategies for major and top corporate accounts to achieve persistency targets and recommends the same to his/her superior.
• Assist in monitoring and overseeing all activities of the Business Retention Officers
o Accounts distribution and decking per quarter
o MN and SPA preparation
o Pricing council requests
o Proposal generation
o Special cases and concerns that entail escalation

It serves as the channel between the client and all units/staff in PhilCare. It is also responsible for backroom responsibilities of monitoring accounts and logging and safekeeping all communications with clients.