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Client Experience Manager

1 week ago

Manila, National Capital Region, Philippines Emapta Full time

Are you a results-driven professional with a passion for insurance and risk management? Do you have a minimum of 2 years' experience as a Client Services Manager (investment with some risk) or in insurance provider administration?

We're seeking a highly organized and detail-oriented individual to join our team as an Insurance Client Services Manager. In this role, you'll support financial advisers in delivering tailored risk advice to new and existing clients, managing client policies, and overseeing risk strategy implementation.

You'll be responsible for administering the annual risk renewal process, ensuring timely and accurate renewal of client policies, preparing quotes, and following up on overdue payments. You'll also provide administrative support to financial advisers, onboarding new clients, and implementing risk strategies by preparing and submitting applications and associated client documentation.

We offer a competitive salary package, flexible working arrangements, and opportunities for professional growth and development. Our team is collaborative, supportive, and committed to excellence, and we're passionate about creating a positive and inclusive work environment.

Key responsibilities include:

  • Managing the annual risk renewal process
  • Ensuring timely and accurate renewal of client policies
  • Preparing quotes and following up on overdue payments
  • Providing administrative support to financial advisers
  • Onboarding new clients and implementing risk strategies

Requirements include:

  • Minimum 2 years' experience as a Client Services Manager (investment with some risk) or in insurance provider administration
  • Proficiency in FP systems (Xplan or similar) and MS Office
  • Expertise in various types of cover, including Life, Income Protection, and TPD insurance

Don't miss out on this exciting opportunity to take your career to the next level