Insurance Client Relations Manager

6 days ago

Manila, National Capital Region, Philippines Emapta Global Full time
About the Role

We are seeking an experienced Insurance Client Services Manager to join our team at Emapta Global. As a key member of our financial services operations team, you will be responsible for supporting our financial advisers in delivering risk advice to new and existing clients.

Your primary focus will be on managing client policies, overseeing risk strategy implementation, and ensuring seamless financial services. If you have a strong background in financial services, excellent communication skills, and a keen attention to detail, we encourage you to apply for this exciting opportunity.

About Emapta Global

Emapta Global is a trusted advisory firm that offers tailored solutions in wealth management, retirement planning, and personal risk insurance. We pride ourselves on our client-first approach, combining expertise with empathy to deliver exceptional results.

Key Responsibilities

  • Manage annual risk renewal process, renewing or amending existing policies, preparing quotes, and following up on overdue payments with clients.
  • Ensure financial advisers are prepared for client meetings by providing necessary insurance schedules in advance and offering general administrative support.
  • Onboard risk clients in compliance with agreed processes and regulatory requirements, ensuring accuracy and timeliness.
  • Implement risk strategies by preparing, submitting, and following up on applications and associated client documentation.
  • Maintain and update client records and documentation in FP systems (Xplan or similar) and Worksorted.
  • Respond to client inquiries and liaise with other professional advisers.

What You'll Need

  • Minimum 2 years of experience as a Client Services Manager (investment with some risk) or in insurance provider administration (underwriting, case management, adviser support).
  • Experience dealing directly with clients in Australia.
  • Strong implementation experience in financial services.
  • Proficiency in FP systems (Xplan or similar) and MS Office.
  • Expertise in various types of cover, including Life, Income Protection, and TPD insurance.
  • Knowledge of product providers and experience with quoting and lodgment systems.
  • Familiarity with medical conditions and relevant industry terminology.
  • Understanding of the risk advice process, including application and implementation administration.
  • Exceptional attention to detail and accuracy.
  • Strong time and workload management skills.
  • Excellent problem-solving, organization, written, and oral communication skills.
  • Ability to collaborate effectively and adapt to industry changes through self-learning.
  • Strong client relationship management skills.

About Our Benefits

  • HMO coverage with free dependent upon regularization.
  • Competitive Salary Package.
  • Permanent WFH arrangement.
  • Unlimited upskilling through Emapta Academy courses.
  • Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer.
  • Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more).
  • Unlimited opportunities for employee referral incentives across the organization.
  • Standard government and Emapta benefits.
  • Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash).
  • Mentorship and exposure to global leaders and teams.
  • Diverse and supportive work environment.

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