Senior Corporate Account Manager

2 weeks ago


Makati City, National Capital Region, Philippines Manulife Financial Full time

About the Role

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The Senior Corporate Account Team Lead will be responsible for managing and maintaining relationships with Group Customers to ensure existing clients are satisfied with our products and services.

They will oversee the coordination between internal departments (Sales, Group Admin, Pricing, and Underwriting) to ensure client needs are fulfilled effectively.

Key responsibilities include managing Account Specialists assigned under the New Business Team, ensuring timely and accurate processing of newly captured corporate accounts, and overseeing coordination on underwriting requirements applicable to certain cases.

Position Responsibilities:

  • Manage Account Specialists assigned under New Business Team.
  • Ensure strict compliance of all new business accounts to Anti-money laundering (AML) guidelines prior to policy issuance.
  • Collaborate with other units within Operations, Finance, Partnership Distribution, Agency, and MCBL to ensure committed service levels are adhered to.
  • Manage achievement of unit's KPIs, including service level agreement achievement rate/TAT, accuracy rate, and delivery success rate.
  • Handle reporting requirements, including dashboards, aging report, pending requirements, performance review report, and others.
  • Develop plan of the team by providing guidance and proper mentoring/coaching to team members.
  • Conduct business reviews to ensure clients are satisfied with our products and services.
  • Attend meetings with clients to build relationships with existing accounts.
  • Alert sales team to opportunities for further sales within key clients.
  • Escalate and resolve areas of concern as raised by clients.
  • Provide immediate resolution to clients' inquiries and complaints.

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