Account & Relationship Management

4 days ago

Makati City, National Capital Region, Philippines Pioneer Your Insurance Full time ₱1,200,000 - ₱2,400,000 per year

ROLES AND RESPONSIBILITIES

Sales & Marketing

  • Assists the Product Manager in managing the entire product line life cycle from strategic planning to tactical activities.
  • Actively works toward achieving the product/brand sales and bottom-line projections.
  • Establishing arrangements for new distribution channels, partnerships, or promotional tie-ups to achieve the brand/product projections.
  • Responsible for reviewing relevant product data to ensure that the channels and intermediaries are kept up to date on new developments regarding the companies or competitors' products.
  • Act as point of first reference for all product related enquiries and work collaboratively with colleagues in Operations, Distribution Channels, Accounting/Finance, Actuarial, IT/KIM, Marketing Services and Communication, and all others
  • Develops strategies to identify potential partners.
  • Facilitates the creation and presentation of proposals and programs for the potential partner.
  • Identifies and/or creates processes specific to the partnership in coordination with partners and concerned units.
  • Drafts and finalizes Memorandum of Agreement for the partnership.
  • Prepares/gathers all requirements specific to the partnership.
  • Conducts orientation/training to partners to ensure effective management of the program.
  • Assists in product development.

Partnership Relationship Management

  • Oversees the handling of partner's requirements.
  • Ensures that set standards are observed in handling and processing endorsements and claims.

Billing & Collection

  • 1Oversees reconciliation of enrollments vs. premiums received.
  • Monitors premium receivables and follows up partner institutions on payment of their outstanding accounts.
  • Ensures timely reporting of accounts receivables.

Renewals

  • Monitors expiring policies.
  • Coordinates with Actuarial Team on the pricing of the expiring policies.
  • Attends to queries in cases there are changes in the renewal premiums. Presents options to clients to retain accounts.

Establishing and Monitoring Standards

  • Establishes and reviews processes and turnaround times to meet customers' needs/expectations.
  • Ensures consistent compliance with established processes and standards through proper monitoring, review and updating of control mechanisms.

QUALIFICATIONS

  • Graduate of a bachelor's degree course in Agriculture
  • At least three years' experience in Sales and/or Marketing
  • Proficient in the use of Microsoft Word, Excel and PowerPoint and Canva.
  • Above average English communication skills both oral and written.

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