Client Relations Specialist

Private Advertiser; Philippines; On-site; PHP 391,000 - 614,000; Full time

Benefits offered by this job

Performance incentives

Health & life insurance

Career development

Family health coverage

Flexible work arrangements

Job summary

United Coconut Planters Life Assurance Corp (Cocolife) in Makati City is seeking a Client Relations Specialist for a full-time role in our sales and account management team. You will be the vital link between clients and the organisation, driving service excellence across the insurance portfolio.

Responsibilities include building and maintaining client relationships, managing accounts, presenting proposals and policy documents, handling inquiries, and coordinating with internal teams to ensure

Qualifications

• Bachelor's degree in Business, Commerce, Finance, or related field.
• Experience in client relations or account management within insurance or financial services preferred.
• Excellent communication and relationship-building skills.
• Proficiency with CRM systems and Microsoft Office.

Responsibilities

• Build and maintain strong relationships with existing clients.
• Manage client accounts and serve as primary contact for portfolio of clients.
• Identify client needs and recommend appropriate insurance solutions.
• Handle inquiries, complaints and concerns professionally and timely.
• Coordinate with internal departments to ensure seamless service delivery and policy administration.
• Monitor client satisfaction and implement strategies to improve retention.

Skills

Client relations

Account management

Customer service

Communication skills

Interpersonal skills

Time management

Organizational skills

Problem-solving

CRM software

Microsoft Office

Education

Bachelor's degree in Business, Commerce, Finance or related field

Tools

CRM software

Microsoft Office Suite

Job description

About the role

United Coconut Planters Life Assurance Corp (Cocolife) is seeking a dedicated Client Relations Specialist to join our dynamic sales and account management team. This is a full-time position based in Makati City, Metro Manila. In this role, you will be the vital link between our clients and our organisation, ensuring exceptional service delivery and maintaining strong, long-lasting relationships that drive business growth. You will play a strategic role in managing client accounts, identifying opportunities for expansion, and ensuring client satisfaction across our insurance product portfolio.

What you\'ll be doing

• Building and maintaining strong relationships with existing clients through regular communication and proactive engagement


• Managing client accounts and serving as the primary point of contact for assigned portfolio of clients


• Identifying client needs and recommending appropriate insurance solutions and products that align with their requirements


• Handling client inquiries, complaints and concerns in a professional and timely manner, ensuring swift resolution


• Coordinating with internal departments to ensure seamless service delivery and policy administration


• Monitoring client satisfaction and implementing strategies to improve retention and loyalty


• Preparing and presenting client proposals, quotations and policy documents


• Identifying cross-selling and upselling opportunities within the client base


• Maintaining accurate and up-to-date client records and documentation in our systems


• Contributing to the achievement of client retention targets and revenue objectives

What we\'re looking for

• Proven experience in client relations, account management, or customer service roles, preferably within the insurance or financial services industry


• Excellent communication and interpersonal skills with the ability to build rapport and maintain professional relationships


• Strong organisational and time management abilities, with capacity to manage multiple client accounts simultaneously


• Problem-solving mindset with the ability to handle client concerns with empathy and professionalism


• Knowledge of insurance products and services, or demonstrated ability to quickly learn complex product offerings


• Proficiency in using customer relationship management (CRM) systems and Microsoft Office applications


• Bachelor\'s degree in Business, Commerce, Finance, or a related field


• Ability to work effectively both independently and as part of a collaborative team


• Strong attention to detail and commitment to accuracy in all documentation


• Preferred: Experience with Philippine insurance products or familiarity with the local insurance market

What we offer

• We offer competitive remuneration packages, including performance-based incentives and bonuses.


• We provide comprehensive health and wellness benefits, including medical and life insurance coverage for employees and their families.


• Career development and training opportunities are available to help you advance within the organisation.


• We foster a collaborative and inclusive work environment where your contributions are valued and recognised.


• We also offer flexible working arrangements to support work-life balance and employee wellbeing.

About us

United Coconut Planters Life Assurance Corp (Cocolife) is one of the Philippines\' leading life insurance companies with a strong heritage spanning decades. We are committed to providing innovative insurance solutions that help families and businesses protect their futures. Our mission is to deliver reliable, accessible and customer-focused insurance products that bring peace of mind to our clients. We pride ourselves on our integrity, professionalism and dedication to excellence in service. Cocolife is a trusted partner in financial protection and has established itself as a dynamic and growing organisation in the Philippine insurance industry.