Client Relationship & Account Specialist

Manulife

Lapu-Lapu

Hybrid

PHP 279,000 - 502,000

Full time

6 days ago

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Job summary

Manulife is seeking a Client Account Representative to join the Retirement Operations team. You will manage a block of clients, deliver high-quality service, and build strong relationships with clients, brokers, and plan participants. The role requires 2–3 years in B2B client servicing and strong Excel/Office skills.

You will educate clients on new features, document discussions, and work with internal teams to ensure client satisfaction in a hybrid work setup.

Qualifications

2–3 years of experience in B2B client servicing or support.
Experience as a Customer Service Representative, with a strong focus on relationship management.
Proficient in Excel, Word, PowerPoint and Access Databases.
Ability to develop and maintain strong relationships with customer base by demonstrating excellent interpersonal and communication skills (oral/written)
Education Requirements: Undergraduates (minimum 2 years completed) or bachelor's degree.

Responsibilities

Manage a full block of clients and deliver professional service.
Build relationships with Manulife John Hancock clients, brokers, third party administrators and plan participants.
Respond to questions, issues and problems to meet service standards.
Document and track client conversations and maintain records.
Educate clients on new product features and provide ongoing education.
Identify trends in client issues and escalate as needed.
Contribute to process improvements in the department.
Support the field sales team as required.