Head of Insurance Solutions & Growth

BDO Unibank, Inc; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank, Inc. in Manila seeks a seasoned Account Manager to develop and grow its business portfolio, delivering premium client service while ensuring compliance with company policies.

This role focuses on business development, account maintenance, and efficient administration, with responsibilities spanning negotiations with insurers, client servicing, and renewal management. Ideal candidates have 8–10 years in account management within financial services or insurance.

Qualifications

• Strategic thinking and strong managerial, communication and negotiation skills.
• Proven customer service experience in account management.
• Willing to be assigned to head offices in Makati and Ortigas.

Responsibilities

• Develop and grow the business portfolio of the assigned team, implementing sales, client servicing and collections processes.
• Deliver the premium and commission budgets while controlling operating expenses.
• Maintain an active pipeline of accounts derived from new or existing clients.
• Coordinate with bank counterparts and other units to formulate sales strategies and satisfy client servicing needs.
• Cross-sell insurance products and manage renewals for a healthy book of business.
• Lead in negotiations with insurance providers and oversee timely documentation and disclosures.
• Ensure timely booking of accounts and escalation of issues to superiors when needed.
• Prepare regular progress reports to unit heads on pipeline status and performance.
• Handle special projects and assign staff to training and development as required.

Skills

Strategic thinking

Managerial

Communication

Negotiation

Customer service

Education

Bachelor's Degree Holder

Job description

BDO Unibank, Inc. in Manila seeks a seasoned Account Manager to develop and grow its business portfolio, delivering premium client service while ensuring compliance with company policies.

This role focuses on business development, account maintenance, and efficient administration, with responsibilities spanning negotiations with insurers, client servicing, and renewal management. Ideal candidates have 8–10 years in account management within financial services or insurance.