Insurance Client Success & Growth 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

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