Senior Manager, Insurance Conservation

Create Synergies Inc.; Taguig; On-site; PHP 1,300,000 - 2,000,000; Full time

Job summary

Create Synergies Inc. in Taguig City seeks a Senior Manager, Insurance Conservation to lead policy retention initiatives and drive customer experience improvements. This on-site role focuses on preserving revenue by optimizing conservation activities and ensuring operational excellence across teams.

You will oversee lapse prevention, policy reinstatement strategies, and performance tracking while guiding a team dedicated to client engagement and streamlined conservation operations.

Qualifications

• Bachelor's degree in a related field.
• Minimum of 8-10 years of experience in insurance operations or customer retention.
• At least 5 years of leadership experience.
• Strong knowledge of insurance servicing and policy administration.
• Excellent people management and problem-solving skills.

Responsibilities

• Manage policy conservation and customer retention programs.
• Oversee lapse prevention and policy reinstatement initiatives.
• Track conservation performance and identify improvement opportunities.
• Collaborate with cross-functional teams to optimize processes.
• Lead a team responsible for client engagement and conservation operations.

Skills

Leadership

People Management

Customer Retention

Problem Solving

Cross-functional Collaboration

Education

Bachelor's degree

Job description

About The Role

Location: Taguig City

Work Setup: On-site

Work Schedule: Monday to Friday

Employment Type: Full-time

AVP / SVP / Head / C-level / Executive

The Senior Manager, Insurance Conservation is responsible for leading customer retention initiatives, improving policy persistency, and ensuring operational excellence across conservation activities. This role plays a key part in preserving revenue and enhancing customer experience.

Key Responsibilities

• Manage policy conservation and customer retention programs.
• Oversee lapse prevention and policy reinstatement initiatives.
• Track conservation performance and identify improvement opportunities.
• Collaborate with cross-functional teams to optimize processes.
• Lead a team responsible for client engagement and conservation operations.

Qualifications

• Bachelor's degree in a related field.
• Minimum of 8-10 years of experience in insurance operations or customer retention.
• At least 5 years of leadership experience.
• Strong knowledge of insurance servicing and policy administration.
• Excellent people management and problem-solving skills.