Account Manager

2.9

Job Type   /   Job Level

Full-time   /   Others/Any

Company Location

Philippines

Lead daily pre-sales activity to drive revenue growth through utilizing effective pipeline management and proactive client engagement monitoring.
Prepare, submit, and verify the completeness of all required documentation for successful account closure.
Draft and justify client ex-gratia claim requests for review and approval by the immediate superior. .
Monitor account compliance with Know your customer (KYC) requirements and provide regular reports to the Business development manager.
Manage the end-to-end renewal process for existing accounts, addressing client concerns and evaluating renewal recommendations.
Oversees and supports assigned intermediaries through regular meetings focusing on pipeline updates, account concerns, and policy changes.
Prepare and submit accurate, complete, and timely account management reports to the Business Development Manager.
Provide regular status updates on assigned projects to the AVP for Unit 8, ensuring alignment with organizational goals.

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