[ref. d24601917] Customer Success Executive (Renewals) - International Medical Insurance - Quezon City

About us

We’ve proudly supported corporations, C-level executives, and discerning travelers in safeguarding their health and peace of mind—anytime, anywhere.

Employment Type: Full-time

Role Overview

We are looking for a Customer Success Executive (Renewals) to drive client retention and ensure ongoing satisfaction across our portfolio of international health insurance clients. This role requires strong communication skills, a proactive mindset, and ideally, prior experience in global health insurance or financial services.

• Excellent command of English, both written and spoken.
• Proven experience in customer service, client success, or account management—preferably in the insurance or financial services sector.
• Familiarity with international health insurance is a plus.
• Strong interpersonal skills with a client-first mindset.
• High level of integrity, discretion, and professionalism.
• Tech-savvy with the ability to work independently in a remote setup.

1. Client Relationship Management

• Respond promptly to client inquiries and resolve any issues efficiently.
• Conduct regular check-ins to ensure ongoing satisfaction with policy performance and service delivery.

1. Renewal Process Management

• Take full ownership of the renewal cycle for existing clients, ensuring timely outreach and policy continuation.
• Identify opportunities to enhance coverage based on client needs and evolving circumstances.

1. Policy Administration

• Process policy renewals accurately and in a timely manner.
• Maintain up-to-date client records within the CRM system.
• Coordinate with insurers and underwriters to confirm compliance with terms and timelines.

1. Client Education and Support

• Educate clients on policy details, benefits, and claims processes.
• Assist with claims submissions and provide follow-up support where necessary.

1. Internal Collaboration

• Share insights and contribute to the development of team processes and best practices.
• Support colleagues across departments when needed.

• Excellent command of English, both written and spoken.
• Proven experience in customer service, client success, or account management—preferably in the insurance or financial services sector.
• Familiarity with international health insurance is a plus.
• Strong interpersonal skills with a client-first mindset.
• High level of integrity, discretion, and professionalism.
• Tech-savvy with the ability to work independently in a remote setup.

• Client renewal and retention rates
• Customer satisfaction scores and qualitative feedback
• Accuracy and timeliness in renewal processing
• Quality and consistency of client communications

• Flexible, remote working environment
• Exposure to high-net-worth and corporate clientele
• Collaborative and professional team culture
• Opportunity to grow with a fast-expanding international insurance brokerage