Bancassurance Acquisition and Campaigns Specialist xpatjobs Makati , Metro Manila

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Bancassurance Acquisition and Campaigns Specialist


xpatjobs       |    Location:Makati , Metro Manila       |    Country:Philippines


Job Description

General Description:

The role of the Bancassurance Acquisition and Campaigns Specialist is to help generate leads through campaigns and create compelling and relevant customer engagement activities to increase FSA and Bank Partner Activation. The incumbent shall ensure that campaigns and activation initiatives are in place from ideation to execution and launched within the agreed timelines. He/She is expected to work closely with MCBL and Manulife Philippines colleagues as well as counterparts in China Bank to increase and maintain a steady influx of quality referred leads to support conversion targets and goals.

Responsibilities:

  • Collaborate with internal and external stakeholders from ideation to execution and monitoring of campaigns, customer acquisition and engagement activities
  • Create campaign papers, customer journeys, communication plans and seek necessary approvals from internal and external approvers
  • Research and handle event logistics, program and other requirements that may be needed when mounting customer acquisition activities.
  • Attend regular cadence with stakeholders/workstreams to align on initiatives and provide updates/feedback.
  • Create, maintain and regularly update a campaigns, and customer acquisition initiatives calendar
  • Work closely with Sales and Bank partners to gather feedback and continuously improve, iterate and come up with more relevant and timely campaigns and activities
  • Participate in User Acceptance Testing for a seamless customer journey and experience
  • Prepare reports, communicate and present key insights, initiatives, and results to stakeholders to show overall progress of initiatives launched
  • Collaborate with regional and global colleagues to learn best practices and adapt leads generation activities implemented in other Manulife markets
  • Continuously monitor and present industry and competitive trends in bancassurance
  • Skill Set and Competencies

  • Demonstrates passion, grit and understanding of how important it is to put the customer fist and center of everything to ensure a seamless and customer-centric journey/experience
  • Ability to translate business goals into leads generation activities and other acquisition initiatives in collaboration with the team members and partner stakeholders
  • Critical Thinking and Strategic Mindset that considers the overall needs and objectives of the customer, the business, and the bank partner
  • Collaborates effectively with the team as well as internal, and external stakeholders while not afraid to constructively challenge current ideas and ways of thinking to strengthen the partenrship
  • Possesses a sense of ownership, accountability, and commitment to the work being developed and delivered
  • Comfortable with fast changing trends and evolution of strategic priorities and needs of customers, the business, and partners
  • Entrepreneurial Mindset that seeks out new opportunities and embraces change
  • Key Results Area:

  • Campaign/Acquisition Metrics: Conversion and Penetration
  • FSA and Bank Partner Activation
  • Experiences and Qualifications:

  • Bachelors Degree Holder with at least 5 years relevant experience, preferably in insurance, banking and / or fintech.
  • Project and Campaign Management experience
  • Knowledgeable in Canva and expert in MS Office particularly in Powerpoint and Excel
  • Human Centered Design (HCD) and Agile experience would be an advantage
  • Insurance industry experience is preferred but not required
  • Data driven in making decisions and crafting strategies to rollout key strategic initiatives
  • Must have very strong written, verbal and presentation communication skills
  • About Manulife and John Hancock

    Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as MFC on the Toronto, New York, and the Philippine stock exchanges, and under 945 in Hong Kong.

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