Account Manager Assistant

2 weeks ago


Cebu City, Central Visayas, Philippines Tahche Outsourcing Services Inc Full time

Our US Partner has remained one of the Tri-State's leading providers of Business Insurance,

Personal Insurance, and Financial Services since 1959.

We are seeking a dedicated and detail-oriented Account Manager Assistant with a P&C(Property and Casualty) license for both personal and commercial lines. This role willprovide essential support to our Account Managers, assisting in the management of clientaccounts and the execution of insurance strategies. The ideal candidate will possess strongorganizational skills, attention to detail, and the ability to manage multiple taskssimultaneously.

This is a full-time role, on a US shift and on a Work in the office (WIO) set-up.

If you have the right skill set, this may be your opportunity to enter this fast-growingorganization.

Responsibilities:

  • Handle the renewal process for personal and commercial lines of insurance.
  • Read and interpret insurance policies to ensure they meet client needs andregulatory requirements.
  • Process change requests accurately and in a timely manner.
  • Work with multiple insurance company websites to obtain quotes and rate policies.
  • Maintain detailed and accurate documentation of all client interactions and policychanges.
  • Ensure compliance with company policies and regulatory requirements.
  • Familiarity with Certificates of Insurance
  • Maintain the nonpayment procedure for both departments
  • Assist with policy renewals, changes, and understanding their coverage options
  • Collaborate with other team members to provide seamless client service
  • Utilize Applied EPIC or similar systems to manage client accounts and policyinformation.
  • Stay updated with system upgrades and new features to maximize efficiency.

Qualifications:

  • Must hold a valid P&C (Property and Casualty) license for personal and commercial lines
  • 5 years of experience in the insurance industry is preferred, it is not mandatory forcandidates who demonstrate strong proficiency and knowledge
  • Experience with Applied EPIC or a similar insurance operating system
  • Proficient in rating insurance policies through multiple insurance company websites
  • Highly detail-oriented with excellent documentation skills
  • Proficient in Microsoft Word, Excel, and Outlook
  • Strong organizational skills and the ability to manage multiple tasks simultaneously

Follow us on our official social media platforms and be updated with the latest news andhirings

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Apply now and be part of Tahche

Not a candidate? If you're a foreign business looking to build world-class teams with topFilipino professionals, why not HIRE WITH TAHCHE? Visit our website at to learnhow


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