Insurance Account Executive

4 days ago


Quezon City, National Capital Region, Philippines Intogreat Solutions Full time

Intogreat Solutions Philippines | Full time

Insurance Account Executive (US)

Quezon City, Philippines | Posted on 01/06/2025

  • State/Province National Capital Region (Manila)
  • Country Philippines
About Us

In Intogreat, we value not just your career opportunities with us but we also take pride in our work-life balance culture. We are dedicated to providing the needs of our staff to become productive at work.

Here are the reasons why you should join Intogreat:

  1. We provide competitive salary package
  2. HMO coverage for you and up to 2 free dependents
  3. Group life insurance for your security
  4. Paid sick and vacation leave credits
  5. Fun and exciting events for our employees
  6. Convenient work location that are accessible to the basic necessities and hangouts
  7. We value work-life balance
  8. Work with driven & talented professionals
  9. Fun and supportive work environment
  10. We provide security for your workplace
  11. A growing team – more opportunities for you

Come and be part of our growing team that you will surely enjoy

Job Description

About Us: We are a global company with a footprint in AU, NZ, USA, UK and the Philippines, providing offshore professional staffing solutions for small and medium-sized businesses across various industries, with a focus on Insurance, Home Loans, Financial Planning, Contact Centers, Banking, and Accounting. We seamlessly integrate offshore teams into businesses, helping them boost profitability, productivity, and customer focus. We specialize in delivering tailored solutions that meet the unique needs of our clients. Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners.

About the Role: The Account Executive role will be working with account management team producers/sales people. There would be no expectation of direct client facing contact.

Key Responsibilities:
  • Follow up outstanding documentation from brokers & account management team
  • Preparing and issuing policy documents (COI, wordings, COC etc.)
  • Entering renewal and new business accounts into the system (data entry)
  • Reviewing daily AMS downloads and flagging accounts that account management team needs to be aware of regarding accounts renewed or audits Additional Premium >25% of premium change. Pull a copy of the document from the insurance carrier website and send to the account representative listed on the file. Review additions/deletion changes made to the file and if not requested by an account manager, pull the copy of the document from the insurance carrier website and send to the account representative listed on the file.
  • Obtain renewal terms from Insurer Platforms and apply to set templates to present to Advisers, noting previous years terms, mid-term alterations and/or claims history
  • Provide comparative quoting based on existing data (claims history, current details) and present to advisers via set templates
  • Save invoices and documentation into Document Management System within the set company procedures and guidelines
  • Obtain quotes within compliance/ability level as requested/required (no client advice)
  • Prepare necessary client documentation/paperwork required
  • Inquire status of billing, cancellation & reinstatements from insurance carriers
  • Data processing in CBS: including to keep clients' files updated & record payments made and received
  • Manage Endorsements and Cancellations
  • File, follow up on claim statuses
  • Maintain good rapport with account management staff, insurers and provide an extremely high level of professional service to Clients and develop high quality relationships
  • Other tasks as requested/necessary.
Requirements

What We're Looking For:

  • At least 3 to 5 years of work experience in the US insurance market/agency
  • Has work experience with Underwriting or Insurance Broking company/agency
  • Experience with Commercial Insurance lines is highly preferred
  • Experience with AM360 or Vertafore insurance system is highly preferred
  • Excellent Written and Verbal English Communications skills

Why IntoGREAT?

Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.

Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.

Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.

Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles.

Ready to Shape the Future? Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We're eager to see how you can make a difference with us

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