Senior Client Advocate

13 hours ago

Paranaque City, Calabarzon, Philippines beBeeAccounting Full time $7,200 - $7,800
Insurance Account Manager Role

We are seeking a seasoned Insurance Account Manager to serve as the primary point of contact for clients, ensuring their insurance needs are met with tailored solutions.

This role focuses on building and maintaining client relationships, managing accounts, and providing exceptional service while supporting sales and business development efforts.

Key Responsibilities:
  • Preparing quotes with multiple carriers for insurance, comparing and reviewing quotes, entering information in the management system, preparing documents and applications for policy issuance, and sending communications.
  • Client Relationship Management: Serve as the primary liaison between the company and clients, addressing inquiries, concerns, and requests promptly. Build and maintain strong relationships with clients to ensure satisfaction and long-term loyalty. Educate clients on policy options, renewals, and changes.
  • Policy Management: Review and manage existing insurance policies to ensure they meet client needs. Assist with policy renewals, amendments, and endorsements. Conduct periodic reviews of client accounts to identify coverage gaps and recommend appropriate solutions.
  • Sales and Business Development: Collaborate with sales teams to develop new business opportunities. Cross-sell additional products or services to existing clients. Provide quotes, proposals, and presentations tailored to individual client needs.
  • Administrative Support: Maintain accurate and up-to-date records of client interactions, policy details, and transactions. Process applications, claims, and other insurance documentation efficiently. Monitor compliance with industry standards and regulatory requirements.
  • Problem Resolution: Handle complex client issues and provide effective resolutions in a timely manner. Liaise with underwriters, carriers, and other stakeholders to address client concerns.
Required Skills and Qualifications:
  • Experience in insurance account management or a similar role.
  • Proficiency in CRM systems and insurance management software.
  • Strong communication, negotiation, and relationship-building abilities.
  • Exceptional organizational skills and accuracy in managing client accounts.

Join our team today

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