Senior Insurance Client Advisor

3 days ago

Taguig, National Capital Region, Philippines beBeeInsuranceAccountManager Full time $7,200 - $7,800
Job Overview

The role of Insurance Account Manager involves serving as the primary point of contact for clients, ensuring their insurance needs are met with tailored solutions. This position focuses on building and maintaining client relationships, managing accounts, and providing exceptional service while supporting sales and business development efforts.

Key Responsibilities
  • Quote Preparation: Prepare 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 emails
  • 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 company 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
  • AMS 360 experience
  • Strong communication, negotiation, and relationship-building abilities
  • Exceptional organizational skills and accuracy in managing client accounts
Benefits
  • Work-from-home opportunity
  • Night Shift (EST)
  • Weekly pay
Employment Details
  • Mid-Senior level
  • Full-time position
  • Sales and Business Development focus
  • Technology industry

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