Insurance Client Solutions Specialist

2 days ago

Pasig, National Capital Region, Philippines beBeeAccount Full time $7,200 - $7,800
Job Description

We are seeking an experienced Insurance Account Manager to join our team. This role involves serving as the primary point of contact for clients, ensuring their insurance needs are met with tailored solutions.

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 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 arrangement.

  • Night Shift (EST).

  • Weekly pay.

Seniority Level

  • Mid-Senior level.

Employment Type

  • Full-time.

Job Function

  • Sales and Business Development.

Industries

  • Technology, Information and Internet.

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