Senior Client Solutions Specialist

3 days ago

Iloilo City, Western Visayas, Philippines beBeeAccount Full time $7,200 - $7,800
Job Overview

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

Key Responsibilities:
  • 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
Requirements:
  • 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

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