Insurance Policy Coordinator

2 days ago

Mandaluyong City, National Capital Region, Philippines beBeeAccount Full time $7,200 - $7,800

Job Title:

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Insurance Account Manager

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Overview

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  • We are seeking a highly skilled Insurance Account Manager to join our team. This individual will 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.">
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Key Responsibilities

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  • Client Relationship Management">
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    • The successful candidate will 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.">
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  • Policy Management">
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    • 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.">
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  • Sales and Business Development">
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    • 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.">
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  • Administrative Support">
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    • 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.">
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  • Problem Resolution">
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    • Handle complex client issues and provide effective resolutions in a timely manner.">
    • Liaise with underwriters, carriers, and other stakeholders to address client concerns.">
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Required Skills and Qualifications

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  • 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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Benefits

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  • Work-from-home opportunity.">
  • Night Shift (EST).">
  • Weekly pay.">
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Seniority level

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  • Mid-Senior level.">
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Employment type

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  • Full-time.">
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Job function

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  • Sales and Business Development.">
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Industries

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  • Technology, Information and Internet.">

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