Client Support Coordinator

2 days ago


Manila, National Capital Region, Philippines Bonifacio Insurance Broker Corporation Full time

Job Overview

The Insurance Broker Account Specialist will be responsible for supporting and managing client accounts, ensuring policy servicing, and coordinating with insurers for bookings or client aftersales concerns. This role requires at least 3 years of experience in non-life/general insurance/group life insurance.

Main Responsibilities:

  • Account Support & Servicing: Provide assistance to clients, prepare policy documents, and monitor policy renewals.
  • Premium Payment & Accounts Receivable Assistance: Manage premium payments, reconcile accounts, and ensure timely invoicing.
  • Customer Service: Respond to customer queries, resolve issues, and provide excellent service.
  • Policy Booking & Documentation: Assist in policy applications, complete KYC/AMLA requirements, and ensure compliance.
  • Insurer Coordination: Support insurer communication for policy issuance and claims-related concerns.

Requirements:

  • Bachelor's degree in Business or Finance or a related field.
  • At least 3 years of experience in non-life/general insurance or general broking services.
  • Strong understanding of insurance policies, premium payments, and account servicing.
  • Excellent attention to detail and organizational skills.
  • Good communication and customer service skills.
  • Proficiency in Microsoft Office and insurance software.

What We're Looking For:

  • Results-driven individual with excellent communication skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office and insurance software.


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