Insurance Relationship Manager

22 hours ago


Ayala Alabang, National Capital Region, Philippines beBeeRelationship Full time ₱7,200 - ₱7,800

We are seeking a seasoned Insurance Account Manager to lead client relationships, manage accounts and deliver exceptional service while supporting sales and business development efforts.

Key Responsibilities
  1. Prepare quotes with multiple carriers for insurance, compare and review quotes, enter information in the management system, prepare documents and applications for policy issuance, and send emails.
  2. Client Relationship Management:
  • Serve as primary liaison between company and clients, addressing inquiries, concerns, and requests promptly.
  • Buold 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.
  • Strong communication, negotiation, and relationship-building abilities.
  • Exceptional organizational skills and accuracy in managing client accounts.


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