Insurance Relationship Manager

5 days ago


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

The Insurance Broker is responsible for managing client relationships, ensuring efficient policy servicing, negotiations with insurers and attending to client concerns. This role requires expertise in non-life/general insurance/group life.

The officer ensures clients' prompt premium payments, addresses customer inquiries, accounts receivables, policy bookings, and insurer coordination.

Key Responsibilities:

  1. Attainment of Business Goals: achieve the company's premium and commission target be it new business or renewals, maintaining renewal persistency ratio, and other targets as may be assigned.
  2. Account Servicing: Primary contact for clients, policy servicing, renewals, and claims assistance adhering to established turnaround times. The candidate is expected to do account coverage via meetings and visits on a regular basis.
  3. Managing Premium Payments & Accounts Receivables: Ensure timely collections, reconciliation, and reduction of outstanding balances.
  4. Addressing Customer Queries and Concerns: Handle inquiries and claims issues. The candidate will be expected to conduct product orientation to assigned accounts.
  5. Policy Booking and Documentation: Oversee policy applications, endorsements, and compliance.
  6. Coordination with Insurers: Establish and maintain relationships for smooth processing.
  7. Strategic Focus: Together with the General Manager and management team of the broker, formulate strategies to increase revenues and improve customer service.
  8. Other key results areas: compliance to internal and external audits. Preparation of annual budget and plans.


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