Insurance Business Development Specialist

3 days ago


Quezon City, National Capital Region, Philippines Intogreat Solutions Full time
About Us

We are a global company providing professional staffing solutions for small and medium-sized businesses across various industries.

We specialize in delivering tailored offshore teams to businesses, helping them boost profitability, productivity, and customer focus.

Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners.

The Account Executive role will work with the account management team producers/sales people, supporting their efforts to deliver exceptional client experiences.

Key Responsibilities:
  • Follow up outstanding documentation from brokers & account management team
  • Preparing and issuing policy documents (COI, wordings, COC etc.)
  • Entering renewal and new business accounts into the system (data entry)
  • Reviewing daily AMS downloads and flagging accounts that account management team needs to be aware of regarding accounts renewed or audits Additional Premium >25% of premium change. Pull a copy of the document from the insurance carrier website and send to the account representative listed on the file.
  • Obtain renewal terms from Insurer Platforms and apply to set templates to present to Advisers, noting previous years terms, mid-term alterations and/or claims history
  • Provide comparative quoting based on existing data (claims history, current details) and present to advisers via set templates
  • Save invoices and documentation into Document Management System within the set company procedures and guidelines
  • Obtain quotes within compliance/ability level as requested/required (no client advice)
  • Prepare necessary client documentation/paperwork required
  • Inquire status of billing, cancellation & reinstatements from insurance carriers
  • Data processing in CBS: including to keep clients' files updated & record payments made and received
  • Manage Endorsements and Cancellations
  • File, follow up on claim statuses
  • Maintain good rapport with account management staff, insurers and provide an extremely high level of professional service to Clients and develop high quality relationships
  • Other tasks as requested/necessary.
Requirements

What We're Looking For:

  • At least 3 to 5 years of work experience in the US insurance market/agency
  • Has work experience with Underwriting or Insurance Broking company/agency
  • Experience with Commercial Insurance lines is highly preferred
  • Experience with AM360 or Vertafore insurance system is highly preferred
  • Excellent Written and Verbal English Communications skills

We offer a competitive compensation package, paid time off, wellness programs, and opportunities for career growth and development.

Supportive leadership, collaborative environment, and recognition to empower employees in their roles.



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