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Insurance Acquisition Specialist

1 week ago

Manila, National Capital Region, Philippines Pioneer Your Insurance Full time
Job Title: Affinity Accounts (Global)

Overview of Your Role:

You will be responsible for acquiring new accounts and managing, retaining, and expanding affinity accounts through effective customer service, receivable management, compliance with company protocols, and relationship management to contribute to the attainment of business goals.

Duties and Responsibilities:

  1. Financial Management: Meet production and profitability targets consistently and assist in ensuring team expenses are within budget to contribute to overall financial performance.
  2. Experience Management: Provide excellent customer service and communicate proactively with internal teams to resolve issues and ensure smooth operations.
  3. Process Management: Deliver processes and activities consistently according to quality standards and turn-around time:
    1. Contribute to policy and guideline discussions, offering insights and recommendations based on expertise and experience.
    2. Adhere to underwriting guidelines and protocols, providing recommendations and insights to enhance account profitability.
    3. Negotiate payment terms and collect payments as agreed upon.
    4. Ensure compliance with company processes, guidelines, protocols, regulatory, and reportorial requirements.
    5. Analyze raised concerns within area of expertise, resolve independently when possible, and escalate complex issues to meet Service Level Agreements (SLAs).
  4. Data Management: Comply with data and document management standards and procedures, handling documents and data accurately and completely to ensure record and database accuracy.
  5. Produce accurate and timely reports according to specifications while observing SLA and data management standards and guidelines.

A Bit About You:

  • Candidate must be a graduate of any bachelor's degree courses.
  • With at least 3-5 years of experience gained from sales in medical insurance or HMO.
  • Strong proficiency in MS Office (Word, Excel, PowerPoint).
  • Willing to be assigned to our head office in Makati for field work.

What We Need:

  • Keen attention to detail.
  • Strong job motivation and initiative.
  • Ability to work with minimum supervision.
  • Good communication and interpersonal skills.
  • Results-oriented, organizational savvy, and excellent decision-making skills.