Insurance Solutions Specialist

1 day ago

General Santos, Soccsksargen, Philippines beBeeAccount Full time $7,200 - $7,800
About this role

This is an exciting opportunity to work as an Insurance Account Manager. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, ensuring their insurance needs are met with tailored solutions.


Key Responsibilities:
  • Preparing quotes with multiple carriers for insurance, comparing and reviewing quotes, entering information in the management system, preparing documents and applications for policy issuance, and sending emails
  • Client Relationship Management
    • Serving as the primary liaison between us and clients, addressing inquiries, concerns, and requests promptly
    • Building and maintaining strong relationships with clients to ensure satisfaction and long-term loyalty
    • Educating clients on policy options, renewals, and changes
  • Policy Management
    • Reviewing and managing existing insurance policies to ensure they meet client needs
    • Assisting with policy renewals, amendments, and endorsements
    • Conducting periodic reviews of client accounts to identify coverage gaps and recommending appropriate solutions
  • Sales and Business Development
    • Collaborating with sales teams to develop new business opportunities
    • Cross-selling additional products or services to existing clients
    • Providing quotes, proposals, and presentations tailored to individual client needs
  • Administrative Support
    • Maintaining accurate and up-to-date records of client interactions, policy details, and transactions
    • Processing applications, claims, and other insurance documentation efficiently
    • Monitoring compliance with standards and regulatory requirements
  • Problem Resolution
    • Handling complex client issues and providing effective resolutions in a timely manner
    • Liaising with underwriters, carriers, and other stakeholders to address client concerns
    Qualifications
    • Experience in insurance account management or a similar role
    • Proficiency in CRM systems and insurance management software
    • AMS 360 experience
    • Strong communication, negotiation, and relationship-building abilities
    • Exceptional organizational skills and accuracy in managing client accounts
    Benefits
    • Purely remote work arrangement
    • Night shift (EST)
    • Weekly pay
    Seniority level
    • Mid-senior level
    Employment type
    • Full-time
    Job function
    • Sales and Business Development
    Industries
    • Technology, Information, and Internet

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