Insurance Policy Manager

24 hours ago

Tarlac City, Central Luzon, Philippines beBeeInsurance Full time ₱7,200 - ₱7,800
Job Title: Insurance Policy Manager

Key Responsibilities:

  • Prepare and review insurance quotes from multiple carriers, comparing and reviewing to ensure the best options for clients. Enter information into management systems, prepare documents and applications for policy issuance, and send timely notifications.

  • Client Relationship Management:

    • Serve as primary liaison between company and clients, addressing inquiries, concerns, and requests promptly and professionally.

    • Build and maintain strong relationships with clients to ensure satisfaction and long-term loyalty.

    • Educate clients on policy options, renewals, and changes to meet their evolving needs.

  • Policy Management:

    • Review and manage existing insurance policies to ensure they meet client needs and expectations.

    • Assist with policy renewals, amendments, and endorsements to provide seamless coverage.

    • Conduct regular reviews of client accounts to identify potential gaps and recommend tailored solutions.

  • Business Development:

    • Collaborate with sales teams to develop new business opportunities and expand the client base.

    • Cross-sell additional products or services to existing clients to increase revenue and improve customer satisfaction.

    • Provide customized quotes, proposals, and presentations to meet 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 and effectively.

    • Monitor compliance with industry 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 and find mutually beneficial solutions.

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