Client Relationship Manager

2 days ago


Makati City, National Capital Region, Philippines beBeeInsurance Full time $7,200 - $7,800
Job Overview

This role focuses on establishing and maintaining client relationships, managing accounts, and delivering exceptional service while supporting sales and business development efforts.

Key Responsibilities
  • Prepare insurance quotes with multiple carriers, compare and review quotes, enter information into the management system, prepare documents and applications for policy issuance, and send emails
  • Serve as the primary liaison between clients and stakeholders, address inquiries, concerns, and requests promptly
  • Build and maintain strong relationships with clients to ensure satisfaction and long-term loyalty
  • Review and manage existing insurance policies to ensure they meet client needs
  • Assist with policy renewals, amendments, and endorsements
  • Collaborate with sales teams to develop new business opportunities
  • Cross-sell additional products or services to existing clients
Qualifications
  • Experience in insurance account management or a similar role
  • Proficiency in CRM systems and insurance management software
  • Strong communication, negotiation, and relationship-building abilities

The ideal candidate will have experience in insurance account management and strong communication skills to build and maintain client relationships.

About Remote Work

This is a remote work opportunity that allows you to work from home and have a flexible schedule.



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