Business Insurance Specialist

2 weeks ago

Porac, Philippines beBeeInsurance Full time $7,200 - $7,800
Job Title: Insurance Account Manager

We are seeking an experienced Insurance Account Manager to join our team. The successful candidate will be responsible for managing a portfolio of insurance clients, providing exceptional customer service and building strong relationships with key stakeholders.

Key Responsibilities:
  • Prepare 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
    • Serve as the primary liaison between the company and clients, addressing inquiries, concerns, and requests promptly.
    • Build and maintain strong relationships with clients to ensure satisfaction and long-term loyalty.
    • Educate clients on policy options, renewals, and changes.
  • Policy Management
    • Review and manage existing insurance policies to ensure they meet client needs.
    • Assist with policy renewals, amendments, and endorsements.
    • Conduct periodic reviews of client accounts to identify coverage gaps and recommend appropriate solutions.
  • Sales and Business Development
    • Collaborate with sales teams to develop new business opportunities.
    • Cross-sell additional products or services to existing clients.
    • Provide quotes, proposals, and presentations tailored to 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.
    • Monitor compliance with company 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.
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.

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