Insurance Account Manager

2 weeks ago

Makati City, National Capital Region, Philippines NEW CANAAN INSURANCE AGENCY Full time
Job Summary:
The NEW CANAAN INSURANCE AGENCY is seeking a highly skilled Insurance Account Manager to join our team. The ideal candidate will be responsible for handling clients under the Employee Benefits Team, ensuring that all agreements, meetings, and commitments are properly documented. This role requires strong communication skills, proficiency in Microsoft Office, and a strong understanding of the medical, health, and life insurance industry.

About Us:
New Canaan Insurance Agency is a reputable insurance provider dedicated to delivering exceptional customer service and tailored solutions to our clients. We offer a comprehensive benefits package and opportunities for professional growth and development.

Responsibilities:
* Act as liaison between insurance providers, clients, resources, and other internal and external constituents.* Coordinate Benefit Orientation with the Insurance Company and ensure the accuracy and completeness of the presentation material.* Coordinate and recommend wellness programs that will be beneficial to the Clients.* Conduct regular meetings with Clients to ensure that all concerns are being attended to.* Administer marketing and renewal functions including employee communications, orientation, and meetings.* Ensure timely renewal of all existing accounts.* Escalate to higher management and all accounts with complex issues that need special attention and resolution.* Coordinate with the Finance Group on the collection of premium payments from clients within the 30-day time frame from the effective date of the policies.* Handles new business opportunities/referrals that will be assigned by the Team.* Handles additional tasks that may be assigned from time to time.

Requirements:
* Bachelor's Degree in relevant field* At least 2 years of relevant work experience in marketing and account management in the medical, health, and life insurance industry* Strong Communication Skills; Proficiency in Microsoft Office and other computer programs* Ability to establish and maintain strong relationships with clients and principals/insurers through frequent and effective communication, resolving their issues efficiently and on time.

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