Client Service Representative

3 days ago


Manila, National Capital Region, Philippines Bonifacio Insurance Broker Corporation Full time

About the Role:

The Account Specialist at Bonifacio Insurance Broker Corporation plays a vital role in supporting and managing client accounts, ensuring policy servicing, and coordinating with insurers. This specialist-level role requires at least 3 years of experience in non-life/general insurance/group life insurance.

Key Tasks:

  1. Account Coverage: Conduct regular meetings and visits with clients to understand their needs and preferences.
  2. Premium Payment Monitoring: Monitor due dates, follow up on payments, and support account payment reconciliation.
  3. Policy Issuance & Claims: Assist in policy applications, data entry of policies booked in appropriate insurance system/platform, and coordination with insurers for policy issuance and claims related concerns.
  4. Ensure the attainment of assigned business targets.

Requirements:

  • Bachelor's degree in any Business or Finance course or a related field.
  • At least 3 years of experience in non-life/general insurance or general broking services.
  • Strong understanding of insurance policies, premium payments, and account servicing.
  • Excellent attention to detail and organizational skills.
  • Good communication and customer service skills.


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