Relationships Account Manager

2 days ago


Cabuyao, Calabarzon, Philippines beBeeInsurance Full time $7,200 - $7,800

Job Title:

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We are seeking an Insurance Relationship Manager to serve as the primary point of contact for clients, ensuring their insurance needs are met with tailored solutions.

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

">Key Responsibilities:">
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  • Preparing 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">
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    • 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">
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  • Policy Management
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    • 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">
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  • Sales and Business Development
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    • 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">
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