Senior Insurance Portfolio Manager

7 days ago


Rizal, Philippines beBeeInsurance Full time ₱3,000,000 - ₱4,500,000
Account Manager Job Description

The role of Account Manager involves managing a portfolio of clients and ensuring timely processing of insurance applications.

  • Filling out applications and Acord forms accurately is crucial for the success of this position.
  • Submitting quote requests to underwriters via email and tracking responses is also an essential responsibility.
  • The Account Manager will obtain quotes from online insurance portals and prepare comparative proposals for clients.
  • Effective communication with underwriters and clients is necessary to ensure timely processing of applications.
  • Maintaining organized records and documentation of all submissions and quotes is vital for this role.
Requirements:
  • Experience in insurance, underwriting support, or account management is preferred.
    • Proficiency with Acord forms and insurance quoting portals is necessary.
    • A strong understanding of written and verbal communication skills is required.
    • Attention to detail and excellent organizational skills are essential for success in this position.


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