Enterprise Risk Manager

5 days ago

Davao City, Davao, Philippines beBeeCommercial Full time ₱6,000,000 - ₱8,000,000
Job Title:

Commercial Insurance Professional

Job Description:
  • Primary Responsibilities:
  • Serve as a key team member in the Commercial Lines Department, including educating current clients and attracting new ones.
  • Provide proposals for agency producers.
  • Quote policies with top-rated carriers in the industry.
  • Maintain up-to-date knowledge of products and markets.
  • Focus on client retention and sales growth by cross-selling and expanding existing accounts.
  • Service existing clients in person, by email, or via telephone by preparing renewals, remarketing accounts, processing claims, and making policy changes.
  • Quote and issue new policies.
  • Assist with COI - Certificates of Insurance, EOP - Evidence of Property Insurance, and Homeowners Insurance documentation.
  • Insurance Knowledge & Experience:
  • 5-7 years of experience in Commercial Lines Insurance (preferred).
  • Strong understanding of Property & Casualty (P&C) insurance policies, coverages, and products.
  • Familiarity with the operations of an Independent Insurance Agency.
  • Knowledge of quoting policies with major carriers.
  • Customer Service & Communication Skills:
  • Excellent spoken and written English skills.
  • Experience handling customer inquiries, policy changes, and claims assistance.
  • Ability to professionally manage and respond to phone calls and emails.
  • Strong listening skills and ability to handle objections or concerns effectively.
  • Sales & Upselling Abilities:
  • Ability to recognize opportunities for cross-selling or upselling policies.
  • Administrative & Process-Oriented Skills:
  • Ability to manage COI, EOP, and Homeowners Insurance documentation.
  • Experience with remarketing logs and tracking renewals.
  • Proficiency in processing claims, renewals, and policy modifications.
  • Technical & System Proficiency:
  • Experience with agency management systems.
  • Proficiency in office software (Microsoft Office, Google Workspace).
  • Familiarity with quoting platforms.
  • Time Management & Organization:
  • Ability to accurately process multiple tasks under deadlines.
  • Strong attention to detail to ensure quality and compliance.
  • Professionalism & Work Ethic:
  • Strong problem-solving skills and ability to handle complex insurance issues.
  • Ability to maintain a professional demeanor in all interactions.
  • A proactive approach to learning and adapting to new tasks.

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