Insurance Client Services Coordinator

5 days ago


Quezon City, National Capital Region, Philippines Intogreat Solutions Full time
About Intogreat Solutions

We are a global company providing professional staffing solutions to small and medium-sized businesses across various industries.

We specialize in delivering tailored offshore teams to meet the unique needs of our clients.

The Account Executive role will work closely with the account management team to support their efforts in delivering exceptional client experiences.

Key Responsibilities:
  • Assist in the coordination of outstanding documentation from brokers and account management team
  • Prepare and issue policy documents, including certificates of insurance, policy wordings, and certificates of coverage
  • Enter new and renewal business accounts into the system, ensuring accurate data entry and compliance with company procedures
  • Review daily downloads from the insurance carrier's platform, identifying any potential issues or audits requiring attention from the account management team
  • Obtain renewal terms from insurer platforms and apply them to set templates, taking into account previous year's terms, mid-term alterations, and claims history
  • Provide comparative quoting based on existing data, presenting it to advisers via set templates
  • Save invoices and documentation into the document management system, adhering to company procedures and guidelines
  • Obtain quotes within compliance levels as requested or required, without providing client advice
  • Prepare necessary client documentation and paperwork
  • Inquire about the status of billing, cancellations, and reinstatements from insurance carriers
  • Data processing in CBS, including keeping clients' files updated and recording payments made and received
  • Manage endorsements and cancellations
  • File and follow up on claim statuses
  • Maintain good rapport with account management staff, insurers, and provide an extremely high level of professional service to clients, developing high-quality relationships
  • Perform other tasks as requested or necessary.
Requirements

We're looking for individuals with:

  • A minimum of 3-5 years of experience in the US insurance market or agency
  • Work experience with underwriting or insurance broking companies/ agencies
  • Preferred experience with commercial insurance lines
  • Preferred experience with AM360 or Vertafore insurance systems
  • Excellent written and verbal English communication skills

We offer a competitive compensation package, paid time off, wellness programs, and opportunities for career growth and development.

Collaborative leadership, supportive environment, and recognition to empower employees in their roles.



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