Business Development Manager

1 week ago

Barcelona, Philippines beBeeInsurance Full time ₱7,200 - ₱78,700
Job Title

Insurance Account Manager

About the Job

We are seeking an Insurance Account Manager to serve as a primary point of contact for clients, ensuring their insurance needs are met with tailored solutions. This role focuses on building and maintaining client relationships, managing accounts, and providing exceptional service while supporting sales and business development efforts.

This is a mid-senior level position in Sales and Business Development that requires experience in insurance account management or a similar role. The ideal candidate will have proficiency in CRM systems and insurance management software, as well as strong communication, negotiation, and relationship-building abilities.

The successful candidate will be responsible for preparing quotes with multiple carriers, comparing and reviewing quotes, entering information in the management system, preparing documents and applications for policy issuance, and sending emails.

Key responsibilities include:

  • Client Relationship Management
    • 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
  • Policy Management
    • 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
  • Sales and Business Development
    • 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
  • Administrative Support
    • Maintain accurate and up-to-date records of client interactions, policy details, and transactions
    • Process applications, claims, and other insurance documentation efficiently
    • Monitor compliance with company standards and regulatory requirements
  • Problem Resolution
    • Handle complex client issues and provide effective resolutions in a timely manner
    • Liaise with underwriters, carriers, and other stakeholders to address client concerns
Qualifications

The ideal candidate will have:

  • Experience in insurance account management or a similar role
  • Proficiency in CRM systems and insurance management software
  • Strong communication, negotiation, and relationship-building abilities
Benefits

This role offers:

  • A purely remote work environment
  • Night shift (EST) hours
  • Weekly pay

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