Insurance Portfolio Manager

1 day ago


Antipolo City, Calabarzon, Philippines beBeeAccounting Full time ₱3,000,000 - ₱4,800,000
Job Summary

Our organization is seeking a highly skilled Insurance Account Manager to lead our insurance operations. This role requires a detail-oriented and organized individual who can effectively communicate with clients, underwriters, and online portals to deliver exceptional results.

Key Responsibilities:
  • Process insurance applications and Acord forms accurately and efficiently.
  • Submit quote requests to underwriters via email and track responses in a timely manner.
  • Obtain quotes from online insurance portals and prepare comparative proposals that meet client needs.
  • Establish strong relationships with underwriters and clients to ensure seamless processing of applications.
  • Maintain organized records and documentation of all submissions and quotes for easy reference.
Requirements:
  • Prior experience in insurance, underwriting support, or account management is preferred but not required.
  • Proficiency in using Acord forms and insurance quoting portals is essential.
  • Excellent written and verbal communication skills are necessary for success in this role.
  • Attention to detail and excellent organizational skills are vital for maintaining accuracy and efficiency.

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