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Client Relationship Executive

1 week ago

Mandaluyong City, National Capital Region, Philippines Unilab, Inc. Full time

The Insurance Broker Accounts Officer is responsible for managing client relationships, ensuring efficient policy servicing, and negotiating with insurers to address client concerns. This role requires expertise in non-life/general insurance and group life, with knowledge of employee benefits being an advantage.

Key Areas of Responsibility:
  • Client Account Management: Manage client accounts, ensure prompt premium payments, and address customer inquiries.
  • Premium Collections: Ensure timely collections, reconciliation, and reduction of outstanding balances.
  • Policy Servicing: Provide policy servicing, renewals, and claims assistance within established turnaround times.
  • Relationship Building: Establish and maintain relationships with clients, insurers, and internal stakeholders.