Business Development Insurance Specialist

7 days ago

Dasmariñas, Calabarzon, Philippines beBeeInsurance Full time $7,200 - $7,800
Job Overview

We are seeking a skilled Insurance Account Manager to serve as the primary point of contact for clients, ensuring their insurance needs are met with tailored solutions.


Key Responsibilities:
  • Prepare quotes with multiple carriers for insurance, comparing and reviewing quotes, entering information in the management system, preparing documents and applications for policy issuance, and sending emails.
  • 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.
  • 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.
  • 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.
  • 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.
  • Handle complex client issues and provide effective resolutions in a timely manner. Liaise with underwriters, carriers, and other stakeholders to address client concerns.
Qualifications
  • Experience in insurance account management or a similar role. Proficiency in CRM systems and insurance management software. AMS 360 experience.
  • Strong communication, negotiation, and relationship-building abilities. Exceptional organizational skills and accuracy in managing client accounts.

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