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Brokerage Services Executive

1 week ago

Manila, National Capital Region, Philippines Bonifacio Insurance Broker Corporation Full time

About This Role

This Insurance Broker Account Specialist role is an exciting opportunity to work with a dynamic and growing organization. As a key member of our team, you will be responsible for supporting and managing client accounts, ensuring policy servicing, and coordinating with insurers for bookings or client aftersales concerns.

Key Responsibilities:

  • Account Support & Servicing: Provide assistance to clients, prepare policy documents, and monitor policy renewals.
  • Premium Payment & Accounts Receivable Assistance: Manage premium payments, reconcile accounts, and ensure timely invoicing.
  • Customer Service: Respond to customer queries, resolve issues, and provide excellent service.
  • Policy Booking & Documentation: Assist in policy applications, complete KYC/AMLA requirements, and ensure compliance.
  • Insurer Coordination: Support insurer communication for policy issuance and claims-related concerns.

Requirements:

  • Bachelor's degree in Business or Finance or a related field.
  • At least 3 years of experience in non-life/general insurance or general broking services.
  • Strong understanding of insurance policies, premium payments, and account servicing.
  • Excellent attention to detail and organizational skills.
  • Good communication and customer service skills.
  • Proficiency in Microsoft Office and insurance software.

What We Offer:

  • Competitive compensation and benefits package
  • Professional development and career growth opportunities
  • Collaborative and supportive work environment