Junior Account Specialist

2 weeks ago

Makati City, National Capital Region, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full time ₱900,000 - ₱1,200,000 per year

COMPANY PROFILE:

Trinity is a full-line insurance broker providing products and services in General Insurance and Employee Benefits. For more than three decades, Trinity has transformed the lives of its clients and customers, redefining what it means to be in the business of insurance by creating products and services that are customized, personalized, and cost-effective. Through its partnership with Brokerslink, a global broking company that brings together market-leading independent brokers from more than 100 countries, Trinity is equipped to serve its clients with the risk management services they might need.

THE ROLE:

We're looking for Account Specialists to join our General Insurance team under the Sales Administration section. The role will provide administrative and operational support to Account Managers in managing client accounts, ensuring smooth preparation of quotations, documentation, and internal coordination with insurers.

This is a key role that enables Account Managers to focus on client-facing responsibilities and business development.

Key Responsibilities:

  • Assist Account Executives in preparing proposals, quotations, and presentation materials
  • Coordinate with insurance providers for requirements and documentation
  • Track and monitor account renewals, endorsements, and pending transactions
  • Handle documentation, encoding, and filing to ensure accuracy and compliance
  • Respond to client clarifications or requests when delegated by Managers.
  • Prepare reports and updates for the team/division on account status.

Qualifications:

  • A graduate of any business-related course. Preferably from business administration, communication, and finance programs.
  • 1-2 years of experience in a sales support role that focuses on monitoring clients and providing updates. Fresh graduates are welcome to apply.
  • Basic/working knowledge of non-life insurance is an advantage.
  • Proactive in follow-ups and possesses strong coordination skills.
  • Proficient in MS Suite Applications.
  • Detail-focused but adaptable when dealing with urgent account needs.
  • Willing to learn and gradually transition into client-facing responsibilities as part of career progression
  • Able to work onsite in San Antonio, Makati.

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