Account Officer

22 hours ago

Makati City, National Capital Region, Philippines NEW CANAAN INSURANCE AGENCY Full time $40,000 - $60,000 per year

Account Officer - Property & Casualty

PURPOSE and SCOPE:

This position is primarily responsible for creating a positive customer experience by addressing customers' queries and concerns and effective servicing of their Property and Casualty (P & C) insurance needs in a professional, friendly and caring manner.

ESSENTIAL FUNCTIONS:

Customer Servicing

  • Develop rapport with existing and prospective customers to ensure smooth and long-term relationship. Schedule regular visits to assigned Accounts (Key Accounts – non active).
  • Attend promptly to emails or incoming calls and ensure that concerns or requests are given appropriate action in a timely manner.
  • Monitor and instruct Principals for policy and/or endorsement requests and provide feedback on the status of transactions requested by the customers.
  • Consolidate underwriting information in coordination with underwriting group for insurance program preparation.
  • Advise/Elevate all key developments on the account to ensure smooth coordination of all activities of clients and the status of their accounts.
  • Maintain monitoring log sheet of customers' activity lists and the detailed electronic and paper files for reference, to keep track of renewals and maintenance of existing accounts.
  • Resolve or escalate concerns so that customers are adequately informed of the actions being undertaken and assured that their concerns are being addressed.
  • Assist customers on claims issues or concerns in close coordination with the Claims Group.
  • Coordinate with concerned employees or work units for the resolution of customer complaints.
  • Assist in business generation activities for existing and potential customers.
  • On time collection of all issued policies within the agreed timeframe with Finance.
  • Initiate / offer other insurance products (Life / Non-Life) to existing clients by way of introducing said products. Coordinate with the concerned and respective groups and oversee relationship with existing clients.

Reporting and Records Management

  • Prepare and submit regular Weekly Renewal Reports or Daily Updates, as needed.
  • Escalate promptly customers' concerns related to policy renewal.
  • Retrieve and protect policy records in compliance with the guidelines set by the Company.

Others

  • Undertake additional tasks and responsibilities that may be reasonably expected of the role and as necessary in order to achieve the Company's goals.

REQUIREMENTS:

Education:College graduate with a degree in any business or management related discipline.

Experience:At least three (3) years of relevant work in the non-life insurance industry.

RELATIONSHIPS:

Internal Work Units/Direct Insurers: Information or action needed to answer queries or to resolve concerns of customers.

Customers: Completion of requirements or resolution of concerns related to Property and Casualty insurance.

Note: This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or require that other or different tasks be performed when circumstances change.

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