Account Specialist

1 day ago

Makati City, National Capital Region, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full time ₱30,000 - ₱60,000 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 are looking for an Accounts Specialist for our Employee Benefits division who will be responsible for managing key accounts and achieving the group's overall objective. This role will have a strong emphasis on HMO and Life Insurance products by providing analysis to our clients and working with insurance providers to deliver excellent service.

Responsibilities:

  • Monitoring and updating assigned accounts for renewal. Prepare quotations for analysis and client presentations
  • Conduct collection follow-ups in coordination with the credit and collection team.
  • Guide junior specialists on day-to-day client transactions and projects.
  • Attend to claims concerns in partnership with the claims department.
  • Daily coordination with the Policy Administration department regarding deliverables (policies, endorsements &, etc.)
  • Providing weekly production & collection reports/analysis

Qualification:

  • A graduate of any 4-year course. Medically aligned degrees have an advantage.
  • 3-4 years of experience in healthcare account management, specifically with a strong background in either of the following: HMO, Group Life Insurance, and Group Personal Accident. Experience as an HMO coordinator from an insurance provider is an advantage.
  • Experienced in handling clients' concerns through a customer-centric approach.
  • Proficient in MS Suite Applications
  • Strong communication skills, able to coordinate with different business units to meet client demands and concerns.
  • Able to work onsite in San Antonio, Makati

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