Account Officer

1 day ago

Makati City, National Capital Region, Philippines NEW CANAAN INSURANCE AGENCY Full time $40,000 - $80,000 per year

ACCOUNT OFFICER

(Life, Personal Accident, HMO, Medical & Travel Insurance)

OVERVIEW OF RESPONSIBILITIES

The Account Officer will be responsible for handling clients under the Employee Benefits Team. He/She will be responsible in the request for proposal, renewal negotiations, day-to-day administration, and account management of the various HMO, Group Life, Group Personal Accident, and Travel policies.

ESSENTIAL FUNCTIONS:

  • Act as liaison between insurance providers, clients, resources, and other internal and external constituents. Ensures that After-sales services and commitment like ID cards, billing statements, annual physical exams, executive check-ups, letters of authorization, etc.
  • Coordinate Benefit Orientation with the Insurance Company and ensure the accuracy and completeness of the presentation material.
  • Coordinate and recommend wellness programs that will be beneficial to the Clients.
  • Conduct regular meetings with Clients to ensure that all concerns are being attended to.
  • Administer marketing and renewal functions including employee communications, orientation, and meetings.
  • Ensure that all agreements, meetings, and commitments are properly documented.
  • Upload the necessary and required documents in CRM and client folder
  • Establish and maintain strong relationships with clients and principals/insurers through frequent and effective communication, resolving their issues efficiently and on time.
  • Coordinate with the Team Leader / Account Manager / Head of Employee Benefits to properly monitor expiring policies, handle new and renewal businesses, and review policy agreements.
  • Review existing policies and recommend possible enhancements that will be beneficial for the company
  • Ensures timely renewal of all existing accounts.
  • Escalate to higher management and all accounts with complex issues that need special attention and resolution.
  • Coordinate with the Finance Group on the collection of premium payments from clients within the 30-day time frame from the effective date of the policies.
  • Handles new business opportunities/referrals that will be assigned by the Team.
  • Handles additional tasks that may be assigned from time to time.

REQUIREMENTS:

Education: Bachelor's Degree. 

Experience:

Must have at least 2 years of relevant work experience in marketing and account management in the medical, health, and life insurance industry.

Special Skills:

Strong Communication Skills; Proficiency in Microsoft Office and other computer programs.

RELATIONSHIPS:

Internal: Management and staff of the Company

External: Principals, clients

The compensation package shall be commensurate with the work experience of the applicant.

Only qualified and shortlisted candidates will be processed

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