Account Specialist

1 week ago

Makati City, National Capital Region, Philippines Trinity Insurance and Reinsurance Brokers, Inc Full time ₱104,000 - ₱130,878 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 Account Specialist for our Employee Benefits division who will be responsible for managing key accounts and achieving the group's overall objective.

Responsibilities:

  • Monitoring and updating assigned accounts for renewal. Assist the manager in renewal discussion preparations.
  • Conduct collection follow-ups in coordination with the credit and collection team
  • 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:

  • Graduate of any business-related course
  • 1-3 years of experience in healthcare account management, preferably from an HMO provider, insurance broker, or life insurance company. Fresh graduates are welcome to apply.
  • Basic understanding or working knowledge of HMO and other life insurance lines.
  • Client-centered approach and detail-oriented
  • Proficient in MS Suite Applications
  • Strong communication skills and confidence in conducting presentations and negotiations.
  • Able to work onsite in San Antonio, Makati

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