Client Relationship Management :
Act as the primary point of contact for insurance brokers, building and maintaining strong, long-lasting relationships.
Sales and Growth :
Identify and pursue opportunities to increase business by cross-selling and up-selling insurance products through the broker channel.
Product Expertise :
Educate brokers on insurance products, helping them understand coverage details, policy changes, and rate fluctuations to better serve their clients.
Operational Support :
Assist brokers with processing quotes, issuing policy renewals, and providing support for claims and policy adjustments.
Internal Coordination :
Collaborate with internal teams such as underwriting and claims to ensure smooth execution of processes and address broker needs.
Compliance :
Ensure that all activities comply with industry regulations and company policies.
Reporting :
Prepare and present reports and proposals to both brokers and internal management to track progress and identify strategic initiatives.
Skills and Qualifications
Communication Skills :
Excellent ability to clearly explain complex information, negotiate, and build rapport with brokers.
Sales and Marketing Acumen :
Aptitude for identifying business opportunities and effectively promoting insurance products.
Industry Knowledge :
A strong understanding of insurance products, market trends, and regulatory requirements.
Problem-Solving Abilities :
Capability to handle client inquiries, resolve issues, and provide effective solutions.
Organizational Skills :
Ability to manage a portfolio of accounts, maintain accurate records, and organize work effectively.
Account Manager • Makati, National Capital Region, PH