Account Executive

AC Prime Insurance Brokers, Inc.; Makati; On-site; PHP 335,000 - 614,000; Full time

Benefits offered by this job

Professional growth opportunities

Job summary

AC Prime Insurance Brokers, Inc. in Makati is seeking an Account Executive for a full-time, on-site role.

You will manage client accounts, prepare and present insurance proposals, and coordinate quotations with insurers and underwriters. You will conduct client meetings, assess coverage needs, and support policy issuance, endorsements, and renewals, while maintaining documentation and ensuring regulatory compliance.

Qualifications

• Identify and acquire new clients to expand the company's insurance portfolio.
• Ability to analyze client needs, interpret insurance terms and conditions, and recommend appropriate coverage solutions.
• Build and maintain strong relationships with existing clients to ensure customer satisfaction and retention.
• Effective communication skills, both written and verbal, with the ability to present proposals clearly to clients and stakeholders.
• Solid time management and organizational skills, with attention to detail and follow-through on tasks and deadlines.
• Conduct regular follow-ups and reviews with clients to offer policy renewals and upselling opportunities.
• Liaise with underwriters, insurers, and other stakeholders to facilitate the issuance of insurance policies.
• Ensure timely and accurate processing of policy applications, endorsements, and renewals.
• Address client inquiries, concerns, and policy-related issues in a timely and professional manner.

Responsibilities

• Identify and acquire new clients to expand the company's insurance portfolio.
• Build and maintain strong relationships with existing clients to ensure customer satisfaction and retention.
• Effective communication skills, both written and verbal, with the ability to present proposals clearly to clients and stakeholders.
• Solid time management and organizational skills, with attention to detail and follow-through on tasks and deadlines.
• Conduct regular follow-ups and reviews with clients to offer policy renewals and upselling opportunities.
• Liaise with underwriters, insurers, and other stakeholders to facilitate the issuance of insurance policies.
• Ensure timely and accurate processing of policy applications, endorsements, and renewals.
• Address client inquiries, concerns, and policy-related issues in a timely and professional manner.

Job description

AC Prime Insurance Brokers, Inc. is a growing insurance brokerage in the Philippines that focuses on delivering innovative and reliable insurance solutions to a diverse client base. The organization is guided by a seasoned leadership team with decades of industry experience, ensuring strong market insight and professional service. AC Prime emphasizes client-focused solutions, tailoring coverage to meet specific risk and protection needs. Team members benefit from a collaborative environment that values integrity, long-term relationships, and continuous improvement. The company offers opportunities for professional growth within a dynamic and expanding insurance market.

Role Description

The Account Executive is a full-time, on-site role based in Makati. Day-to-day responsibilities include managing client accounts, preparing and presenting insurance proposals, and coordinating quotations with insurers and underwriters. The role involves conducting client meetings, assessing coverage needs, and providing timely support for policy issuance, endorsements, and renewals. The Account Executive will maintain accurate documentation, follow up on collections and billing issues, and ensure compliance with regulatory and company standards. This position also requires building strong client relationships, identifying new business opportunities, and collaborating closely with internal teams to deliver consistent, high-quality service.

Key Responsibilities

• Identify and acquire new clients to expand the company's insurance portfolio.Ability to analyze client needs, interpret insurance terms and conditions, and recommend appropriate coverage solutions.
• Build and maintain strong relationships with existing clients to ensure customer satisfaction and retention.
• Effective communication skills, both written and verbal, with the ability to present proposals clearly to clients and stakeholders.
• Solid time management and organizational skills, with attention to detail and follow-through on tasks and deadlines.
• Conduct regular follow-ups and reviews with clients to offer policy renewals and upselling opportunities.
• Liaise with underwriters, insurers, and other stakeholders to facilitate the issuance of insurance policies.
• Ensure timely and accurate processing of policy applications, endorsements, and renewals.
• Address client inquiries, concerns, and policy-related issues in a timely and professional manner.