Account Management Officer

MAAGAP INSURANCE INC.; Cebu City; On-site; PHP 335,000 - 603,000; Full time

Job summary

MAAGAP INSURANCE INC. in Cebu City is seeking an Account Management Officer to manage assigned client accounts, process policies, renewals, endorsements, and billing with accuracy and timeliness.

You will serve as the primary contact for routine inquiries and coordinate with internal teams to ensure excellent service. The role requires a Bachelor's degree in a related field, strong communication and organizational skills, and attention to detail.

Qualifications

• Bachelor’s degree in a related field.
• Experience in insurance, account management, or customer service preferred.
• Knowledge of insurance products, policy administration, and basic processes advantageous.
• Good communication, organization, and interpersonal skills.
• Strong attention to detail and accuracy.
• Proficiency in Microsoft Office and business applications.
• Ability to manage multiple accounts and prioritize tasks.

Responsibilities

• Manage and maintain assigned client accounts and ensure information is up to date.
• Serve as primary contact for routine account inquiries and requests.
• Prepare requirements for underwriting approvals.
• Monitor account status, outstanding requirements, policy transactions, and service requests.
• Process and coordinate new business, renewals, endorsements, cancellations, and other policy transactions.
• Ensure policy documents, certificates, schedules, and other documents are prepared and released on time.
• Coordinate with clients and Finance/Accounting regarding premium billing and payments.
• Assist clients with basic claims requirements and documentation.
• Respond promptly and professionally to client inquiries and concerns.
• Maintain complete and organized client files and account records.

Skills

Bachelor's degree in related field

Communication skills

Attention to detail

Organizational skills

MS Office proficiency

Account management ability

Education

Bachelor's degree in Business Administration, Management, Finance, Insurance, Marketing, or related

Tools

Microsoft Office

Job description

About the role

The Account Management Officer is responsible for managing and maintaining assigned insurance accounts, ensuring timely and accurate processing of policies, renewals, endorsements, billing, and other account-related transactions. The position serves as a key point of contact for clients and coordinates closely with internal departments to ensure excellent service, accurate documentation, and timely resolution of account concerns.

Key responsibilities

• Manage and maintain assigned client accounts and ensure that account information is accurate and up to date

• Serve as a primary contact for routine account-related inquiries and requests

• Prepare necessary requirements of account for Underwriting approvals

• Monitor account status, outstanding requirements, policy transactions, and service requests

• Process and coordinate new business, policy renewals, endorsements, cancellations, and other policy transactions

• Ensure that policy documents, certificates, schedules, and other required documents are prepared and released accurately and on time

• Coordinate with clients and the Finance/Accounting Department regarding premium billing and payment concerns

• Assist clients with basic claims requirements and documentation

• Respond promptly and professionally to client inquiries, requests, and concerns

• Maintain complete and organized client files and account records

About you

• Bachelor's degree in Business Administration, Management, Finance, Insurance, Marketing, or a related field

• Previous experience in insurance, account management, customer service, or a related field is preferred

• Knowledge of insurance products, policy administration, and basic insurance processes is an advantage

• Good communication, organization, and interpersonal skills

• Strong attention to detail and accuracy

• Proficient in Microsoft Office and other relevant business applications

• Ability to manage multiple accounts and prioritize tasks effectively