Account Officer (non-life insurance)

Winebrenner & Iñigo Insurance Brokers, Inc.; Metro Manila; On-site; PHP 223,000 - 312,000; Full time

Job summary

Winebrenner & Iñigo Insurance Brokers, Inc. is seeking a detail-oriented Account Officer to manage policy servicing and client coordination, including issuance, renewals, and endorsements. You will communicate with clients and provide timely updates on policy documents.

You will prepare proposals and quotations for various lines and coordinate with insurers for rates and approvals. Onsite work in Ortigas or Makati is required, with opportunities across multiple openings.

Qualifications

• Bachelor’s degree required.
• At least 3 years of experience in insurance servicing.
• Experience in motorcar, property, or general insurance.
• Insurance brokerage experience is an advantage.
• Good communication skills, both verbal and written.
• Willing to work onsite in Ortigas / Makati.

Responsibilities

• Facilitate issuance and renewal of insurance policies.
• Monitor and follow up via email and calls on policy requests, renewals, and endorsements.
• Provide timely updates to clients regarding their policies and related documents.
• Prepare proposals and quotations for various insurance lines for client submission.
• Coordinate with insurance companies for rates and approval of proposals/quotations.

Skills

Policy servicing

Client coordination

Attention to detail

Education

Bachelor's Degree

Job description

We are looking for a detail-oriented and proactive Account Officer to manage insurance policy servicing and client coordination. The role involves handling policy issuance, renewals, and endorsements while ensuring timely communication and accurate documentation.

Key Responsibilities:

• Facilitate issuance and renewal of insurance policies

• Monitor and follow up via email and calls on policy requests, renewals, and endorsements

• Provide timely updates to clients regarding their policies and related documents

• Prepare proposals and quotations for various insurance lines for client submission

• Coordinate with insurance companies for rates and approval of proposals/quotations

Qualification:

• Graduate of any Bachelor’s Degree

• At least 3 years of experience in insurance servicing.

• Experience in motorcar, property, or general insurance.

• Insurance brokerage experience is an advantage.

• Good communication skills, both verbal and written

• Willing to work onsite in Ortigas / Makati

• Multiple positions available