Clients Relations Associate

AC Prime Insurance Brokers, Inc.; Makati; On-site; PHP 260,000 - 360,000; Full time

Job summary

An insurance brokerage in the Philippines is looking for a Client Relations Associate to support Account Executives in managing client relationships and ensuring excellent service. The ideal candidate will have strong interpersonal skills, excellent communication abilities, and customer service experience. This is a full-time, on-site position located in Makati, focusing on client inquiries, documentation, and maintaining client satisfaction.

Qualifications

• Strong interpersonal skills and able to manage client relationships.
• Excellent written and verbal communication skills.
• Analytical skills necessary for solving client-related issues.
• Experience in customer service is essential.
• Bachelor's degree in Business Administration or related field preferred.

Responsibilities

• Assist Account Executives in managing client accounts and inquiries.
• Process insurance applications, renewals, and documentation.
• Respond promptly to client inquiries.
• Provide accurate information about insurance products.
• Build strong relationships with clients to enhance satisfaction.
• Maintain accurate client records in the company system.
• Support sales with quotations and proposals.
• Monitor premium payments and policy updates.

Skills

Strong Interpersonal Skills

Excellent Communication skills

Proficiency in Analytical Skills

Customer Service experience

Customer service

Teamwork

Attention to detail

Education

Bachelor's degree in Business Administration or related field

Job description

Overview

On-site - Makati • 1-3 Yrs Exp • Bachelor • Full-time

Job Description

Company Description

AC Prime Insurance Brokers, Inc. is a growing insurance brokerage in the Philippines, dedicated to providing innovative and reliable insurance solutions. Our leadership team brings decades of industry experience, ensuring exceptional service and client-focused solutions.

We are looking for a Client Relations Associate to support our Account Executives in managing client relationships, ensuring excellent service, and facilitating smooth insurance transactions.

Role Description

This is a full-time on-site role for a Client Relations Associate located in Makati. The Client Relations Associate will be responsible for managing client relationships, addressing client inquiries, providing exceptional customer service, and solving client-related issues. The role includes tasks such as maintaining client records, coordinating with internal teams to meet client needs, and performing client follow-ups to ensure satisfaction.

Key Responsibilities

• Assist Account Executives in managing client accounts and responding to inquiries
• Process insurance applications, policy renewals, and client documentation
• Respond promptly to client inquiries through email, phone, and in-person interactions.
• Provide accurate information about insurance products, policy coverage, and claims processes.
• Assist clients with policy applications, renewals, endorsements, and cancellations.
• Coordinate with underwriters and other internal departments for policy issuance and updates.
• Monitor client accounts to ensure timely premium payments and policy updates.
• Maintain accurate and up-to-date client records in the company database.
• Build strong relationships with clients to enhance loyalty and retention.
• Gather feedback to identify areas of improvement and ensure client satisfaction.
• Prepare and maintain necessary reports, documentation, and correspondence.
• Support the sales team with client-related tasks, including quotations and proposals.

Qualifications

• Strong Interpersonal Skills and Client Relations skills
• Excellent Communication skills (both written and verbal)
• Proficiency in Analytical Skills to solve client-related issues
• Customer Service experience and skills
• Bachelor's degree in Business Administration or related field is preferred
• Ability to work effectively in a team-oriented environment
• Keen attention to detail and organizational skills

Working Location: Makati

Please refer to job description.

HR Manager AC Prime Insurance Brokers, Inc.

Working Location

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