Insurance Account Specialist: Policy Servicing & Renewals

Autoshield Insurance Agency; Marikina; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

13th Month Pay

Pag-Ibig Fund

Paid Holidays

Company Equipment

Free Meals

Job summary

A leading insurance provider in Marikina is seeking an experienced Account Officer to manage client accounts. Responsibilities include policy servicing, quotes, documentation support, and coordination for claims. Ideal candidates should have a Bachelor's degree and 1-3 years in insurance or banking, with strong communication and organizational skills. This full-time role offers government-mandated benefits and company perks.

Qualifications

• 1-3 years of experience in insurance, banking, or account management.
• Detail-oriented with excellent analytical skills.
• Team player with strong initiative.

Responsibilities

• Manage assigned client accounts as the primary point of contact.
• Handle insurance policy quotations, proposals, and renewals.
• Assist clients with policy inquiries and documentation.
• Prepare Statements of Account and coordinate payments.
• Monitor client portfolio to ensure timely renewals.
• Assist in claims processing and maintain accurate client records.
• Support sales initiatives by cross-selling appropriate products.

Skills

Organizational skills

Communication skills

Interpersonal skills

Analytical skills

Multitasking abilities

Education

Bachelor's degree in Business Administration or related field

Job description

A leading insurance provider in Marikina is seeking an experienced Account Officer to manage client accounts. Responsibilities include policy servicing, quotes, documentation support, and coordination for claims. Ideal candidates should have a Bachelor's degree and 1-3 years in insurance or banking, with strong communication and organizational skills. This full-time role offers government-mandated benefits and company perks.