Virtual Senior Commercial Insurance Account Manager

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TYPE OF WORK

Full Time

SALARY

Php $60,000/month to PHP 100,000

HOURS PER WEEK

40

DATE POSTED

Aug 27, 2024

JOB OVERVIEW

The function of this position is meeting and exceeding the overall insurance needs of our personal & commercial clients. Provide prompt, accurate and courteous service to our insureds, producers, and company representatives to facilitate the retention and growth of our book of business.

Job Requirements and Responsibilities
• Ability to communicate orally, in writing and electronically with others to explain complex issues
• Ability to receive and interpret complex information and respond appropriately
• Ability to understand written and oral communication and interpret abstract information
• Professional, committed and self-motivated with the ability to focus on daily tasks
• Thorough, detail oriented and able to manage multiple clients, tasks and requests
• Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain and write assigned client and prospect lists
• Prepare and process all forms and records for client coverage documentation in connection with transactions, cancellations, bindings, endorsements and billing
• Ensure high levels of client satisfaction and service with ongoing communication and timely responses
• Maintain electronic files in an orderly, up-to-date manner
• Contribute to team effort by accomplishing related results as needed
• Assist in the development of strategies to accomplish and support business plan objectives
• Participate in seminars and classes for skill and knowledge development as part of continuing education requirements
Job Type: Full-time
Required education: College Degree
Required experience: Customer Service: 2 years
Office 365 – Word, Excel, Outlook, Teams,
Strong Typing Skills
Phone Skills - Must be willing to speak with clients
Required language: English
Insurance Specific Software & Carrier(s)
• PL Rater
• Hawksoft
• AgencyZoom
• RingCentral VOIP
• Formstack Sign
• Erie Insurance, Auto-Owners Insurance, Westfield Insurance, Safeco Insurance, Progressive, Chubb and E&S Carriers

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