About the job
An Insurance Account Officer is responsible for managing and maintaining client relationships, processing insurance policies, and ensuring smooth communication between clients, insurance companies, and internal teams. Their role involves both administrative and customer service tasks, ensuring that policies are properly handled and clients receive excellent service.
Job Description of an Insurance Account Officer
Key Responsibilities:
Client Management:
Build and maintain relationships with clients to understand their insurance needs.
Provide guidance on policy options and assist in selecting appropriate coverage.
Handle client inquiries, complaints, and policy modifications.
Policy Administration:
Process applications, endorsements, renewals, and cancellations of insurance policies.
Ensure all policy documents are accurately prepared and sent to clients.
Maintain and update client records in the system.
Sales and Business Development:
Identify potential clients and promote insurance products.
Cross-sell or upsell additional insurance services.
Meet sales targets and contribute to the growth of the insurance portfolio.
Claims Assistance:
Guide clients through the claims process and ensure timely submission of required documents.
Liaise with insurance providers to follow up on claims status and settlements.
Compliance and Reporting:
Ensure policies adhere to insurance regulations and company guidelines.
Prepare periodic reports on policy status, renewals, and client interactions.
Collaboration with Underwriters and Agents:
Work closely with underwriters to assess risk and determine appropriate premiums.
Coordinate with insurance agents and brokers to ensure seamless policy issuance and servicing.
KEY SKILLS AND REQUIREMENTS:
Bachelor’s degree in Business, Finance, Insurance, or a related field.
Excellent communication and customer service skills.
Attention to detail and strong organizational abilities.
Ability to meet deadlines.
Proficiency in Microsoft Office and insurance-related software.
RENUMERATION
- COMMISSISION (STRICTLY)
- ALLOWANCE #85,000
- H.M.O
- QUATERLY REVIEW BONUS
