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
