About You & the Role
As an Account Management Assistant under Chinabank Insurance Brokers, Inc., you will be responsible for managing insurance accounts, processing policy requests and renewals, assisting in claims handling, monitoring collections, and supporting business development initiatives. You will work closely with bank branches, insurance partners, and clients to ensure efficient servicing and account management.
What You Will Be Doing
- Process mortgage and non-mortgage insurance accounts by preparing quotations, proposals, and policy issuance requests.
- Coordinate with branches, clients, and insurance companies regarding policy requirements and issuance.
- Monitor and accurately encode policies in the Insurance Information Business System (IIBS).
- Assist in generating and releasing renewal notices and renewal reminders for expiring accounts.
- Review premium rates, commission rates, and policy terms for renewal accounts.
- Build and maintain relationships with assigned branches through account servicing, renewals, and cross-selling opportunities.
- Conduct client prospecting, participate in joint marketing calls, and support product presentations.
- Monitor account receivables and assist in collection efforts for overdue accounts.
- Provide claims assistance, including monitoring claims status and coordinating with relevant parties.
- Handle inquiries, concerns, and requests from internal and external clients.
- Perform other duties and special projects assigned from time to time.
What Success Looks Like
- Timely and quality servicing of new and existing insurance accounts.
- Accurate application of premium rates, commissions, and policy details.
- Consistent and effective use of IIBS for account processing and policy issuance.
- Accurate and timely release of renewal notices and account reminders.
- Strong branch engagement through account management and business generation activities.
- Effective monitoring of account receivables and claims concerns.
- Minimal processing, encoding, and documentation errors.
Qualifications We Value
- Graduate of a 4-year degree, preferably in Marketing, Business Administration, or a related field.
- Experience or background in the non-life insurance industry is an advantage.
- Strong communication and interpersonal skills.
- Proficient in Microsoft Office applications.
- Numerically inclined with strong attention to detail.
- Able to effectively coordinate with branches, insurance companies, and policyholders.
