Clients Relations Associate

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