Account Executive
Cebu

Responsibilities:

Client Management
• Manage onboarding process of new client
• Manage renewal process of existing client
• Open and maintain client accounts by recording accurate account information
• Proactively notify client of payments due/returned to settle account or prevent policy interruption to client

Team Support
• Work closely with CSM to ensure proper procedures and customer service is being delivered
• Provide support to business development executives
• Prompt response and delivery on all means of communication to support other departments
• Participate in generating reports through collecting and analyzing customer information
• Handle complaints, provide appropriate solution timely and do follow-up to ensure resolution

Customer Service
• Proactively notify client of payments due/returned to settle account or prevent policy interruption to client
• Build sustainable relationships of trust through open and interactive communication
• Follow communication procedures, guidelines and policies
• Resolve client complaints via phone, email or other means to effectively communicate to clients

Data Entry and Client File Management
• Record client information with compliance
• Ensure adjustments are done in a timely manner
• Keep records of customer interactions, process customer accounts and file documents
• Maintain client records with compliance to data integrity

Job Requirements:

• Customer service experience
• Insurance background preferred
• Mandarin speaking is a MUST
• Two (2) full-time positions available