Junior Account Specialist - OPEN TO FRESH GRADUATES

apartmentTrinity Insurance and Reinsurance Brokers, Inc placeCebu scheduleFull-time calendar_month 

COMPANY PROFILE

Trinity is a full-line insurance broker providing products and services in General Insurance and Employee Benefits. For more than three decades, Trinity has transformed the lives of its clients and customers, redefining what it means to be in the business of insurance by creating products and services that are customized, personalized, and cost-effective.

Through its partnership with Brokerslink, a global broking company that brings together market-leading independent brokers from more than 100 countries, Trinity is equipped to serve its clients with the risk management services they might need.

THE ROLE:

We are looking for Junior Account Specialists for our Cebu Branch to serve as the primary point of contact for client needs, coordinate with credit and collection, policy administration, and claims team for the company's services, and monitor and assist in the renewal of accounts to ensure client retention and satisfaction.

The role will focus on General Insurance (Non-life Insurance).

RESPONSIBILITIES:

  • Monitoring and updating assigned accounts for renewal. Assist the manager in renewal discussion preparations.
  • Conduct collection follow-ups in coordination with the credit and collection team
  • Attend to claims concerns in partnership with the claims department
  • Daily coordination with the Policy Administration department regarding deliverables (policies, endorsements &, etc.)
  • Providing weekly production & collection reports/analysis
QUALIFICATIONS
  • Graduate of any 4-year course
  • Open to fresh graduates. A year of experience in non-life insurance or account management is an advantage.
  • Excellent oral and written communication skills. Possesses a client-centered approach.
  • Organized, detail-oriented, and tech-savvy.
  • Willing to work onsite in Cebu.
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