Account OfficerRiskWise Insurance Agency Inc.

RISKWISE INSURANCE AGENCY, INC.
 
This busy insurance and financial services office have a passion to make a difference in the lives of our clients and community.  It has a client base that ranges from the industrial, commercial, manufacturing, trading and services fields as well as individual and group accounts.
 
We are a growing insurance agency with big dreams and lots of potential.  Our office is located at Unit 201, QC Pavilion, Gorordo Avenue, Brgy.  Kamputhaw,  Lahug, Cebu City.
 
As a team, we work hard to achieve our goals.  We help our clients manage the risks of everyday business life, recover from the unexpected and realize their mission.
 
We are currently recruiting for the position of an:
 
ACCOUNT OFFICER
Purpose of the Job/Key Objectives
 
You will help empower results for our clients by delivering innovative and effective solutions as part of our services.
 
You will report directly to the Managing Director.
 
Your impact as an Account Officer 
 
Coordinate information with other team members to facilitate renewal process.  Get involve in the pre-renewal strategy meetings with other officers.  You are required to support planning and marketing initiatives of the company.
 
Analyze client specific risk exposure and detail coverage requirements.  Review and request corrections to policy documents from insurers.  Review quotations and prepare renewal reports.  Calculate complex premiums and adjustments and begin invoice processing tasks.  Policy check ensuring the most up-to-date Policy Documents and Endorsements are in place.
 
Handle mid-term changes to policies to/from insurers based on changes in the risk as reported by client. Take ownership of the general day-to-day client servicing. Maintain client files based on RiskWise tracking system.
 
Knowledge/Expertise/Qualification/Experience
Bachelor's Degree in Business Administration, Marketing, Accountancy or any related communication field.
Two (2) years work experience in insurance or any related field
Male/Female
Leadership and management client experience
Incredible people skills, client relationship focused
Administrative and Marketing mindset
Strong organizational skills, ability to prioritize and work to very tight schedules
Basic understanding of insurance terminology and coverages
Ability to comprehend, reason about, and apply basic numerical ideas
Proficient with Microsoft Office.  Strong attention to detail.  Ability to multi-task  
Outstanding command of the English language both written and oral
Ability to work collaboratively as a key member of a team and independently with minimum supervision
Objective
 
Helping our clients, communities and each other every day.  Make a difference, work with the best colleagues and value one another.
 
Working Environment
Office Based
Exposed to irate clients
Works beyond office hours and even on weekends
Preferably Cebu City residents
Condition of the Service
 
The job description outlined in the duties required of this position is to indicate the level of responsibility.  It is not a comprehensive or exclusive list and duties may vary from time to time which do not change in general character of the job or level of responsibilities outlined.
 
Willingness to work in a flexible manner compatible with their jobs and in line with the objective of RiskWise.
 
Attractive Compensation and Benefit package awaits the successful applicant.