Job Identification: 202505034
Job Role
- The Client Account Executive is responsible for managing client accounts, coordinating insurance documentation, handling claims, and supporting business development activities.
- The role requires close collaboration with clients, insurers, and internal teams to ensure efficient service delivery and accurate record-keeping.
Responsibilities
- Contract & Underwriting: Prepare slips, endorsements, certificates, and meeting notes; follow up on policy documents.
- Billing & Payments: Issue debit/credit notes, track payments, and coordinate with accounts.
- Renewals: Send renewal notices, organize meetings, and update records.
- Claims: Verify coverage, forward documentation, and monitor claim progress.
- Reconciliation: Prepare account statements and resolve discrepancies.
- Documentation: Draft correspondence and maintain organized records.
- Business Development: Support client outreach, meetings, and CRM updates.
- Other Tasks: Assist with additional duties as assigned.
Qualifications / Requirements
Education & Experience:
- Degree in Insurance, Business Administration, or related field.
- Previous experience in a similar role 1-2 years within the insurance industry is preferred.
Technical Skills:
- Strong understanding of insurance processes underwriting, claims, renewals.
- Proficiency in office software and internal systems CRM, document management.
Soft Skills:
- Excellent communication and client relationship skills.
- Strong organizational abilities and attention to detail.
- Ability to work independently and as part of a team.
