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Senior Account Manager - Client Relations
Beacon Insurance Company Limited
- Port-of-Spain
- Not disclosed
- Permanent full-time
- Updated 07/01/2026
- Human Resources
The incumbent will be the primary support to the Manager, Client Relations in overseeing a portfolio of customers, driving best practices and service, while increasing customer satisfaction and business retention.
KEY POSITION RESPONSIBILITIES:
- Prepare presentation and deliver employee awareness session to deliver timely, effectively, professionally and with 100% accuracy.
- Coordinate and complete implementation meetings with client / producer within 2 days from receipt of acceptance to discuss requirements and confirm timelines.
- Prepare presentation and facilitate plan administrator training to deliver timely, effectively, professionally and with 100% accuracy.
- Prepare and deliver semi-annual plan administration training sessions or as requested by the client.
- Prepare and deliver semi-annual employee awareness sessions or as requested by the client.
- Review premium reconciliation reports, prepare reports for clients and manage premium remittance through prompt collection of premiums within agreed timelines.
- Review requests for proposals and tender documents and ensure all required documents are received for discussion with Senior Account Managers and preparing requests for submission to Underwriting team.
- Prepare, review and present plan performance reports to clients on a quarterly basis or as agreed with Producer/ Client.
KEY JOB SPECIFIC COMPETENCIES:
- Ability to effectively manage change and drive business solutions with high levels of collaboration.
- Ability to effectively communicate verbally and written and to interact and make presentations to various stakeholders. Ability to grasp customer needs and brainstorm ways to fulfil them.
- Self-starter with ability to work well in teams and in self-directed environments. Passionate about service excellence.
- Ability to develop solutions to problems and evaluate courses of action to reach logical conclusions. Strong numerical, analytical and reasoning skills required.
- Ability to multi-task, work under pressure and meet required deadlines.
QUALIFICATIONS AND EXPERIENCE:
- Three (3) years prior experience in the sales and /or services industry.
- Tertiary level education in Marketing, Sales or Business Administration would be an asset.
- A minimum of five (5) Ordinary Level subjects passes, including English Language and Mathematics
- LOMA and other relevant certifications in Life and/or Group Insurance will be an asset.
- Sales/marketing training as evidenced by courses in a similar type service industry and/or completion of relevant insurance-related courses and/or training programmes.
- Good knowledge of life and health insurance products and services.
- A general understanding of all Group related products, administration and distribution channels.
- Any combination of relative qualification and experience.
Ref: BICL 137
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Beacon Insurance Company Limited
- #13 Stanmore Avenue, Port of Spain, Trinidad West Indies
- 1 (868) 625-1113
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