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Account Officer
3 days ago
The Account Officer role for Non-Life Sales Insurance is under the BDO Insurance Group (BDOI). He/She would be in charge of helping clients be protected from financial damages through life’s unexpected incidents and connect them to top non-life insurance solutions and manage their needs every step of the way. Additionally, he /she will be exposed and responsible in developing and growing business portfolio as well as implementation of processes and procedures from sales to collections.
Rank for the role: Junior Assistant Manager
Other Responsibilities:
Takes on calls, requests for quotations, endorsements, policies and other inquiries from clients, insurance companies, BDO branches and business units and acts on them appropriately and promptly.Negotiation with insurance companies and other BDOI units the most appropriate terms and conditions to suit the needs of the client.Prepare the required documentation using BDOI system such as renewal advice, quotation slip, proposal form, placement slip and cover note.Review policies issued by insurance companies prior to sending out to clients.
Qualifications:
Graduate of any 4-year degree course with at least 2 years sales experience, preferably as an Account / Sales Officer in a non-life brokerage company.Above average communications skills and product knowledgeGood interpersonal and communication skills (ability to engage efficiently with clients, collaborate with other business units/ stakeholders and present in a professional manner).Fresh graduates with good academic and extra-curricular background are encouraged to apply.
The candidate must be willing to work on-site in Makati or Ortigas.
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