Account Officer

2 weeks ago


Makati City, National Capital Region, Philippines Prudential Guarantee and Assurance, Inc. Full time
Responsible for soliciting and handling of business of assigned accounts for the company by establishing business relationship with producers/clients.

  • Assists in designing comprehensive insurance packages needed by potential clients
  • Develops and maintains personalized service to clients, brokers and agents through frequent communication and visitations
  • Ensures renewal of client's expiring policies
  • Coordinates with underwriting and other departments concerned on the following:
Acceptability of the proposed business and placement slips
Issuance of policies
Release of commission and claims settlement checks

  • Assists the Account Receivable Department.
in the collection of outstanding premiums from producers

  • Supervises the Marketing Assistant on everyday transactions and related matters
  • Prepares reports for the weekly Marketing Meeting
  • Monitors progress of claims filed by producers/clients
  • Prepares and monitors proposals to corporate clients and be able to convert the proposal to an insurance policy.

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