Sales Admin Associate

9 hours ago

Project, Philippines WHR Global Consulting Full time

Sales Admin Associate
Location: Alabang, Muntinlupa
Work Set Up: Full time, Dayshift
Salary: ₱22,000

Job Summary:
The Broker’s Sales Associate provides support in managing broker relationships, selling insurance products, and assisting with client servicing. The role involves helping with policy processing, renewals, and coordinating with internal teams to ensure smooth operations and client satisfaction.

Key Responsibilities:
Assist in identifying and supporting sales opportunities through broker partners
Help implement marketing strategies and stay updated on products and services
Maintain good relationships with brokers and assist with account servicing
Coordinate with internal departments (Underwriting, Claims, Finance, etc.) to ensure timely policy issuance, renewals, and claims processing
Support premium collection, OR issuance, and basic account reconciliation tasks
Keep accurate records of client accounts, policy renewals, and issued bonds
Participate in regular broker meetings or visits to provide support and gather feedback

Qualifications:
Graduate of any four-year business-related course
Good communication and interpersonal skills
Organized, detail-oriented, and willing to learn insurance products and processes
Experience in customer service or admin support is an advantage

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