Insurance Broker Supervisor

Insurance Broker Supervisor
Location: Alabang
Work Set Up: Full time, Dayshift
Salary: ₱55,000

Job Summary:
The Broker’s Sales Officer is responsible for developing and managing relationships with insurance brokers to generate new business, retain existing accounts, and support the end- to-end brokering process. This includes promoting insurance products, supporting client needs, coordinating with internal teams, and ensuring efficient policy servicing and claims follow-up.

Key Responsibilities:
Sales & Business Development
Identify and pursue new business opportunities through broker partnerships
Offer and tailor insurance policies based on broker and client needs, including automobile, fire, property, marine, casualty, and personal accident insurance
Achieve sales targets by growing the broker network, acquiring new accounts, and
retaining existing business
Conduct regular broker visits to deliver product presentations, assess client
requirements, and propose appropriate insurance solutions
Broker Relationship Management
Establish and maintain strong, professional relationships with brokers and key clients through regular engagement, networking, and referrals
Act as the primary point of contact between brokers and internal departments
Collaborate with underwriters, DCU, PAU, CCU (Finance), PSC, and other internal teams to support the sales and policy issuance process
Marketing Support
Develop and execute marketing strategies in coordination with the team to enhance broker engagement and market reach
Stay updated on industry trends and competitor offerings to ensure the company remains competitive
Promote continuous awareness and education of insurance products and services
Client Servicing & After-Sales
Monitor policy renewals and assist brokers with the preparation and submission of required documentation
Support after-sales activities such as premium collection, official receipt issuance, reconciliation of accounts, and payment pickup coordination
Work closely with the Operations team to monitor and follow up on claims for timely resolution
Administrative Tasks
Maintain accurate and up-to-date records of broker accounts, policy status, and issued bonds
Ensure all policy documentation is complete and properly filed
Track broker performance and maintain reports as required

Qualifications:
Graduate of any four-year business related courses
At least 3-5 years or more professional experience, preferably in brokers or sales for non-life insurance or in a similar role
Background of non-life insurance
Advanced Excel capabilities
Highly organized with attention to detail
Ability to multitask, prioritize and deliver results on time under pressure
Flexibility to meet continuously changing priorities and challenges
Good written and verbal communication skills
Ability to work independently and as part of a team