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Sales Admin Associate

3 hours ago

Alabang, Philippines WHR Global Consulting Full time

Position Title: Broker’s Sales Associate
Work Location: Alabang, Muntinlupa City
Work Setup: Onsite
Work Schedule: Day Shift
Employment Type: Full-time

Qualifications
-Graduate of any four-year business-related course
-With experience in customer service or admin support in the insurance industry
-Good communication and interpersonal skills
-Organized, detail-oriented, and willing to learn insurance products and processes

Job Summary/Description
-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

Responsibilities/Duties
-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