Sales Admin Associate

4 weeks ago

Ayala Alabang, National Capital Region, Philippines WHR Global Consulting Full time
POSITION TITLE: Broker's Sales Associate (Sales Admin Associate)
WORK LOCATION: Alabang, Muntinlupa
WORK SETUP: Onsite
WORK SCHEDULE: Day Shift

QUALIFICATIONS
-Graduate of any four-year business-related course
-At least 6 months of relevant experience
-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

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

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