
Sales Executive
7 days ago
Job Title: Account Executive (Insurance)
Location: Makati
Employment Type: Full-time
About the Role:
We’re seeking a Account Executive to drive our insurance business growth through proactive lead generation, client engagement, and strategic account management. The ideal candidate will combine sales acumen with exceptional relationship-building skills to expand our voluntary enrollment programs and deliver outstanding client experiences.
Key Responsibilities:
Business Development & Client Management:
- Research and identify potential clients/brokers/agents to generate qualified sales leads
- Conduct marketing campaigns to promote voluntary insurance enrollment
- Maintain strong client relationships through periodic visits and strategic meetings
- Secure signed contracts and ensure proper documentation compliance
Program Development & Execution:
- Customize presentation materials and proposals based on client requirements
- Implement and monitor PR activities for client corporate events (Wellness Programs, Anniversaries, etc.)
- Collaborate with Marketing and Operations teams to ensure service delivery
Reporting & Analysis:
- Prepare client reports including Utilization Analysis and Benefit Comparisons
- Monitor account rollouts and policy compliance timelines
- Gather market data to support business recommendations
Cross-functional Collaboration:
- Address client issues by coordinating with internal support teams
- Elevate complex cases to management with proposed solutions
- Participate in strategic internal meetings
Qualifications:
Required:
- Bachelor’s degree in Business Administration, Marketing, or related field
- 1-3 years of experience in insurance sales or account management
- Proven track record in client relationship building
- Proficiency in MS Office (PowerPoint, Excel, Word)
Preferred Skills:
- Strong analytical abilities (benefit comparisons, market research)
- Knowledge of insurance industry regulations
Core Competencies:
High integrity and service-oriented mindset
Self-motivated with strong initiative
Agile multitasker who thrives in dynamic environments
Creative problem-solver with strategic thinking
Why Join Us?
- Opportunity to shape client insurance programs
- Collaborative team environment
- Professional growth in the insurance sector
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