Account Officer

4 weeks ago

Marikina, Philippines Autoshield Insurance Agency Full time

Overview

On-site - Marikina 1-3 Yrs Exp Bachelor Full-time

Job Description

Account Officer at Autoshield Insurance Agency

About Us

Autoshield Insurance Agency is a trusted provider of motor insurance policies , specializing in comprehensive and reliable coverage for vehicles. We are committed to delivering excellent client service, efficient policy processing, and smooth claims assistance through strong partnerships with top insurance providers.

Key Responsibilities
  • Manage assigned client accounts and act as primary point of contact for policy servicing.
  • Handle insurance policy quotations, proposals, and renewals.
  • Assist clients with policy inquiries, endorsements, and documentation.
  • Prepare Statements of Account (SOAs), billings, and coordinate with the Collections Officer for timely payments.
  • Monitor client portfolio, ensuring policies are renewed on time.
  • Assist in claims processing by coordinating required documents with the Claims Manager.
  • Maintain accurate and updated client records and trackers.
  • Support sales initiatives by cross-selling and upselling appropriate insurance products.
  • Generate and submit regular reports (quotations, accounts tracker, collections updates, etc.) to the Account Manager.
Qualifications
  • Bachelor’s degree in Business Administration, Finance, or related field (preferred).
  • At least 1–3 years of experience in insurance, banking, or account management (non-life insurance background is an advantage).
  • Strong organizational and multitasking skills.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with good analytical skills.
  • Team player with initiative and sense of responsibility.
Benefits

Government Mandated Benefits: 13th Month Pay, Pag-Ibig Fund, Paid Holidays, SSS/GSIS

Company Equipment, Free Meals

Working Location

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
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