Sales Admin Associate
4 weeks ago
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
- 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
- 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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