Sales Admin Associate

4 weeks ago


Muntinlupa, 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
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