Account Officer

4 weeks ago


Mandaluyong, Philippines Bonifacio Insurance Broker Corporation Full time

Responsibilities

  • Assist clients in selecting suitable insurance policies.
  • Provide information on coverage options and benefits.
  • Evaluate client needs and tailor solutions accordingly.
  • Manage client accounts and maintain relationships.
  • Process applications and handle renewals and claims.
  • Stay updated on industry trends and regulations.
  • Achieve sales targets and promote services.
Qualifications and Requirements
  • Educational Qualifications: Bachelor’s degree in finance, business, or a related field.
  • Experience Level: 3-5 years of experience in insurance sales or client management.
  • Skills and Competencies: Strong communication and interpersonal skills; ability to build rapport with clients.
  • Responsibilities and Duties: Advise clients on insurance options, assess client needs, and provide tailored policy solutions.
  • Working Conditions: Office-based with irregular hours for client meetings; potential for remote work.
  • Qualities and Traits: Detail-oriented, self-motivated, and proactive in client follow-ups.
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