Motor Accounts Officer

4 weeks ago

Makati City, National Capital Region, Philippines Pioneer Insurance Full time

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Overview

To perform functions related to establishing relationship with new brokers/agents; servicing of and soliciting new business from assigned/existing brokers/agents; ensuring that outstanding accounts are collected within the specified term.

Responsibilities
  • Accounts Management and Servicing. Services existing accounts of assigned brokers/agents/direct clients. Gathers market information from assigned clients/intermediaries; evaluates viability of Motor Insurance applied for by assigned brokers within underwriting guidelines prior to endorsing application to underwriter. Prepares Motor insurance proposals upon request of client brokers/agents. Ensures expansion of business by maintaining good relationship with brokers/agents and by regularly visiting valued brokers and agencies.
  • Solicitation of New Accounts/Business and Accounts Development. Identifies new brokers and establishes relationship with them; solicits new accounts and business from existing and new brokers/agents.
  • Collection. Monitors and follows up the status accounts and/or the collection of outstanding accounts of assigned brokers/agents in coordination with Motor Operations Support and Collection Department.
Qualifications
  • Candidate must be a graduate of any bachelor's degree course.
  • Minimum 3 years in the insurance business preferably in sales.
  • Proficient in the use of MS Office (Word, Excel, PowerPoint, etc).
  • With keen attention to details
  • Collaborative, Agile and Resourceful
  • Good communication and interpersonal skills
  • With excellent attention to detail, Organizational Savvy and Results oriented.
Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Administrative, Customer Service, and Sales
  • Industries
  • Insurance

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